Скачать или смотреть From Copy-Paste Chaos to Template Success: How Logivision Fixed Their Quote Process

Joel Hershberger from Logivision Technologies (20-person MSP in Ohio) shares exactly how Salesbuildr rescued them from quote chaos after years of copy-paste disasters and pricing errors.

What you'll learn:

Why their old "copy last quote and hope it works" process was costing them money
How distributor integrations that "weren't super reliable" created product list nightmares
The template-driven workflow that lets their sales team handle their own quotes
Why their customer success person outsells their actual salespeople (and isn't even commissioned)
How real-time API pricing updates stopped embarrassing client conversations about wrong prices
The margin checking process that protects their biggest cost (their people)

Key takeaway: Joel's brutally honest about their old process - copy-paste quotes, hope for the best, let purchasing clean up the mess later. Sometimes they just absorbed the cost of mistakes rather than go back to clients. Now they do more with the same time, get consistent quotes, and know their real costs.

Perfect for MSP owners tired of administrative overhead, sales managers dealing with quote errors, and anyone whose current process involves "hope that it worked" as a strategy.

About this series: Customer Spotlight interviews feature real MSPs sharing unfiltered experiences with sales automation. No scripts, no rehearsals - just honest conversations about what works and what doesn't.