MaxSteel: Connecting Complex Orders From Quote to Contract

case study

MaxSteel has built an impressive operation in the custom steel building and carport industry, supported by an expansive dealer network and a team focused on making the sales process as strong as the product itself.

As the business continued to grow, they saw an opportunity to make the transaction side of the operation easier to manage.

What initially brought MaxSteel to CAL was fairly specific: they were looking for an RTO solution that could work with IdeaRoom. But as we got into their workflow, we realized RTO was only part of the opportunity.

Cash sales, contracts, and particularly change orders were still creating separate processes that made tracking an order more complicated than it needed to be. For a business working through a large dealer network, that visibility matters.

The CAL Transaction Hub gave MaxSteel one place to manage both cash and RTO transactions, while creating a clearer path from the original quote through the final signed contract. Change orders that had previously required more manual coordination became part of that same process.

Sean from MaxSteel describes the impact:

The CAL Transaction Hub has provided several major benefits for both MaxSteel and our dealer network. One of the biggest advantages has been streamlining the entire order process from quote to signed contract. It has also improved visibility and tracking for both our internal team and dealers, helping reduce errors and improve overall efficiency.

For our dealers specifically, having a centralized web-based platform for our contracts has made the process much more professional and easier to manage

For us, MaxSteel is a great example of what can happen when a client comes to us with one need and we take the time to understand the operation around it.

We’re proud of what we’ve been able to build together and especially proud that the result works not only for MaxSteel, but for the dealers who represent them every day.

 

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