Process: Quote Generation

  • Sales
  • SAP/ERP Order entry
  • BOM
  • Accounts
  • Procurement
  • Quality
  • Role-based Dashboard

Process description:

  • Inquiries: Customers send specifications via email.
  • Specifications: Salespeople manually read, understand, and map these to internal part numbers.
  • Costing: Manual lookup in workbooks for each part's cost.
  • Profit: Manually add variable margins based on customer.
  • Quote creation: Generate and send quotes in varying formats.

Objective:

To optimize and automate the quote generation, enhancing consistency, accuracy, and tracking.

Challenges:

  • Inconsistency in specification formats.
  • Tedious manual lookup for part numbers.
  • Manual margin addition leading to inconsistencies.
  • Non-standardized quote formats.
  • No transparency on quoted values & applied margins.
  • Lack of insight into reasons for order rejection.

Solution:

  • Create a comprehensive database of part numbers and specifications.
  • Bot scans inquiries and uses Gen AI to interpret and map specifications.
  • Salespeople validate bot results, adjust margins, and generate PDF quotes.
  • Captured quote details in a database for improved analytics.
  • Automated follow-ups.
  • Closed loop feedback for the failed orders.
Tools Automated:
Technology Used:
Industries Applicable:
  • Manufacturing
  • Automotive
View Print Version

Benefits:

  • Streamlined and automated quote generation.
  • Uniformity in quote presentation.
  • Enhanced transparency and tracking.
  • Insights to refine future sales strategies.
  • Automated reminders and follow-ups.
  • Comprehensive value tracking, enhancing analytics.
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