Sales Process Digitization

Paradise Grills POS software & sale documents automation

Paradise Grills is one of the largest outdoor kitchen manufacturers in the US, specializing in customizable outdoor kitchens, grills, tiki huts, and more. The company distributes its products through a network of showrooms equipped with a 3D configurator, as well as through its online store. The next big step was the digitization of the showroom sales.

As the company expanded, there arose a need to digitize the sales process within its showrooms, encompassing the generation of specifications and the signing of contracts along with all necessary attachments. An intuitive system was essential to manage these orders effectively.

Goals

  • Digitize the sales process across over 40 Paradise Grills showrooms.
  • Accelerate and streamline the finalization of the complex sales process. 
  • Standardize and organize the circulation of sales documents within the company.

Challenges 

  • Digitally recreate the unique sales process flow, covering order placement, purchase agreement processing, payment, optional add-ons and order fulfillment.
  • Integrating the POS system with the 3D product configurator, crucial for visualizing and pricing custom products.

Solution

We designed a complete digital ecosystem, system that would digitize the order processing. What took over 30 minutes, could be accomplished with 5. The entire solution was based on 3 custom built element:

Point of Sale software (POS)

Essentials

  • Quick, automated generation of sales agreements
  • Support for the custom product building workflow
  • Variety of payment methods, including Clover terminals
  • Automated tax calculation
  • Ability to transfer products from the 3d configurator to the POS within seconds.
  • Security of sensitive data: Strong security solutions to keep customer data safe and legally compliant.
  • Maintenance: Reliable technical support and a library of tutorials that will help the company implement the new solution and up-to-date solve any emerging problems.

To accomplish these requirements, we designed and developed the POS mobile app from scratch. In close cooperation with Paradise Grills, the Ar-range team analyzed every bit of the sales process and the flow of information with PG’s structures, designing a system that would digitize the process. 

Workflow

  1. Analyzing the current information flow in the organization - both showrooms and the corporate office. 
  2. Analyzing the legal documents (sales agreements) to make them modular.
  3. Writing down the initial scope of the POS app.
  4. Selecting the right technology for both showroom and back office apps. 
  5. Mapping all the possible sales scenarios
  6. Designing the UX mockups
  7. Iteration-based development process
  8. Integrating the POS with external product database
  9. Integrating the POS with the 3D configurator using a custom built QR-based communication system 
  10. Integration with Clover terminals
POS System on iPad with Clover terminal

Automation of the document signing process and document circulation

Does your sales team spend countless hours preparing personalized quotations or final sales agreements? This is a common problem, especially for teams selling custom products. While internal processes often seem so complicated that digitization may appear unattainable, the benefits of implementation often exceed expectations.

Automation of document creation and circulation was critical for the whole project. Besides being a huge time saver, it ensured that documents were always accurate, properly formatted, and, most importantly, compliant. Thanks to this solution, the Paradise Grills team could focus on tasks that directly bring profit instead of tedious formalities.

The American manufacturer developed a detailed process over the years for placing orders and signing contracts that include the necessary attachments required for various product variants. It was also essential to account for options such as specifications for customized products, shipping and billing, delivery timeframes, terms and conditions, warranties, and taxation.

The automation of the agreement signing process was closely linked to the statuses of the sales process. Therefore, the team first developed and mapped out the sales flow, including all possible scenarios. The next step involved digitally recreating all documents with fields for entering data and creating signatures. Finally, the agreement signing process, along with its logic, was implemented in the POS app.

Back Office management software 

The Back Office system is designed to collect and standardize orders from over 40 Paradise Grills showrooms. The platform is seamlessly integrated with and synchronized to the product and customer databases.

This system manages all orders, generates reports, collects contracts, and supervises seller and showroom accounts. It also automatically gathers loyalty program subscriptions from various sources.

Effects

  1. Streamlined Checkout Process - POS software, document automation and Back office solution significantly speed up the checkout process, making it more efficient for customers and staff. By automating various tasks, such as scanning personalized items from the product configurator, applying discounts, and processing payments, the software reduces the time it takes to complete transactions. 
  2. Improved operational efficiency by process digitalization, minimizing errors, and ensuring accurate order processing. Additionally, features like automation of the document signing process and document circulation and back office software help managers make informed decisions, further optimizing business operations.
  3. Time and money savings: By automating manual tasks and removing the need for paper-based processes the company saves both time and money on operational expenses. This includes lowering the risk of human error and decreasing the time employees spend on routine tasks. Consequently, the Paradise Grills Team can allocate resources more effectively and invest in other areas of growth.
  4. Increased revenues and customer satisfaction thanks to the implementation of a two-threshold loyalty program like Paradise for Life, which is based on recurring payments, the business can offer preferential rates for individual or all product categories. This not only incentivizes repeat purchases but also fosters customer loyalty, driving up revenues and enhancing the overall customer experience.

The POS application was successfully implemented on iPads in over 40 showrooms in the United States.

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