AI in B2B sales and quoting
AI for B2B sales work, quote request handling and draft quotes. We improve sales and build the solution in the same team.
From quote request to draft
Salespeople easily spend their time reading quote requests and gathering details. AI reads the text, picks out the details and prepares a draft, which leaves more time for customers.
We improve sales and build solutions in the same team. The price and the final quote remain a person’s responsibility.
See also AI consulting and sales improvement.
Example situation
A quote request is read by hand, details are gathered from many places and the reply is slow.
- Quote request arrives
- Details gathered by hand
- The reply is slow
Goal
AI picks out the details and prepares a draft. The salesperson checks the price and sends the quote.
- Quote request arrives
- AI prepares a draft
- Salesperson checks it
Familiar signs
- Quote requests wait because reading them and gathering details takes time.
- The same details are typed into both the quote and the CRM.
- Proposal follow-up gets forgotten when things are busy.
- You've tried AI in sales work, but it hasn't stuck.
What we do
Quote request handling
AI reads the quote request, picks out quantities, schedules and requirements, and flags what information is still missing.
Draft quotes and quote calculations
The draft is put together from your price list, earlier quotes and rules. Responsibility for the price and for sending stays with the salesperson.
Sales follow-up and reminders
AI summarizes customer messages and suggests the next contact. Open quotes are visible in the system you use.
Sales process first
If stages and owners are missing, automation only speeds up the confusion. We first make clear how your sales move forward.
Frequently asked questions
Does the AI send quotes on its own?
No. The AI prepares a draft, and the salesperson checks it before it goes out. We agree together on what it may do and what a person checks.
Can AI calculate the price of a quote?
It can pick out quantities and requirements from the quote request. The price itself is calculated with your price list and agreed rules, and the salesperson approves it.
Does this suit selling technical products?
Yes, when quote requests involve a lot of reading, such as specifications and requirements.
Is this sales training?
No. We go through your sales work, build the solution and put it into use.
What customer data can the AI use?
Only what we agree on together. Before work starts, we go through which data is used and where a person checks the result.
The first step
We start with a free assessment call. Tell us how a quote request moves today and where the time goes. You get a written proposal and a price before anything starts.
Arrange an assessment call