Intelligent commercial offers and business model personalization: enhancing customer experience and sales effectiveness

Context: ETECNIC operates in a dynamic and competitive environment where commercial excellence and customer experience are key drivers of sustainable growth. Beyond delivering charging infrastructure and services, ETECNIC’s sales teams play a central role in helping clients succeed financially by designing business models that maximize the value of electric mobility solutions. Customers increasingly expect clear, tailored, and value-driven commercial proposals that reflect their specific needs and business objectives. However, traditional proposal processes are often based on static documents and fragmented tools, limiting personalization, scalability, and visibility into how customers interact with offers once delivered. ETECNIC already has a solid digital foundation, including an ERP system with a structured catalogue of products and services and a CRM platform (Zoho) for commercial management and KPIs. The challenge is to evolve the commercial offering process into an intelligent, interactive, and data-driven experience, fully integrated with the existing ecosystem.

The Challenge: We are looking for an applied digital solution that enables ETECNIC’s commercial teams to create intelligent, personalized, and interactive commercial offers, transforming proposals into a strategic lever for customer experience, trust, and sales effectiveness. The solution should provide sales teams with a fast, flexible, and user-friendly digital environment to build offers using existing products, services, and business models, while allowing customers to interact with those offers in a traceable and dynamic way. The system should capture interaction data, support digital signature workflows, and provide real-time feedback to sales teams. The ultimate goal is to hyperpersonalize the commercial experience, shorten sales cycles, increase conversion rates, and continuously improve offers and business models, while integrating seamlessly with ERP and CRM systems.

Specific Functional Scope: The solution should cover the following capabilities:

• Digital environment for sales teams to generate commercial offers using the existing ERP product and service catalogue.

• Integration with:

  • ERP systems for articles, pricing, budget control, and financial tracking.

  • CRM platforms (Zoho) for pipeline management and commercial KPIs.

• Configurable templates and layouts adapted to different services and customer profiles.

• Interactive, web-based offers that can be shared instantly and consulted at any time.

• Informational sections per product or service, clearly communicating value and business impact.

• Traceability and analytics on customer interaction with offers.

• Digital signature and automated notifications when offers are viewed or signed.

• Visibility and control per sales representative (offers issued, status, follow-up).

• Business model visualization linked to each offer, reinforcing the economic value of ETECNIC’s solutions.

• Scalability and adaptability to future services and commercial strategies.

Expected Impact: Success will be measured by:

• Improved customer experience during the commercial process.

• Increased personalization and perceived value of offers.

• Higher conversion rates and shorter sales cycles.

• Better understanding of customer behaviour through interaction data.

• Improved efficiency and effectiveness of sales teams.

• Greater visibility and control of the commercial funnel.

• Continuous improvement based on real usage insights.

Solutions Sought: We value solutions that:

• Are already in use or close to production.

• Go beyond static documents or basic quotation tools.

• Focus strongly on user experience for sales teams and customers.

• Integrate seamlessly with ERP and CRM systems.

• Allow progressive and controlled deployment.

• Empower sales teams rather than replacing them.

What We Are Not Looking For

• Basic PDF generators or static proposal tools.

• Isolated solutions without integration capabilities.

• Generic CRM platforms that replace existing systems.

• Conceptual or demonstration-only projects.

• Proposals without measurable impact on sales performance or customer experience.