How an Elite Management Consulting Firm Streamlined Proposal Generation and Pricing Configuration with Legitt AI and Salesforce Integration

Introduction

In the highly competitive management consulting industry, elite firms need to ensure that their proposal generation and pricing configuration processes are seamless, accurate, and efficient. For StratEdge Consulting, managing proposals and pricing for their services was becoming increasingly complex as they scaled operations. This case study examines how Legitt AI helped StratEdge Consulting overcome its challenges, enhance operational efficiency, and improve client satisfaction through automated and accurate proposal and pricing workflows.

The Challenges Faced

  • Manual Proposal Generation: Tailored proposals were prepared manually, leading to significant delays.
  • Complex Pricing Configuration: Pricing based on hourly rates varied by consultant seniority, requiring manual calculations.
  • Approval Delays: Approvals were conducted via email, leading to delays and lack of visibility.
  • Inconsistent Formatting and Version Control: There was no standardized system for creating proposals, resulting in inconsistencies.
  • Client Communication: Offline communications caused delays in finalizing contracts.
  • Contract Finalization and Signing: Manual contract creation and handling of signed documents introduced errors.

The Solution

Automated Proposal Generation

Legitt AI automatically generated proposals from standard templates in Salesforce, eliminating manual processes and ensuring consistency.

Automated Pricing Configuration Based on Hourly Rates

Legitt AI automated pricing calculations, pulling consultant rates based on seniority levels from the firm's database, ensuring accurate pricing for each project.

Automated Approval Workflow

An automated approval workflow was integrated into Salesforce, routing proposals to the right stakeholders, reducing delays and providing real-time status tracking.

Version Control and Client Communication

Legitt AI’s version control tracked all proposal versions, ensuring transparency during negotiations, and centralized client communication streamlined interactions.

Contract Finalization and Digital Signing

Contracts were automatically generated based on predefined templates and signed digitally with Legitt Sign, reducing manual effort and ensuring accuracy.

Results

50% Faster Proposal Generation
The time to prepare and send proposals was reduced by half, speeding up deal closures.
100% Accuracy in Pricing
Automated pricing based on consultant seniority levels eliminated errors, ensuring transparency and consistency.
Streamlined Approvals
Automated workflows and real-time tracking reduced approval delays and bottlenecks.
Version Control and Clarity in Communication
Version control ensured all changes were tracked, reducing confusion and improving client experience.
70% Reduction in Manual Effort
Automation of routine tasks freed up time for strategic initiatives, improving overall productivity.

Conclusion

The integration of Legitt AI into StratEdge Consulting’s proposal and pricing processes transformed the firm’s operations. By automating key workflows, StratEdge improved client satisfaction, reduced manual effort, and scaled their operations efficiently. Leveraging AI-driven solutions like Legitt AI is essential for consulting firms looking to optimize their operations and remain competitive.