How a Power-Systems Maker Cut Quote Entry From 3 Times to 1

The manufacturer builds mission-critical power systems that customers specify through a website configurator. That configuration then had to be re-entered into the back-end engineering system to produce the order, and re-entered again into Salesforce for the sales pipeline. Three copies of every quote, typed by three teams, with the errors and delays that implies.

ModernEdge connected the configurator directly to the back-end engineering system, so a completed configuration becomes the engineering record without re-entry. Configurator output is piped into the CRM through Salesforce, so the sales pipeline reflects what the customer actually configured. The work was scoped as modular workstreams the manufacturer can adopt one at a time or all at once, sequenced around whichever integration matters most first, so impact is validated before the next workstream is funded.

The team started by agreeing field mappings with sales and engineering, since the real work sat in the integration points between three existing systems rather than in any new interface. The project was then split into modular workstreams the manufacturer could adopt one at a time or together, sequenced around whichever integration mattered most first. The first workstream connected the website configurator to the back-end engineering system, so a completed configuration becomes the engineering record without re-entry. The second piped configurator output into Salesforce so the sales pipeline reflects what the customer actually configured. Claude handles the mapping and normalization between the configurator's output and each system's field structures, and catches mismatches between what was configured and what was ordered. Each workstream was validated before the next was funded, which kept every step small.

Configure-to-order and engineer-to-order manufacturers with a web configurator that does not talk to the ERP or CRM: power systems, HVAC equipment, industrial controls, custom fabrication. Also fits distributors quoting from a catalog into a separate order system.