Backbone Connect Streamlines Quoting with QuoteWerks

Challenges:

Backbone Connect, a leading provider of IT solutions and services, faced significant challenges in its quoting process due to reliance on the “Frankenstein Spreadsheet.” This outdated method was inefficient, prone to errors, and difficult to scale, leading to delays and inconsistencies in quotations. As the company continued to grow, it became clear that a faster, more reliable, and data-driven quoting solution was necessary.

Solution:

To address these challenges, Backbone Connect partnered with Quintadena to implement QuoteWerks, a robust Configure, Price, Quote (CPQ) system. Unlike traditional quoting tools, QuoteWerks provided a comprehensive, data-driven approach, ensuring that all key elements—stock, work, and purchasable items—were embedded within the quote. This integration allowed the delivery team to execute projects seamlessly without needing additional clarification from sales representatives.

By adopting QuoteWerks, Backbone Connect transformed its quoting process, eliminating manual data entry and streamlining quote generation. The new system significantly improved accuracy and efficiency, reducing errors and enabling faster response times. Administrative staff could now handle routine quoting tasks, freeing up skilled employees for more strategic work. Furthermore, the solution ensured a clear separation of responsibilities, allowing sales teams to focus on selling while delivery teams had all the necessary information to execute projects efficiently.

With enhanced visibility into sales opportunities and performance metrics, Backbone Connect is now better positioned for continued growth and operational excellence. The transition from an outdated, error-prone spreadsheet to a modern, automated quoting system has not only improved efficiency but also strengthened the company’s ability to scale effectively in a competitive IT industry.