Case Study
Unlocking Sales Velocity by slashing proposal generation time from 36 hours to 2, freeing staff to improve close rates and capture new business faster.
94% Faster
Proposal Generation Cycle
18x Improvement
Sales Velocity
$50,000/yr
In Annual Productivity Value
Services
Sales Automation, Process Automation
Industry
IT Services
Client
A Private-Equity-Backed IT Services Firm
The Challenge
A manual, 36-hour proposal generation process created a significant sales cycle bottleneck, delaying responses to new business opportunities.
The Solution
Casper Studios developed an end-to-end quoting automation tool that integrates CRM and pricing data to generate custom proposals in a unified interface.
The Hidden Cost of Inefficiency
The firm’s sales and operations teams were bogged down by a highly manual process for creating custom proposals and quotes for prospective clients. Due to extensive manual data entry and coordination across multiple disconnected systems, each proposal required roughly 36 hours of staff time to compile from start to finish. This significant time lag not only strained internal resources but also delayed the delivery of proposals to prospects, creating a competitive disadvantage and putting potential revenue at risk.
A Targeted AI Intervention
Casper Studios engineered a streamlined quoting automation tool to attack this core inefficiency. The platform integrates directly with the client’s CRM and internal pricing databases, enabling it to auto-populate customer and pricing fields accurately. The system then generates a polished proposal and routes it for internal review, with all steps tracked in a single, unified interface, providing complete visibility into the sales pipeline.
The Business Impact - The ROI
The project delivered immediate and significant ROI by transforming a core sales bottleneck into a source of competitive advantage and operational leverage.
Impact
Sales Enablement: By enabling the team to respond to new business opportunities in a fraction of the previous time, the tool directly supports accelerated revenue growth and improves the firm's competitive positioning.
Improved Close Rate Potential: The client anticipates that delivering highly-tailored proposals to prospects significantly faster will lead to a measurable improvement in sales close rates.
Operational Scalability: The automation removes a key manual constraint, allowing the firm to scale its sales operations and pursue a higher volume of leads without a corresponding increase in administrative headcount.
