In short
Ask a salesperson where their week goes and the answer is rarely: with customers. It goes on drafting quotes, looking up data, writing follow-up emails and filling in reports. That is exactly where AI is strongest today.
Preparing quotes
A quote agent reads the enquiry, finds the right items and prices in your ERP, looks at what you offered comparable customers before, and puts a draft quote together. Your salesperson reviews it, adjusts the price and sends.
The point is not that the computer writes the quote. The point is that your salesperson starts at eighty per cent instead of at a blank document.
Qualifying and following up leads
Score incoming forms against your own criteria and assign them to the right salesperson.
Call a new lead back within the minute with a voice agent.
Spot quotes that have gone quiet and propose a follow-up message.
Get a briefing on the company before the meeting, built from public sources and your own history.
SEEING WHAT YOUR NUMBERS SAY
Most ERP systems are full of useful signals nobody looks at, because a report would have to be built. An agent allowed to query your sales data answers those questions in plain language:
- Which customers ordered last year and have not this year?
- Which items are declining at customers who are otherwise stable?
- At which customers is margin falling without volume rising?
- Which quotes from recent months were never answered?
GOOD TO KNOW
Those four questions produce an immediate work list for the coming weeks at most companies.
They require no new software package, only secure read access to data you already have.
WHERE TO START
With the part of the sales process where your people most often do the same thing. At most companies that is the quote, because the same lookups precede it every time.
- How many quotes do you produce per month, and how long does an average one take?
- How much of that time goes on looking things up rather than on the customer?
- Do enquiries arrive in a fixed form, or differently every time?
- Are your price agreements in the system, or in your salespeople's heads?
That last question is decisive. If the agreements are not recorded anywhere, that is the first step, and it is not AI.
ENQUIRIES THAT ARRIVE AS TEXT
Many enquiries arrive as an email with a list, or a PDF with the customer's own item numbers. Retyping those costs time and produces errors. An agent reads them, matches them to your items and sets them up as an enquiry or a basket.
Cross-sell and reordering
For regular customers with a recurring pattern, an agent can flag: this item was normally ordered every two months and has not come through for four. That is worth a specific phone call, and it is far stronger than a general campaign email.
YEARS OF .NET EXPERIENCE
PROJECTS DELIVERED
SUCCESSFUL ERP INTEGRATIONS
IN-HOUSE SPECIALISTS
The salesperson decides, always
We deliberately build these applications as suggestions rather than executions. No emails going out on their own, no prices adjusting themselves. Your salesperson holds the pen, they simply no longer start from nothing.
That is not only caution. A salesperson who notices messages going out in their name that they did not write will stop using the system within the month.
Why companies choose IDcreation
- The Belgian Defence has been our largest client for over ten years. What meets those security requirements will hold up with you.
- No standard package you have to bend to, but software that follows the way you work.
- Our own hosting in Belgium, with monitoring, backups and a single point of contact.
- Since 1996 we have built in Microsoft technology. One strong foundation makes us fast and thorough.
