Vda inc12/6/2023 ![]() Through detailed research and considerations, the company chose Provus, an AI-led quoting platform built natively on the Salesforce platform, to empower VDA to easily estimate, quote, and customize their services. “Our mission is to provide solutions for our client’s vertical transportation needs in a timely and professional manner,” said James Peterlin, Senior VP of Sales & Business Development of VDA. Ability to integrate with their existing tools and systems.Guidelines on market/same-client pricing.Consistency with client-facing documentation.Standardize estimating, proposal generation, and project onboarding protocol.Incorporation of all nuances to allow customization.Remove any/all standard templates currently in place.Ability to navigate intelligence while building an estimate.The VDA leadership team attended Dreamforce, the largest Salesforce community conference in the world, in search of a solution that meets their needs including: Having a solution that integrates with Salesforce was a must for VDA. VDA didn’t have an efficient system for quoting their consulting services and offerings and needed to resolve data discrepancies and broken workflows. The company spent too much time fixing inconsistent data and manually formatting client-facing documents. Data not being passed to the project upon acceptanceĪs VDA was dealing with more and more projects, it was becoming increasingly difficult to standardize quote estimation, generate consistent proposals, and allow personalized customization.Excessive template options and variations.Excessive manual document formatting and customization.Multiple data entry points during the proposal creation process.With over 130 consultants at various locations around the United States, it’s not unusual for VDA to face some difficulties around quoting estimation, data processing, and proposal generation. Like most consulting services, VDA’s services can be highly complex as pricing is based on service type, account type, geographies, number of sites, number of units, hourly rates, and level of support. Since its founding in 1980, VDA has provided services for more than 43,000 projects, helping clients navigate their vertical transportation needs.Īs a fast-growing consulting organization, VDA needed a robust and accurate Services Quoting solution to improve its quoting process and support its continuous vertical transportation projects. The company provides comprehensive consulting and inspection services for elevators, escalators, and other conveyance systems in new and existing properties. ![]() VDA is the nation’s leading elevator and escalator consulting firm.
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