Business challenge
In the complex B2B sector, sales teams were spending too much time on the operational work of creating quotes: searching extensive catalogues, aligning with complicated discount policies and adapting specific commercial terms, which slowed down the sales cycle.
DATUM solution
The agent mines data from the CRM, ERP and PIM (Product Information Management) in real time. Based on the given parameters, it automatically generates an optimised draft of a complex quote. The AI also proactively suggests up-sell and cross-sell opportunities based on the customer's history. The sales representative only verifies the data, and the system automatically generates a professional PDF document.
Business value
The time to create a standard, accurate B2B quote was cut from 45 minutes to under 5 minutes. Sales teams refocus on strategic selling and building relationships instead of administration.