Greenleaf increases quotation process efficiency by over 55% with kinisto

Greenleaf, a leading provider of urban landscape solutions, stands for innovation and sustainability. Based in the Oberbergisches Land region, the company serves customers in Germany, Austria, Switzerland and Luxembourg. But with growing success, Greenleaf faced new challenges - particularly in the area of creating offers.

Like many building material suppliers, Greenleaf faced several challenges in their quoting process:

• Over 1,000 price inquiries needed to be processed per month
• Sorting, overviewing and timely submission of quotes became increasingly difficult
• Processing long bills of quantities in PDF format was very time-consuming
• The multitude of repetitive tasks burdened employees

The diverse team with various product competencies needed a solution to work more efficiently and focus on value-added activities.

Greenleaf decided to implement kinisto, the intelligent software for inquiry management and offer creation. The new workflow with kinisto includes the following steps:

1. Integration into Workflow: New inquiries are imported via drag-&-drop or automatic email forwarding into the kinisto folder - manual filing is no longer required.
2. Prioritization with Search and Filter Functions: Inquiries are sorted and prioritized based on automatically recognized submission deadlines and construction projects.
3. Efficient Task Distribution directly in the Software: Employees can assign inquiries to themselves for processing, which increases team flexibility and avoids bottlenecks.
4. Intelligent BOQ Processing: kinisto automatically recognizes relevant items in bills of quantities, which significantly reduces the time needed for manual review.
5. AI Product Suggestions: For each item in a bill of quantity, kinisto suggests suitable products. Employees review and adjust these suggestions as needed, which is particularly advantageous for frequently offered products.

After a short adjustment period, kinisto was extremely positively received by the sales team. Employees report that working with BOQs has become significantly faster and more pleasant.

A particular advantage was also shown in field sales: Sales representatives now use kinisto for preliminary inquiries with extensive BOQs, which significantly shortens response time and increases customer satisfaction.

The introduction of kinisto has revolutionized the quotation process at Greenleaf. Through the significant time savings, reduction of error sources and relief of employees, Greenleaf was able to drastically increase its efficiency. The software has become an indispensable part of daily work and supports Greenleaf in responding faster and more precisely to customer inquiries. This not only strengthens the company’s competitive position, but also enables resources to be freed up for innovation and customer service.

With kinisto, Greenleaf has taken an important step towards digitalization and process optimization - an investment that has paid off in the shortest possible time and equips the company for future challenges in the dynamic market of urban landscape design.