Sales Quote Generation

Initially, the Assistant automatically gathers all relevant information from inside the CRM, the company’s master data through Azure SQL, as well as an internal compliance tool, with the aim to calculate the size of discount that the customer would be eligible for. All this is done in the background, so that the associate does not need to switch back and forth between systems, which is typically error-prone and takes lots of time.

Once all information has been collected, the Assistant displays it all in a simple overview that follows the logic of the renewal quote to be created. The associate can take in all of the data and apply their judgment to see whether it makes sense to go ahead with quote creation.

After the associate is fine with all the data entering the quote, the Assistant automates the handling of the quote generation tool, removing unnecessary duplicate data entry in the process. Once this is done, the associate has another chance to review all data before proceeding.

When more data is required from other departments, like in this case guidance from the central pricing unit, the Assistant alerts the associate and offers its help in creating a follow-up task inside the system on behalf of the associate.

Once the follow-up task has been drafted, the Assistant prompts the associate to give it another review before hitting Submit.

The process requires the associate to not only generate the quote, but also to make copies of it in Excel and PDF and attach those to the deal for later reference, as well as leave a note behind in the CRM. The Assistant automates all of those tasks in real-time, saving valuable time for the associate.