The challenge
A mid-sized B2B consulting firm in Mexico City was losing deals to slower internal processes. Their quote-to-signature cycle averaged six business days: lead came in via webform, was manually re-keyed into the CRM, a senior consultant drafted a quote in Word, legal reviewed terms, the document went to DocuSign, and the signed PDF was filed in Drive. By the time the contract was ready, half the leads had cooled.
The solution
The firm consolidated onto OMB Cloud AES, replacing five separate tools (CRM, document templates, e-signature, file storage, follow-up email). The Catalog module holds their service line cards with current rates. An AI agent qualifies the inbound lead via webchat, drafts a quote pulling from the Catalog, routes it to a senior consultant for one-touch review, sends the contract via in-house e-signature, and triggers automated follow-up if not signed in 48 hours.
The results
- Quote-to-signature cycle down 80%: from 6 days to 1.2 days median
- Close rate on quoted deals up 32% — fewer cooled-off leads
- Senior consultant time on quote drafting down 65%, redirected to advisory work
- Five vendor contracts collapsed into one
—Operations Director, consulting firm (15-employee, Mexico City)