Challenge: Traditional Customer Relationship Management (CRM) pipelines often required significant manual intervention, leading to slow response times, errors in quotes, and an overburdened Business Support department.

Solution: We introduced an AI-powered chatbot solution tailored to handle RFOs (Request for Offers) and generate personalized proposals. The chatbot automated client interactions, from gathering requirements to creating customized offers.

Impact:

• Eliminated up to 90% of manual tasks in CRM pipelines.

• Accelerated response times, enabling real-time offer generation.

• Freed up the Business Support department to focus on strategic priorities and high-value tasks.

• Delivered a consistent, personalized customer experience, improving client retention rates.

Why It Matters: This case underscores how AI-driven automation can transform customer-facing roles, allowing teams to deliver exceptional service while improving operational efficiency.