Complex Quoting & RFPs

INSIGHT’s specialty is managing complexity.
Businesses with complex quoting or RFPs need to effectively manage an exceptional amount of detail in order to win more, meet customer expectations, and profitably grow the business.
We utilize a ground-up approach to develop quoting solutions that simplify and streamline workflows, capture critical information, and shorten response times. Your business’s unique qualitative attributes and processes are coupled with robust data engineering and analytics to develop a pricing engine that accurately reflects your complexity to deliver optimized quote recommendations. Where gaps in workflows exist, INSIGHT develops tailor-built quoting applications that codify your processes to drive consistency, intelligent decision-making, and transparency. Our technology is made available through our powerful platform, which allows us to deliver operational solutions quickly.
Beyond CPQ implementation, businesses with complex quoting or RFPs will benefit from routine KPI benchmarking and measurement—tool usage, price adoption, win rate, time to quote—to ensure targets are consistently being met and any new challenges are quickly identified and addressed. INSIGHT’s purposeful data engineering capabilities, powerful analytics engine, and deep data science expertise ensure ongoing visibility into your business and a centralized foundation for data-backed decisions. Whether your goal is increased win rate, shorter turnaround times, margin growth, or all the above, INSIGHT is your partner to manage complexity and win more.
Common Challenges
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Complex Pricing Structures
Some businesses face complexity when engineering, design, or other technical elements go into determining price. This leads to long turnaround times, systems that don’t accurately capture relevant information, customer dissatisfaction, and quotes that don’t align to margin or revenue goals.
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System Gaps or Complexity
Complex quoting or RFPs may involve multiple systems and processes to produce a quote. Businesses need tools and workflows they can confidently rely on to seamlessly capture necessary information while managing tight deadlines.
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Lack of Ownership
Lack of clear ownership and transparency across the quoting process results in long response times and customer dissatisfaction.
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Decentralized Institutional Knowledge
Pricing knowledge and best practices frequently get locked up as institutional knowledge either within a select few individuals or across disparate functions. This decentralized knowledge creates risk for long-term sustainability within the pricing organization.
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Limited Reporting
Many businesses have limited visibility to pricing effectiveness and impact at a granular level in order to understand historical patterns, surface existing trends, and quickly adjust to improve outcomes.
Meet Our Experts
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With over 250 dedicated pricing strategy experts, our team helps businesses achieve profit and EBITDA growth through our process proven on over 800 engagements since our founding in 2006.
Amanda Davis
Amanda is a Director of Business Development at INSIGHT2PROFIT. Amanda has over 7 years of experience with INSIGHT and specializes in identifying profit opportunities and devising solutions to drive sustainable and scalable impact.
She began her career at INSIGHT as a member of our Delivery team where she led dynamic price modeling, hands-on change management and continuous improvement initiatives. Now, Amanda leverages her experience to lead our Business Development group, ensuring new client partnerships have a clear and value accretive scope, with a shared vision of success.
Amanda earned her B.A. in Economics and Management with a minor in Leadership Studies from Marietta College.
Andy Voelker
Andy is a Principal at INSIGHT2PROFIT bringing over 20 years of strategy consulting experience, specializing in pricing, analytics, strategy and operations. He has led numerous B2C pricing and commercial strategy engagements at INSIGHT and has deep retail experience as an operator.
Prior to joining INSIGHT, Andy spent 10 years at Ace Hardware, where he held multiple leadership positions encompassing all aspects of cost/price management and analytics to support the merchandising organization. Prior to joining Ace Hardware, Andy spent 10 years in Accenture’s retail practice focusing on pricing and promotion strategy and operations.
Examples of Andy’s experience include:
- Built a team of 16 analytical professionals focused on managing wholesale and retail profitability through analytics and cost/retail management
- Led a complete redesign of cost change management process, technology and reporting, leading to greater efficiency, accuracy and visibility
- Effectively navigated an entire organization through tariffs, pandemic-related pricing and supply challenges, and historic rates of inflation, all while growing profitability and maintaining competitiveness
- Led a team of more than 35 professionals focused on improving productivity of retail model through store planning, space and assortment planning, retail pricing, power aisle, store environment and GNFR
Andy earned his B.S. in Chemical Engineering from the University of Illinois at Urbana-Champaign.
Bradley Van Hulle
Brad is a Senior Manager at INSIGHT2PROFIT, with over 5 years of consulting experience, specializing in price and profitability strategies, revenue management, and the implementation and execution of quote applications. Brad has led and contributed to over 10 client engagements throughout his time at INSIGHT. His expertise spans more than 10 industries, including home security, medical supplies, life sciences, industrials, food and beverage, automation, energy sustainability, facility services, and global contract manufacturing. He is well-versed in various pricing strategies, such as target pricing, margin targeting, list plus discount, list price setting, among others.
Examples of Brad’s experience include:
- Led a pricing application and strategic price implementation for a flow manufacturing and distribution organization with over $1.6B in revenue and 90+ independent business units, resulting in margin improvement exceeding $25M
- Led a strategic pricing initiative for a flooring company with revenue surpassing $400M, implementing price level setting strategies and increases across three distinct business divisions
Brad earned a B.S. in Neuroscience from the University of Michigan.
Danielle Cisler
Danielle is a Principal at INSIGHT2PROFIT. Danielle has more than 15 years of professional experience including 10 years as a pricing consultant. She has served in various capacities in commercial analytics, e-business, and project management roles.
Specializing in B2B pricing for manufacturers, distributors, and service providers, she leads pricing engagements to ensure long-term sustainable impact. Her leadership extends beyond client engagements to include her previous role as the lead of INSIGHT’s Summer Analyst Program.
Prior to joining INSIGHT, Danielle spent 7 years at Simonton Windows.
Examples of Danielle’s pricing experiences include:
- Drove a 4% improvement in return on sales (ROS) for an industrial configured products manufacturer by shifting from cost-plus to value-based pricing, introducing an integrated quoting solution, holding the sales organization accountable for driving price, and implementing weekly price monitoring
- Led a 2.5% improvement in return on recurring revenue for a professional services provider through a new pricing strategy and infrastructure, differentiated pricing, and emphasis on price adoption and win rate
- Delivered a 30% margin improvement in Year 1 for a manufacturer of electrical equipment by implementing a pricing algorithm and tool to provide differentiated freight rates; continued success includes increasing freight revenue and margin through identification of leakage such as carrier compliance, additional charges, and process changes
Danielle earned her MBA from The Ohio State University, Fisher School of Business, and a M.S. in Quantitative Psychology, from the University of Notre Dame, specializing in finite factor mixture modeling. She also holds a B.S. in Mathematics and a B.A. in Psychology from Marietta College.
Gerry Thomas
Gerry is a Principal at INSIGHT2PROFIT. Gerry has 9 years of experience in pricing and commercial strategy across various roles, including consultant, manager, senior manager, and director. He specializes in B2B pricing, particularly for industrial equipment, heavy machinery, chemicals, and industrial manufacturers and distributors. He has also collaborated with several B2C clients in industries such as leather goods, white goods, face care, and consumer product goods.
Prior to joining INSIGHT, Gerry spent 8 years as part of the Accenture Strategy team in the Pricing and Commercial Strategy group. During his tenure at Accenture, Gerry worked in sales enablement, zero-based budgeting, and in pricing and commercial strategy.
Examples of Gerry’s experience include:
- Led a project contributing $80M in EBITDA improvement over 16 months by implementing a value-based pricing methodology across the portfolio for a heavy trucking OEM
- Achieved a 2.5% net price improvement during inflationary headwinds for a B2B valve and industrial equipment portfolio company encompassing over 30 distinct brands, implemented a configurable custom quoting tool and PowerBI KPI dashboard utilized across 15+ brands, providing ongoing support for continuous improvement over multiple years
- Delivered over $50M in EBITDA improvement as the pricing project lead for an industrial equipment manufacturer through value-based pricing strategy and implementation
Gerry earned his MBA from the Goizueta Business School at Emory University, M.Ed. in Secondary Education and Teaching from the University of Missouri-Saint Louis, and a BBA in International Business from the University of Georgia.
Jonathan Durkee
Jonathan brings over 20 years of experience in the B2B software industry primarily in product and general management to his role as Chief Operating Officer at INSIGHT2PROFIT.
Prior to joining INSIGHT, Jonathan was with Verizon Connect where he served as General Manager for a business unit focused on expansion into a new product category while also serving as Vice President of Product Management for the large and rapidly growing core GPS vehicle tracking segment. Jonathan has experience serving customers of all sizes, with companies at all stages of growth as well as experience working in and across multiple functions.
Jonathan earned his B.A. in Mass Communications from Miami University.
Justin Seefeldt
Justin is a Managing Principal at INSIGHT2PROFIT and brings 15 years of experience as a management consultant focused on pricing, sales and marketing strategy. Over the past decade, Justin has spearheaded over 70 engagements across various industries concentrating on pricing and profit strategy, resulting in delivering clients more than $1B of value creation.
Prior to joining INSIGHT, he spent several years at a Fortune 500 wholesale distributor, focusing on strategic pricing, private brand management, and commercial analytics.
Examples of Justin’s experience include:
- Collaborated with an industrial holding company to develop a scalable pricing structure and process across more than 40 individual businesses, yielding over $30M of EBITDA impact and 500 basis points margin improvement
- Achieved over $10M of EBITDA impact for an omni-channel building products manufacturer by developing a gross-to-net waterfall that identified key areas of profit leakage and creating corresponding strategies to mitigate them
- Served as a centralized pricing function for a Fortune 500 multinational specialty manufacturer to coordinate pricing strategy and action plans across businesses, executing a $400M pricing action against downward margin pressures
Justin earned his MBA in Corporate Finance and Marketing Strategy & Planning from DePaul Driehaus College of Business, Kellstadt Graduate School of Business and a B.S. in Consumer Economics & Finance from the University of Illinois Urbana-Champaign.
Terry Oblander
Terry is the Chief Commercial Officer at INSIGHT2PROFIT. With over 20 years of entrepreneurial leadership experience, he collaborates with senior executives to implement commercial strategies that drive significant profit improvements.
At INSIGHT, Terry spearheads the development and execution of growth strategies while overseeing crucial functions, including transaction services, business development, sales, and marketing. Since joining the company in 2011, he has held several key leadership roles, including Chief Growth Officer and Managing Director of Advisory Services. Terry has been instrumental in leading pricing and profit improvement engagements for numerous companies and played a pivotal role in shaping INSIGHT’s approach to continuous value creation for its clients.
Terry is deeply passionate about enhancing business operations, fostering team and individual development, and contributing to work that makes a meaningful difference.
Prior to joining INSIGHT, Terry held senior leadership positions at AkzoNobel, a Fortune 500 building materials company, where he demonstrated a consistent track record of leading cross-functional teams in driving profitability improvements.
Terry earned his MBA from Cleveland State University and his B.S. in Business Administration from The Ohio State University, Fisher College of Business.
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