Qualify opportunities faster, prepare more relevant sales conversations and reduce repetitive administrative work.
Alongside these specialised workflows, the general AI and automation use cases can help with everyday documents and messages. The examples below show how to apply similar approaches to your team.
These examples are starting points. Adapt the inputs, integrations and review steps to your process.
Use case 01
The problem: Analysing large numbers of tenders makes it hard to identify suitable opportunities.
The solution: Collect tender information and assess it against your qualification criteria.
Example workflow:
Use case 02
The problem: Monitoring competitors takes time and resources.
The solution: Track competitor activity and prepare insights to support your sales strategy.
Example workflow:
Use case 03
The problem: Writing relevant scripts for different customers and sales situations slows down preparation.
The solution: Draft sales scripts tailored to customer context and the conversation you need to have.
Example workflow:
Use case 04
The problem: Preparing a tailored proposal for every customer takes substantial time.
The solution: Use customer requirements to draft proposal content that your team can review and refine.
Example workflow:
The Propozr example illustrated below combines document analysis with proposal drafting. Check that each proposal accurately reflects your offer and the customer requirements.
Use case 05
The problem: Training new sales representatives repeatedly takes time.
The solution: Create personalised training materials and simulated prospect conversations.
Example workflow:
Tell us about your current process. We can help identify a useful first use case, define the workflow and put it into practice.