Sales Process Automation

Quotes

Preparing quotes by hand is slow and error-prone, above all when requests arrive in free-form text and without the company’s own part numbers.

• Centralisation of requests received across several email inboxes, with automatic triage
• Interpretation of free-form content, including the customer’s own product names and attached PDF documents
• Matching of each line to the catalogue, with a confidence level per line
• Customer validation and stock check
• Price calculation according to the organisation’s pricing rules, by customer type or by scoring criteria
• Generation of the quote as a PDF and automatic registration in the ERP
• An access link sent to the customer, where they view the document, confirm the address, adjust quantities and approve
• Automatic request to the customer for the missing data, when that is what is blocking the quote
• Learning from the teams’ corrections, with pattern recognition per customer
• Configurable degree of automation, set by the organisation and adjustable over time

Quotes prepared in minutes, with no calculation errors and with online approval.

Customer Portal

Customers increasingly want the autonomy to check information and place requests without depending on direct contact with the team.

• 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.

• 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.

Orders

Order processing, from the email through to registration in the ERP, is covered on the Logistics Process Automation page.