Increased efficiency through successful re-engineering
Initial situation: Complex Excel solution
Canon used an extensive Excel list for sales advice to calculate suitable printers, including accessories and prices. However, this solution had become increasingly complex and confusing.
Challenge: simplify sales processes
The introduction of a new CSM tool presented the challenge of efficiently processing large amounts of data and integrating it into the Excel solution. It was unclear which data could be imported, which required a precise analysis and adaptation of the existing solution.
Solution: Automation through macros
soxes developed VBA macros that automated the import and calculation in the Excel solution. Through close collaboration and several iterations, the system was continuously improved and adapted to Canon’s needs. Introducing new tools often requires customization and rethinking existing workflows. In this case, the new CSM tool enabled the team to deal more efficiently with complex leads and optimize the entire process of preparing quotations.
Result: More efficiency, less time wasted
- Automation of the sales process with new macros
- Fewer errors and time savings
- Simplified Excel formulas for faster quotes
- The new solution enables the Canon team to create customized quotes more efficiently.
All in all, soxes has successfully re-engineered an Excel solution for Canon (Schweiz) AG. With the new solution, sales staff can work even faster, cleaner and more reliably. With just a few clicks, customized offers can be created for numerous customers with different needs.
