Starting point
Enquiries, product data and quotes sit in separate tools. Orders require repeated entry and follow-up depends on memory.
SALES & OPERATIONS AI UPGRADE
From enquiry to order. Less manual work.
Sales and operations AI transformation for manufacturers and wholesalers. Connect enquiries, quotes and orders through practical automation, CRM and ERP integration.
SOLUTION CASE / DEMONSTRATION
From enquiry to an approved quote.
Illustrative solution cases using demo systems and example data. They show what a delivery could look like, not verified customer results.
What we implement
Bring the records into one workspace, prepare a quote draft from agreed data and connect approved orders to the delivery workflow.
What to validate
Compare handling time, corrections and missed follow-ups against the starting point; check whether the team actually uses the workflow.
SYSTEM DEMO
Operations control centre
Screenshot from the on-site Business Control Centre demo. All displayed figures and names are demo data, not customer performance.
WORKFLOW MAP
From enquiry to order, with a review checkpoint.
- 01
Capture
Email, form and product requirements
- 02
Prepare
Extract details and match source records
- 03
Approve
Review products, prices and terms
- 04
Follow up
Assign an owner and next action in CRM
- 05
Deliver
Connect the approved order with ERP
Exceptions return to review; the responsible person approves commercial details before sending.
Start with one working flow.
First, agree the workflow, baseline and acceptance criteria. Then deliver a pilot on a defined set of enquiries or documents before expanding.
01 / Review & scope
A current-process map, systems and data inventory, bottleneck baseline and a prioritised pilot plan with an owner.
02 / Build & connect
A configured or custom workflow, required CRM/ERP connections, AI draft preparation and review checkpoints for prices, terms and exceptions.
03 / Train & hand over
A tested workflow, operating guide, team training and a review against the agreed baseline, with the next improvements prioritised.
INCLUDED CAPABILITIES
Built around the scope you need.
AI transformation & process optimisation
- Operational discovery and process mapping
- AI readiness, data and systems review
- Future workflows, priorities and implementation roadmap
- A scoped pilot with baseline measures and acceptance criteria
Custom ERP, CRM & connected systems
- Custom ERP: purchasing, stock, orders, project delivery and management reporting
- Custom CRM: contacts, opportunities, quotes, follow-up tasks and customer history
- Website enquiries, email, accounting and existing ERP connections
- Data migration, access roles, approval workflows and reporting dashboards
AI employees & workflow automation
- Sales and service assistants for enquiries and response drafts
- Document extraction, invoice checks and quote preparation
- Company knowledge assistants for products, procedures and training
- Scheduled workflows, task tracking and review of exceptions
BEFORE WE START
A few useful answers.
Do we need to replace our ERP or CRM?
We assess configuration and integration first. Custom ERP/CRM modules address the gaps that matter to your workflow, with migration scoped only where needed.
Where do AI employees and digital humans fit?
AI assistants can prepare enquiries, documents and knowledge-based answers. Digital-human videos can support product education and SOP training. Each is attached to a defined task and review process.
How is the work priced and measured?
Discovery has an agreed scope; implementation is organised by milestones. We set the baseline and success measures together. Third-party tools and usage costs are listed separately in the proposal.
Which workflow slows you down?
Plan an operations reviewBring an example enquiry, quote or process. We will help define a useful first improvement.