Process: Sales Process Automation

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

Process description:

  • Inquiries: Customers send emails to 25 individual salespeople across 3 GCC locations.
  • Specifications: Salespeople review emails to discern specifications and identify parts.
  • Costing: Manual lookup in personal workbooks for part costs.
  • Margin Addition: Variable margins added based on customer relationships.
  • Quote Creation: Manually draft and send quotes back to customers via email.

Objective:

Streamline and monitor the quote preparation and submission process to enhance efficiency, visibility, and tracking.

Challenges:

  • No visibility on incoming emails as they are scattered.
  • Uncertainty about timely acknowledgment.
  • Ambiguity over TAT for quote submission.
  • Lack of systematic follow-ups and reminders.
  • Inability to track the value of submitted quotes.

Solution:

  • Centralize email query consolidation.
  • Employ a bot to monitor the mailbox, promptly acknowledge new email inquiries, and assign a unique internal reference number.
  • Ensure salespeople include the central mailbox when sending out quotes, enabling the bot to capture and store quote values in a database.
  • Enable dashboard and analytics features using the database to provide insights and streamline processes.
Tools Automated:
Technology Used:
Industries Applicable:
  • Manufacturing
  • Automotive
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Benefits:

  • Unified view of customer inquiries.
  • Assured immediate customer responses.
  • Defined TAT tracking for all quotes.
  • Automated reminders and follow-ups.
  • Comprehensive value tracking, enhancing analytics.
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