Connecting customer enquiries to relevant quotations.

01 / THE CHALLENGE

The work that needed to change.

Quotation requests involved customer checks, product matching, pricing review and email preparation across several tools.

02 / THE SOLUTION

Connecting the right steps.

Email intake connects to CRM identification and product-link analysis. Recommendation and pricing context support a personalised draft, with human approval before the reply is sent.

• Customer identification through CRM records
• Product-link analysis and recommendation logic
• Pricing context in personalised drafts
• A human approval step before replying

03 / THE WORKFLOW

How the system works.

1. 01Receive an enquiry
2. 02Look up the customer
3. 03Analyse product links
4. 04Match products & pricing
5. 05Prepare a quotation draft
6. 06Approve & reply

04 / THE OUTCOMES

What the workflow made possible.

• Reduced repetitive customer and product checks.
• Made quotation preparation more consistent.
• Used CRM context to support relevant recommendations.

05 / TECHNOLOGY

Tools behind the workflow.