CRM Web Application
for CPQ implementation
My role involved capturing requirements and ensuring the visual aspects aligned with the project's goals and user needs. I worked closely with the manager, senior manager, and senior developers on the iterative application development. My main responsibility was handling the CRM Web App for Configure, Price, and Quote (CPQ) process implementation.
Client Description
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Konica Minolta, a Japanese multinational technology company headquartered in Tokyo with offices in 49 countries worldwide, specializes in manufacturing business and industrial imaging products. Their product range includes copiers, laser printers, multi-functional peripherals (MFPs), and digital print systems tailored for the production printing market. Konica Minolta's reputation is built on innovation, quality, and reliability. They offer a diverse range of solutions suitable for businesses of all sizes, from small offices to large enterprises, aiming to enhance efficiency, reduce costs, and boost productivity across various printing and imaging applications. Additionally, Konica Minolta places a strong emphasis on sustainability and environmental responsibility, actively implementing initiatives to minimize their environmental impact.
Engagement Description
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CRM Web App for Configure, Price & Quote Process (CPQ Implementation)
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A Custom CRM Web App for Configure, Price & Quote Process (CPQ Implementation) refers to a web application that is specifically designed and developed to support the Configure, Price, and Quote (CPQ) process within a customer relationship management (CRM) system. The CPQ process involves configuring a product or service to meet a customer's specific needs, determining the price based on various factors such as customization, discounts, and quantities, and generating a quote for the customer. The web app is customized to streamline and automate these processes, making it easier for sales teams to create accurate quotes quickly and efficiently. It typically includes features such as product configuration tools, pricing calculators, and quote generation functionalities. By implementing a custom CRM web app for CPQ, businesses can improve the efficiency of their sales processes, reduce errors in quotes, and provide a better experience for their customers
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Below are the key business areas that were realized during implementation. My Quotes Dashboard, Check Basic Information, Quote Details, Product Search, Product Configuration, Service Configuration, Select Items and Configure, Apply Discounts & Charge, Finalize & Generate Quote Output, Generate & Submit Order Package, My Templates, Create Quote Questionnaire, Add Buyout and Upgrade, Add Included Charges, Modify Shipping Details, View Lease Summary, Generate Order Package, Equipment Pickup/Removal.
User Experience & User Interface
As the visual designer for the project, my role was crucial in defining the overall look and feel of the user interface. I collaborated closely with the UX designer to ensure that our visual elements were in harmony with the project's objectives and user requirements. This involved creating a design system, developing interface elements, and refining the application's aesthetic appeal. Additionally, I played a key role in planning design sprints, monitoring the team's progress, and presenting our designs for review. It was my primary objective to craft a visually engaging and user-friendly interface that would elevate the overall user experience. Following the Konica Minolta design theme and style guide provided us with a foundation for creating visually cohesive and consistent layouts that resonate with the brand's identity.
To maintain the anonymity of clients and users, I have omitted and modified confidential information in this case study.
My Quote Dashboard
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The My Quote Dashboard page serves as a central hub for Konica Minolta's sales representatives to efficiently manage and track quotes.
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It offers a comprehensive overview of upcoming due quotes, including their status and essential details such as Quote ID.
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Sales teams can access proposals submitted to clients and monitor their team's quotes.
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Quick links, such as Export to Excel and Opportunities, provide easy access to detailed information.
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Streamlines the quote management process.
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Ensures timely follow-ups and responses to customers.
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Enhances overall sales productivity and customer satisfaction.
My Quote Dashboard - Select Items
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After selecting an item or quote ID on the Konica Minolta Quotes Dashboard, users can view all details of the product or service, including customer details, billing address, and ongoing status.
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This feature provides a comprehensive overview of each transaction, aiding in efficient management and decision-making.
Check Basic Information
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The Check Basic Information page allows Konica Minolta sales representatives to review and confirm essential details.
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Users can enter or verify customer name, ID, address, and other relevant information.
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Additionally, representatives can provide additional details such as master agreement numbers, delivery dates, and leasing partner information.
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A progress bar visually indicates the completion of the task, helping representatives track their progress.
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This page ensures that representatives can easily verify and update their information before proceeding, enhancing the overall user experience.
Select items & configure
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The Select Item Configuration page allows sales team members of Konica Minolta to customize their selection with add-ons such as product details, availability, cart details, and other information related to opportunities.
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Each item is presented with relevant information, and team members can easily add them to their selection.
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A progress bar shows the completion of the task, guiding team members through the configuration process.
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This page provides a comprehensive and intuitive way for the sales team to tailor their selection to their needs.
