Automatic Quote Generation
Preparing quotes manually is slow and error-prone, especially with price tables and per-customer rules.
What we automate
- Centralisation of quote requests received in several email inboxes
- Automatic matching between the request and the quote, with the customer identified and the data pre-filled
- Quote sent to the customer with a link to award it on the Portal
- Automatic conversion into an ERP order when the customer awards the quote
Faster quotes, with no calculation errors and with automatic follow-up.
Order Processing
Manual order entry consumes time and is a frequent source of errors that affect the whole downstream operation.
What we automate
- Orders received by email, interpreted by AI
- Automatic generation of the order and the delivery note in the ERP
- Automatic confirmation to the customer, with the expected delivery date
- Open cases flagged with the reason (ambiguous customer, missing data), with an automatic request for data from the customer when applicable
Orders processed faster, with fewer errors and no manual entry.
Customer Portal
Customers increasingly want the autonomy to check information and place requests without depending on direct contact with the team.
What we automate
- Customers can check quotes, orders and invoices
- Awarding of quotes on the portal, with the option to change and confirm
- Real-time status of each request
- Integration with internal systems, with no data duplication
More autonomy for the customer and fewer routine requests for the sales team.
B2B Prospecting
Manual prospecting is slow and depends on the team's availability, limiting sales volume.
What we automate
- Search by similarity with reference customers
- Enrichment with data from your own ERP (employees, installed machines, branches, revenue) to size the proposal
- Affinity ranking of leads, prioritising those with the greatest potential
- External enrichment of business contacts
More qualified leads generated automatically, freeing the team to close deals.