Automatic Quote Generation
Preparing quotes manually is slow and error-prone, especially when it involves price tables, discounts and per-customer rules.
What we automate
- Quote creation from requests received by email or form
- Automatic application of price tables, discounts and per-customer terms
- Document generation and sending to the customer for approval
- Automatic CRM registration and status tracking
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
- Reading and interpretation of orders received by email or portal
- Extraction of the relevant data (products, quantities, deadlines)
- Validation against stock, prices and commercial terms
- Automatic integration with the ERP
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
- Portal for customers to check quotes, orders and invoices
- Submission of new requests and orders directly on the portal
- 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, inefficient and depends on the team's availability, limiting sales volume.
What we automate
- Smart search by sector, size and similarity with current customers
- Automatic identification of relevant contacts at target companies
- Enrichment of sales data (email, LinkedIn, website)
- CRM integration for automatic lead registration
More qualified leads generated automatically, freeing the team to close deals.