Discover how a SME accelerates its sales
The company Topbis employs a team of field salespeople to sell photovoltaic systems: discover how Airproces saved one hour per day per salesperson, with a custom tool created in just one day.
SMEs/TPEs must generate quotes for their prospects, BUT still primarily use Excel.
Operational processes are not automated
Quotes are created manually in Excel, with risks of error, and then sent by email.
Silo information
Each salesperson knows their files, but if they go on vacation, no one can properly take over the history of their work.
Processing too long
Between creating the quote and filling out the official documents, purchase order, contract... each salesperson must spend 1 to 2 hours every evening on purely administrative tasks.
Zero visibility for leadership
The quotes are scattered across several Excel files, making it impossible to know the status of each project without organizing a weekly follow-up meeting that takes 2 hours of everyone's time.
Topbis creates a custom quote generator without writing a single line of code.
Topbis, a small SME that installs photovoltaic systems for individuals, manages dozens of technical quotes and requests for grants and loans each month to finance its equipment. Since 2024, Topbis has deployed its own custom quote generator with Airprocess, streamlined its processes by automating document generation, and most importantly, has given time back to its sales teams.
35
Collaborators
50x
cheaper than custom development
150
calculated fields in the technical quote form
1h
saved per day and per salesperson
A simple tool for a complex activity
The activity of Topbis is complex, as creating its quotes for its photovoltaic plants requires performing numerous profitability calculations on solar energy production, depending on the number of panels deployed, their orientation, and local sunlight.
In addition, as the equipment is eligible for certain state subsidies, each quote is accompanied by several official documents and forms to be submitted to the administration to finance the projects.
In 2024, Topbis created its custom tool to generate its complex quotes, using an Airprocess form with more than 150 fields calculated automatically.
Once the sales representative has filled in all the essential parameters for the file, Airprocess generates the quote with 1 click, as well as all the administrative documents related to grant applications.
Result: what used to take an hour is now reduced to 1 click.
KEY CHALLENGES
-> Replace complex calculations done in Excel
-> Simplify document production
-> Restore autonomy to business teams
-> Deploy quickly, without disrupting operations
-> Control costs in a constrained budget environment
Concrete results on 9 key dimensions
Beyond deployment savings, Airprocess has transformed the way the sales team works on a daily basis.
Ultra-fast deployment
The platform is set up in one day, in collaboration with the Topbis team who provides all the calculation formulas and all the document templates to be produced. Where a traditional development would have taken several weeks, Airprocess is operational in a few hours.
Less than a day of setup
12 generated documents
The tool can generate 12 different documents with a single click based on client files. The templates are simple Word documents that any user can modify without being a technician.
12 documents in 1 click
Radically lower cost
By entrusting the configuration to the business teams, the maintenance cost is drastically reduced compared to an equivalent custom development where consultants need to be called in for every change.
No external developer
Business teams are autonomous
No longer depending on an external provider, Topbis is autonomous to evolve its own solution according to its new needs. The teams regain true agility.
100% autonomous
Security and granular permissions
Define precisely who sees what and who can do what. Access rights are finely adjustable to meet privacy requirements.
Granular control
360° Tracking
The workflow integrated into the quote allows tracking progress at each stage: the management team can monitor the progress of each file in real time, for the entire sales team.
Automated approval flow
1 hour gained per day and per salesperson
No more evenings spent laboriously filling out tons of documents by hand: Airprocess generates everything automatically with a single click, saving an hour a day for each salesperson. The time saved can be spent on higher value-added tasks.
+1h/day saved
Almost zero user support
Unlike traditional software, Airprocess is easy to use and has generated no support requests. The intuitive interface reduces the learning curve and handling errors.
Zero support
Immediate adoption
The simplified ergonomics and familiar interface ensure quick adoption by all profiles, without training.
Intuitive interface
Other use cases
What sales teams do with Airprocess
Beyond the specific case of Topbis, here is what the sales teams do with Airprocess
Custom CRM and Prospecting
There are tons of tools on the market to manage contacts and business opportunities, but the best tool is the one that adapts to YOUR way of working. Airprocess allows you to model your sales pipeline your way.
COMMERCIAL & PROSPECTION & SALES
Custom quote
Airprocess allows you to have a tool 100% tailored to the specifics of your activity, and to generate your quote with 1 click. Time saved guaranteed, and all quotes centralized and shared in the same place.
TIME SAVINGS & SHARING
Purchase Orders
In addition to generating your purchase orders with 1 click, Airprocess allows you to send a link to your client for them to sign the PDF, which you automatically retrieve.
The process is streamlined, everyone saves time.
SIGNATURE PDF
Mission tracking
Each mission at a client is tracked like a project with its actions, deadlines, and deliverables. Management monitors progress in real time.
ACTIVITY TRACKING
Purchases
Sometimes, your projects require you to make purchases for your clients: Airprocess also manages your purchasing process, in relation to your business.
CENTRALIZATION OF TOOLS
Documentation and Brochures
Airprocess allows you to manage your sales brochures, documents, catalogs, marketing materials, etc... and make them available to the entire sales team, all within the same tool.
DOCUMENT MANAGEMENT
They trust us
Companies of all sizes and sectors that have optimized their operations with Airprocess
Ready to streamline your sales?
One tool, multiple uses, and the guarantee of simplicity for your users.