Automated Proposal Generation

Process Goal

Proposal generation is a crucial process in a company's sales operations. Incoming price or proposal enquiries should be identified as quickly as possible and processed (semi-)automatically to enhance customer satisfaction, increase conversion rates, and allow sales processes to scale more effectively.

KPIs:

Reduction in response time by up to 85%
Reduction in processing time by up to 95%
Return on Investment of over 500%

Reduction in response time by up to 85%
Reduction in processing time by up to 95%
Return on Investment of over 500%

Reduction in response time by up to 85%
Reduction in processing time by up to 95%
Return on Investment of over 500%

Improvement with FireStart

Response time to customer enquiries reduced from hours/days to mere minutes in some cases
Nothing remains unattended in mailboxes: The system automatically recognises purchase interest and promptly notifies the sales department
Processing time reduced to mere seconds: Sales representatives receive pre-populated proposals which they can either adjust or send to the customer with a single click
Enhanced customer satisfaction and increased sales conversion rate
Cost savings in sales operations: Fewer sales representatives required, and staff satisfaction improved

Response time to customer enquiries reduced from hours/days to mere minutes in some cases
Nothing remains unattended in mailboxes: The system automatically recognises purchase interest and promptly notifies the sales department
Processing time reduced to mere seconds: Sales representatives receive pre-populated proposals which they can either adjust or send to the customer with a single click
Enhanced customer satisfaction and increased sales conversion rate
Cost savings in sales operations: Fewer sales representatives required, and staff satisfaction improved

Response time to customer enquiries reduced from hours/days to mere minutes in some cases
Nothing remains unattended in mailboxes: The system automatically recognises purchase interest and promptly notifies the sales department
Processing time reduced to mere seconds: Sales representatives receive pre-populated proposals which they can either adjust or send to the customer with a single click
Enhanced customer satisfaction and increased sales conversion rate
Cost savings in sales operations: Fewer sales representatives required, and staff satisfaction improved

Automated Proposal Generation Process

Process starts automatically
- Incoming customer message via email or web form initiates the process
AI verification of purchase interest
- Messages are analysed by artificial intelligence to determine purchase interest
- If interest is confirmed, the desired items are automatically identified from the company's internal product database and descriptions, along with the requested quantity
Price determination:
- The process is directly linked to a pricing or product database, an ERP system, etc., from which pricing information is extracted
- Based on this, the total enquiry amount is calculated
Automatic generation of a proposal
- Sales department staff immediately receive a notification, e.g. in MS Outlook or MS Teams, with a pre-populated proposal and the original customer message
- Based on the enquiry value, a specific role within the sales department is assigned
Proposal is reviewed and dispatched
- The sales representative can perform a final review of the proposal and adjust products, prices, or terms if necessary
- With a single click, a finalised proposal is sent to the customer

Process starts automatically
- Incoming customer message via email or web form initiates the process
AI verification of purchase interest
- Messages are analysed by artificial intelligence to determine purchase interest
- If interest is confirmed, the desired items are automatically identified from the company's internal product database and descriptions, along with the requested quantity
Price determination:
- The process is directly linked to a pricing or product database, an ERP system, etc., from which pricing information is extracted
- Based on this, the total enquiry amount is calculated
Automatic generation of a proposal
- Sales department staff immediately receive a notification, e.g. in MS Outlook or MS Teams, with a pre-populated proposal and the original customer message
- Based on the enquiry value, a specific role within the sales department is assigned
Proposal is reviewed and dispatched
- The sales representative can perform a final review of the proposal and adjust products, prices, or terms if necessary
- With a single click, a finalised proposal is sent to the customer

Process starts automatically
- Incoming customer message via email or web form initiates the process
AI verification of purchase interest
- Messages are analysed by artificial intelligence to determine purchase interest
- If interest is confirmed, the desired items are automatically identified from the company's internal product database and descriptions, along with the requested quantity
Price determination:
- The process is directly linked to a pricing or product database, an ERP system, etc., from which pricing information is extracted
- Based on this, the total enquiry amount is calculated
Automatic generation of a proposal
- Sales department staff immediately receive a notification, e.g. in MS Outlook or MS Teams, with a pre-populated proposal and the original customer message
- Based on the enquiry value, a specific role within the sales department is assigned
Proposal is reviewed and dispatched
- The sales representative can perform a final review of the proposal and adjust products, prices, or terms if necessary
- With a single click, a finalised proposal is sent to the customer