ESContact

From email to quote in minutes

The agent interprets the request, checks catalogues and inventory, and drafts the quote in the customer's format.

Client
Industrial company
Industry
Industry
Lines
Agents and models · Software
Status
In production

The challenge

Quote requests arrived by email, as free text with attachments. Preparing them meant manually cross-checking supplier catalogues, the product database and inventory, and many opportunities were lost because responses were too slow.

What we did

Diagnosis of the sales process, agent design, integration with email and with the product data in the ERP, deployment and continuous improvement.

  1. The request arrives: a customer email, as free text with attachments.
  2. The agent interprets it: it extracts products, quantities and terms.
  3. It queries the systems: product database, supplier catalogues and inventory.
  4. It generates the quote: it proposes products and drafts the quote in the customer’s format.
  5. Review and send: the sales team validates it and responds in minutes.

Outcome

50% more quote generation capacity, with faster responses and higher conversion.

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