Pricing & Sales Proposal Export Automation
Dec
2020
Ongoing
Problem / Purpose
The existing pricing and sales proposal exports were outdated, complex, and required extensive manual edits. Sales Operations had to manually replicate Pricing's changes, leading to errors and inefficiencies. Switching between sales models required redoing work, and glitches and formula nuances caused frequent mistakes.
Solution
Rebuilt the spreadsheet from scratch, fixing calculation errors and consolidating all pricing and sales model exports into a single file. Added override fields for controlled edits, ensuring clarity and reducing the need for manual formula adjustments. Enabled seamless transitions between sales models with minimal rework.
Key Achievements / Impact
Eliminated manual edits across departments, reducing errors and saving Sales Operations hours per deal. Enabled seamless switching between sales models without rework. Improved usability for non-technical users.
Key Technologies / Tools Used
Excel (Advanced Formulas), Excel (Automation), Excel, Salesforce, Conga, Data Analysis, Strategic Document Design, Process Improvement
Role
Manager, Insurance and Profitability (self-initiated)
ProService Hawaii