Soft General

AI-based quote analytics for a global technology corporation

2+ years

Project lifetime

About project

The client, a global technology corporation, required an outstaffing IT team to automate the complex process of quoting a service or a subscription that will be used by Sales teams of any size.

Key milestones achieved

1

Implemented a feature that allows to quote faster by estimating services separately or combining them into one model.

2

Integrated risk-management algorithms.

3

Automated sales documentation that allows to create accurate proposals, SOWs, orders, or any other quote-related documents.

4

Added seamless integration with the leading CRM, PSA, and ERP software.

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Problem we faced

To accelerate close rates without leaking revenue was required to leverage AI-based price guidance. The client also required a solution to empower sales teams with full mobile capabilities of model pricing and subscription quoting on-the-go. To help software users keep track of various metrics and their thresholds during the quote approval procedure was required to add specific quote analytics.

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