Automated Sales Quotation System

Challenges

Manually handling enquiries, offers,BOM, In-stock and financial entries

Backlog due to delay on updating data in system

Increasing dedicated resources to meet demand

Action taken

Capture data from various sources, e.g. email, third-party applications Step 1
Captures all the vital details from several unstructured data sets and feed them into ERP with very high accuracy Step 2
Auto-task management and intelligent notifications Step 3
Manage and track transactions using reports Step 4

Actions Taken

  • Step 1

    Capture data from various sources, e.g. email, third-party applications

  • Step 2

    Captures all the vital details from several unstructured data sets and feed them into ERP with very high accuracy

  • Step 3

    Auto-task management and intelligent notifications

  • Step 4

    Manage and track transactions using reports

The Problem

Manually handling enquiries, offers, BOM, In-stock validation, dispatch and financial entries

The Solution

Automated quote, POs, invoices . Generate proposal with digital signature

The Result

95% Improved proposal efficiency

62.5% Reduction in operational costs