A supplier of industrial equipment with its own assembly line. Inquiry flow was steady, the product catalog was wide, and the sales team was small and stretched thin. There was no shortage of leads, but the sales plan kept missing.
The problem wasn't traffic or price. A request would come in by email with a spec sheet, the manager would put it off until a gap between calls, the gap wouldn't come, and the quote would go out on day three or four. By then the customer already had two proposals in hand from other suppliers and was talking to whoever answered first. From the outside, it read as "weak salespeople."
The other half of the losses wasn't visible at all. Calls were recorded but nobody had time to review them: listening through a week of the department's conversations cost the owner about ten hours, so he spot-checked, usually after a deal had already fallen apart. What had been promised on lead time and which objections kept repeating call after call — nobody tracked systematically.
The owner went into the project cautiously and set one condition: AI sends nothing to the customer on its own. It prepares a draft, the manager checks it and sends it — accountability for the number on the quote stays with the person.
We built two areas. The first parses incoming requests: pulls line items out of the spec sheet, matches them against the catalog, pulls in prices and customer history, and assembles a draft commercial quote. Disputed items — non-standard tolerances, missing equivalents — get flagged separately and go to the engineer with a ready-made breakdown. The second reviews every call recording and gives the owner a morning summary: where a manager didn't call back, where a quoted lead time missed the production schedule, where a deal is at risk.
Two months in, conversion from inquiry to deal rose by twenty-seven percent — mainly because quotes started going out the same day as the inquiry instead of on day four. Sales-department oversight for the owner dropped to thirty minutes a week from ten hours: he reads the summary and listens selectively to the three or four conversations AI flagged.
"I thought we were losing on price. Turns out we were losing on how fast the quote went out."
This is a real case; the company's name is withheld under NDA. Your numbers depend on how long quote preparation currently takes, how formalized your catalog and pricing rules are, and in what form requests arrive. On the automation roadmap we calculate this on your own data before work begins.
