XOi for Sales
XOi’s sales solution captures and enriches equipment data, feeding the details into quoting tools to support forecasting, capital planning, and a seamless, customer-facing experience.
Smarter Surveys. Faster Quotes. Proactive Plans.
Capture and Enrich Site Data
XOi digitizes one of the most time-consuming parts of service sales: collecting and organizing equipment data during on-site surveys.
Voice, OCR, and photo guided capture makes it easy to collect equipment details quickly and accurately without typing or guesswork.
Automatic data enrichment adds OEM specifications and details such as capacity, refrigerant type, efficiency, and age to create reliable equipment records without manual lookup.
Store all equipment details in XOi’s equipment manager, a single source of truth.
XOi’s site survey solution cuts documentation time from 15 minutes to 90 seconds for a typical customer.
Build Accurate Quotes in Less Time
XOi connects complete, structured equipment data directly to your quoting process so teams can move quickly and confidently from site survey to proposal.
Every proposal created is pulled from structured equipment data to ensure accurate pricing, clear scope, and fewer errors.
Reusable configurations and quoting templates standardize pricing, scopes, and terms to accelerate quoting and protect margins.
Deliver branded, data-rich proposals that build customer trust and demonstrate credibility.
Customers using XOi have gained up to an 85%+ increase in quoting close rates.
Become a Strategic Advisor to Your Customers
XOi turns complex equipment data into clear, visual information that helps sales teams communicate proactively with confidence.
Show the full picture by translating equipment data and site findings into visuals customers can easily understand.
Lead stronger customer conversations, XOi makes it easy to identify replacement needs and forecast investments.
Extend your workflow even further with capital planning to plan budgets and guide long-term customer investment. Model multi-year plans using real factors like age, condition, refrigerant type, and cost assumptions.
XOi customers with 3,000+ assets have uncovered up to $10M+ in potential revenue from their equipment and service data.
The Playbook: Moving from a Vendor to a Strategic Partner
Automatically accessing enriched data is the key.
How to forecast breakdowns, inefficiencies, and service needs before they cause downtime.
Ready to move from a vendor to a trusted advisor?
Fill out the form below to schedule a meeting with the XOi sales team