Faster answers and quotes, without losing business rules.
The best first project is often where high request volume meets fragmented information and dependence on a few experts.
Find the operational leakage, not an AI idea.
Qualify a request
Understand need, references, quantities, deadlines and missing information.
Prepare a quote
Bring together product, price, stock, discount, equivalents and sales rules.
Process an order
Extract lines, check consistency and prepare entry or approval.
Answer a status request
Find order, availability or delivery information without switching tools.
AI works between a real input and a controlled decision.
These are possible system patterns, not claimed client results. The assessment determines the right scope in your context.
Sales qualification assistant
01- Input
- Customer email, attachment or form
- System
- Extracts the request, retrieves context and drafts missing questions
- Human control
- Sales validates qualification and response
- Metric
- Speed and completeness
Quote preparation
02- Input
- RFQ, bill of materials or free-form description
- System
- Suggests references, equivalents and a draft from approved sources
- Human control
- Business team checks price, margin, availability and commitment
- Metric
- Time per quote
Purchase order reading
03- Input
- PDF, spreadsheet or email order
- System
- Structures line items and flags mismatches with quotes or rules
- Human control
- Order administration approves before entry
- Metric
- Errors and rework
Start with a frequent, bounded and already measured workflow.
One request type, product family or user group is enough to test value. The pilot does not need to cover the whole catalogue or every customer.
- ●Recurring volume
- ●Accessible product data
- ●Identifiable approval rules
- ●Sales or operations sponsor
Start narrow, reach production.
Each service supports a different decision. You can begin with the assessment without committing to a full deployment.
Constraints to address before building.
Do we need to replace our ERP or CRM?+
No. The system is designed to read or write to existing tools according to available access. Replacing a system of record is not the starting point.
Can AI choose prices or discounts on its own?+
Not by default. Sales rules, thresholds and approvals remain explicit. Autonomy depends on accepted risk.
What if our catalogue is poorly structured?+
Source quality is assessed during discovery. A first scope can focus on the best documented families with targeted normalization.
Can you process requests received by email?+
Yes, when access, formats and rules can be scoped. Email can trigger a workflow, while critical outputs remain controlled.
Let’s find the right place to start.
A 30-minute conversation to understand how you work, what is getting in the way and where AI could genuinely help.