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WORKFLOWS / SALES

Prepare better quotes.

Connect product knowledge and customer terms so sales can prepare reliable options.

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Sales colleagues discussing product options and a customer quote. People stay in control
01

ASSESS THE OPPORTUNITY

Understand the work before choosing the solution.

Example answers show how evidence becomes a practical first scope.

BUSINESS QUESTIONHow can sales prepare a reliable quote with less rework?
OUTCOME TO IMPROVEFaster preparation. Accurate products, prices, and terms.
FIRST SCOPEA draft quote that sales reviews before any customer offer.

Workflow

Example answer
Sales assembles quotes across several systems.
Readiness gap
Rework and review effort are not measured.
Next move
Map quote exceptions and capture the baseline.

Data

Example answer
Product and account information exists.
Readiness gap
Compatibility rules and customer terms have gaps.
Next move
Approve the pilot sources and pricing access.

Controls

Example answer
Discount approval limits are defined.
Readiness gap
The draft-to-offer review is inconsistent.
Next move
Agree review duties and exception routing.
Evidence to bring
Sample quotesProduct & compatibility rulesCustomer termsPricing approvals
Questions we ask
  • Are product details and compatibility rules complete?
  • Can we retrieve the correct customer terms and prices?
  • Which discounts and exceptions need approval?

Before funding a pilot, agree the baseline, available team capacity, cost assumptions, an accountable owner, and the value worth testing.

02

DESIGN THE AGENT FLOW

Make every action and handoff clear.

Know the sources. Limit the tools. Keep useful context. Coordinate the decision.

Know

Approved products, compatibility rules, customer terms, and prices.

Act

Retrieve permitted account details and prepare a draft quote.

Remember

Current quote context and confirmed customer requirements.

Coordinate

The agent prepares options; sales checks the offer and exceptions.

Approved information
Product dataCRMCommerceERP / pricing
  1. 01Sales request
  2. 02Check account access
  3. 03Retrieve products & terms
  4. 04Draft suitable options
  5. 05Sales approves
A clear route to a person

Missing pricing, unclear product fit, or a tool failure routes to the account or product owner.

See the workflow responsibilities

Find the right context

Approved product details, compatibility, and customer terms.

Access follows account permissions.

Prepare suitable options

AI drafts the quote using trusted product and pricing rules.

Prices come from approved sources.

Review before sending

Sales checks product fit, terms, pricing, and any exceptions.

A person approves the customer offer.

Source access follows existing permissions. Requests, retrieved content, and tool outputs are treated as data; they do not grant new permissions. Diagnostic records use approved retention and redact sensitive content.

03

DELIVER WORK YOU CAN USE

From a promising idea to concrete evidence.

01

Product & terms source map

Approved knowledge, pricing sources, owners, and access gaps.

02

Quote preparation workflow

Draft preparation, validation, review, and exception routing.

03

Review & evaluation plan

Product fit, pricing accuracy, rework, and preparation effort.

04

Owned enablement roadmap

Pilot roles, sales guidance, release gates, and operating ownership.

MEASURE AGAINST THE BASELINE

Compare quote preparation time, product fit, pricing accuracy, rework, and review effort with the current process.

04

ENABLE AN OWNED SERVICE

Evidence earns the next step.

A phased plan with an owner and a decision gate at every stage.

  1. 01

    Prepare

    Approve products, terms, pricing sources, and review rules.

    Owner
    Sales + product owners
    Evidence gate
    Pilot source coverage and access accepted.
  2. 02

    Prove

    Test product fit, price retrieval, and exceptional terms.

    Owner
    Delivery + sales reviewers
    Evidence gate
    Draft accuracy and approval boundaries verified.
  3. 03

    Pilot

    Prepare quotes with a small sales review group.

    Owner
    Sales pilot lead
    Evidence gate
    Useful preparation with acceptable review effort.
  4. 04

    Operate

    Maintain sources, guidance, support, and cost review.

    Owner
    Sales operations owner
    Decision
    Release, improve, extend testing, or stop.

Example workflow. Scope, timing, measures, and release decisions are agreed from your company’s evidence and investment priorities.

MOVE FORWARD WITH CLARITY

Start with the workflow that matters.

Bring the current process, a business owner, and the outcome you want to improve.

Talk through your situation Explore AI Strategy