Does the course of a equipment sale have to assess the client's funding options on its own?

The system collects transaction data required for the funding request and provides the partner's response. The financing decision is made by the partner, and the client clearly sees whether a preliminary calculation or a confirmed proposal has been made.

How do you link the manufacturer's configuration to a later transmitted equipment?

The approved set-up code and conditions are transmitted to the order, and the actual serial number is assigned upon receipt of the unit. Significant discrepancies and their alignment with the customer are checked before transmission.

What does the lower preparation time of a technical proposal show?

It shows a smaller work of matching configuration, costs and documents. Client investment decision and waiting for financing partner are assessed separately. The final margin requires actual transaction costs.

Can the financing or support assumption be considered a final condition of the proposal?

The proposal must make clear what has been calculated, what has been submitted for evaluation and what has already been approved by the responsible party. A change in the set-up or price may require a new alignment. The eligibility system cannot be invented.

Agricultural machinery quote configurator

The manager adjusts the model, equipment and implements of the equipment according to the need of the farm. The proposal can also assess the crediting of the equipment used and the terms of the financing partner.

Model options, implements, promotions, crediting of used equipment, financing, grant and contract documents are managed separately. The sales cycle is lengthening, it is difficult to manage versions and see the real margin of the deal.

How the solution works

The manager specifies the need for farm use and selects a possible set-up according to the manufacturer's rules.
Approved credit assessment and additional costs are included in the commercial offer.
The response of the funding partner and changes to the client are linked to the current version.
The accepted transaction is transferred to the order; the actual technical unit, documents and transfer result reaches service history.

Key challenges

Technical proposals, kitting and financing are prepared manually

Solution capabilities

Technical configuration

The model's optional accessories, packages and compatible implements are governed by rules.

Pricing and promotions

The base price, the manufacturer's share, the customer's discount and additional equipment are combined into a single calculation.

Credit of used machinery

The subject matter, assessment and confirmed amount of the credit are retained in the bid history.

Financing scenarios

The funding proposal and its state are associated with a specific set-up and version of the proposal.

Versions of the proposal

Customer changes, optional extras, price and funding are stored in versions.

Transmission process

Serial number, documents, training, warranty and transfer date complete the sales history.

Business context

Technical proposals, kitting and financing are prepared manually: Model options, implements, promotions, crediting of used equipment, financing, grant and contract documents are managed separately. The sales cycle is lengthening, it is difficult to manage versions and see the real margin of the deal.
The proposal is adaptable to farm work and investment: The farm manager evaluates the equipment along with implements, compatibility of the existing fleet and terms of payment. The comparable sets help to discuss differences in price and options. The seller can offer reasonable accessories and service, clearly showing the influence of the entire choice on the customer's investment.

Core features

Technical configuration
Pricing and promotions
Credit of used machinery
Financing scenarios
Versions of the proposal
Transmission process

Key integrations

Enterprise resource planning system (ERP): Customer, Cost, Order and Finance.
Customer relationship management system (CRM): Sales opportunity and customer.
Manufacturer configurator / data: Model Options and Prices.
Funding Partners: Funding Offers and Statuses.
Technical Service System: Continuity of serial number and warranty history.

Potential impact (%)

The ranges indicate an illustrative relative change in the metric under the stated assumptions. Results depend on the starting position and actual use of the solution. Percentages for different metrics must not be added together.

Active time of preparation of technical proposal and coordination of changes

12–36%Decreasing

This illustrative scenario assumes that 30-60% of manual data entry and handover work can be addressed. That share is assumed to fall by 40-60%. Company data is needed to verify both the addressable workload and the resulting change.

Compares work in transactions of similar complexity, separately denoting external solutions.

Transmission corrections due to unmatched setup or conditions

12–42%Decreasing

This illustrative scenario assumes that 30-60% of errors can be addressed through the data and rule checks described. That share is assumed to fall by 40-70%. Company data is needed to verify both the addressable share and the resulting change.

Confirmed transmission discrepancies and direct work to correct them are counted.

Parts of technical proposals that have turned into orders

5–23%Increasing

The sample starting portion is 30%. Assumption: 10-25% of the remaining cases relate to the unclear overall scope of the technical and implements proposal; a solution would help solve 20-40% of these cases.

Ordered bids are divided by all bids made by the comparable equipment. Season, sales of additional equipment and availability of funding are taken into account.

Conditional calculation scenarios. The assumptions have not been validated against client measurements.

When this solution is relevant

Sets are prepared manually
Frequent changes to the proposal
The credit of the used equipment is important
Funding is a standard part of the deal
The sales cycle is long

Project scope and implementation

The manufacturer-approved combinations of equipment and implements and the agreed procedure for evaluating the equipment used are used for the proposals. The financing and support assumptions are clearly distinguished from the approvals received. The final proposal is linked to the set of equipment passed on to the customer.