Standardizing processes for banking industry leaders at Efigence

Software Agency

Online Banking

Poland

150+ employees

Key results:

Sales increase

Unified quoting process across the organization

Fast creation of quote options & variants

Rafał Ochmański

Account Manager at Efigence

“Apropo helped us standardize our estimation process and make it more repeatable and consistent with our internal processes, making estimates faster, more accurate, and more transparent. On top of that, Apropo gives us the flexibility and speed to create subsequent iterations of the estimate for the client. Best of all, it allows us to provide the client with a beautiful and clear proposal with an option to choose variants, which helps in sales.”

Who is Efigence?

Efigence is a Warsaw-based software house with a team of over 150 people that has spent 30 years developing digital solutions for the largest banks in Europe and the Middle East, including Credit Agricole, Alior Bank, and Riyad Bank. I work as a Key Account Manager at the company.

The Challenge: Speed vs. Formalized Procedures

We were trying to address the following problems:

Inconsistent and manual workflows - Our estimation process lacked standardization and repeatability, making it difficult to maintain consistency across different quotes and keep them aligned with our operational processes.

Slow and rigid quote iterations - Creating subsequent revisions or updates of an estimate for a client required too much manual effort, limiting our flexibility and speed during negotiations.

Static and confusing client proposals - Traditional proposals didn't present costs clearly or allow clients to explore different project scopes, which missed an opportunity to actively engage them and support the sales process.

The Solution: Standardized and Interactive Quoting

Apropo helped to solve each of them in the following way:

Unified and structured estimation standards - By moving away from spreadsheets, we established a standardized and repeatable quoting process that aligns perfectly with our organizational workflows, ensuring faster, highly accurate, and transparent estimates.

Rapid options and flexible versioning - The platform provides the flexibility to create multiple quote iterations and variations effortlessly, allowing us to pivot quickly and present updated options to prospects in a fraction of the time.

Engaging interactive client presentations - Apropo allows us to share beautiful, clear, and interactive proposals directly with clients, empowering them to select different variants and clearly see how scope changes impact the budget.

This transformation turned our pre-sales process into a highly professional, transparent experience that fully supports our goal-oriented flexibility.

What are the 3 top benefits you observed?

Sales increase

We achieved a noticeable sales increase by providing highly engaging, interactive proposals that clarify value for our prospects.

Unified quoting process across the organization

Our entire organization now operates under a single, unified quoting process that ensures absolute repeatability and quality across all estimates.

Fast creation of quote options & variants

The platform allowed for the fast creation of quote options & variants, giving us the agility needed to handle complex client negotiations seamlessly.

What are the 3 top Apropo features for you?

Library

The central library allowed us to store repeatable elements, helping us enforce a unified quoting process across the organization with less manual effort.

Interactive estimate view for our clients

Providing an interactive estimate view for our clients transformed static data into a beautiful, engaging experience that directly drove our sales increase.

Versions & variants

Utilizing versions & variants gave us the flexibility to easily adjust scopes on the fly, ensuring the fast creation of quote options & variants during negotiations.

Do you recommend Apropo for other software agencies?

Highly recommended. For any software agency looking to eliminate chaotic spreadsheets and deliver clear, high-converting, and standardized proposals to enterprise clients, Apropo is an essential tool.