More time for clients, less for offers and the CRM.

AI takes over the preparation around a sale, so the salesperson keeps the conversation with the client. The solution does three things: it drafts the offer from the client data in your CRM and from your text library, it updates the CRM from emails and meeting notes, and it drafts the follow-up email. For every deal it also suggests the next step.

Today salespeople piece offers together from old files, fill in the CRM after every meeting and write emails by hand, while the client waits. With the solution the salesperson starts from a ready draft and only checks, corrects and sends. You do not need to change your CRM: we work with the system you use, depending on how it can be connected. The solution is part of our AI business process automation service and is tuned to your templates, products and way of selling.

AI prepares the draft by combining the data on a specific client with the texts your company already uses. At the start we look at the sales process and the offer templates and organise a text library: descriptions of products and services, terms and standard paragraphs. The client data, such as the need, the contact and the stage of the deal, comes from the CRM.

The draft therefore follows your template and your language, not generic text. The salesperson opens it, corrects what is needed and sends it. When a section needs judgement, such as a discount or a special term, the solution leaves it to the salesperson. The text library stays yours and grows when new products or terms appear. In the first week we also agree the metrics we will measure success by, for example the time from the request to the offer being sent.

No. AI prepares the drafts, and the salesperson checks, approves and sends them. Nothing reaches the client without a person, because an offer is a promise made on behalf of the company and a mistake in it is expensive. Salesperson approval is built into the first version of the solution, not added later. The salesperson always sees the full text before it goes to the client.

Before it reaches production, the solution goes through a pilot with real deals under supervision. In the pilot we measure, for example, the time to offer. Every solution is measured against its baseline, and if it does not deliver, it does not reach production. We stop it and pick the next process. Solutions that work get support and improvements every month, with response within 24 hours. If your meeting notes get lost as well, see how decisions and tasks from meetings reach your systems.

Offer and CRM automation can be a standalone project or part of a full AI transformation with the Encorp AIM (AI Implementation Method). As a standalone project it starts with a review of the sales process and is quoted on request. Within Encorp AIM it is one of the processes chosen at Gate 1 from the opportunity map. It is tested as a pilot project in phase 2, in weeks 5–10, and the solutions that pass go into production in weeks 11–12.

The same rules apply in both cases. The solution connects to the CRM you already use and sends nothing without the salesperson. The code, the model instructions and the deployment are yours, and after go-live AI Ops takes care of support, improvements and new processes. If you are not yet sure where to start with AI, the first step is the free AI readiness test.