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AmeriWater Custom Product Configurator in Salesforce

AmeriWater Custom Product Configurator in Salesforce

About the Client

AmeriWater is a long-established industry leader in the design, manufacture,  installation and supply of water purification systems and services for  dialysis, industrial and healthcare applications. They offer a broad  portfolio of high quality, flexible and trusted water purification  products, all of which are designed with the end user in mind.

The Challenge

AmeriWater  sells complex water treatment systems to dialysis centers through a  network of distributors. Each system is a combination of 10 or more  products that must be selected based on a number of different factors  and formula calculations.

When  scoping for a sale for a new water purification system distributors need  to fill out a 17-page document. This document is very time consuming to  complete as it requires many formulas, inputs, and workflows that has  to be completed by Sales reps and introduces the possibility for errors.  The inputs and calculations are the attributes used to select the  appropriate components of the system.

After  emailing the completed form to AmeriWater, an AmeriWater sales manager  needs to carefully review it as errors are costly. and easy to make The  entire process is labor intensive and reliant on a few key individuals  at AmeriWater.

The Solution

Summit Technologies built a web form using FormAssembly to gather the input data which is then processed using a Salesforce Flow to perform the needed calculations and select products that matched the input parameters. Selected products are staged on the quote record for an AmeriWater rep to validate. Once validated, with a button click the products are added as Quote Line Items. 

Quote templates were created to easily generate the customer-facing documents with editable fields for terms and installation instructions.  

AmeriWater products were loaded into Salesforce and the Product object was customized with custom fields to capture the product attributes required for the automated selection process.  

Result for Our Client

  • AmerWater  now had a more efficient process to select the required products and  generate sales documents.  Errors by the distributors will decrease  immensely.

  • What  was a long process for the AmeriWater team and their distributors, is  automated in Salesforce which allows AmeriWater to more quickly respond  to distributor opportunities.

  • AmeriWater is now less reliant on a few key employees to generate sales proposals

In Our Client's Words...

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