Enterprise Software
From 48h to 2 Minutes: B2B Proposal Automation
How implementing a CRM-connected RAG model reduced the scope and proposal generation cycle, increasing conversion by 34%.
2 minProposal Time
+34%Conversion Increase
TechCorp's challenge was clear: their sales executives lost an average of two business days drafting complex proposals after the initial meeting. This response time cooled off the lead and made room for competitors.
The Implemented Architecture
We replaced the manual process with an Agentic Pricing Pipeline:
- The salesperson uploads the meeting recording to the internal portal.
- The Whisper Agent transcribes the audio and extracts the requirements (Scope of Work).
- The Pricer Agent, integrated via RAG to the company's official pricing table, matches the scope with business rules and generates three package options.
- The final document (PDF + Web Link) is sent back to the salesperson in less than 120 seconds.
Direct Impact
By delivering a perfectly formatted technical proposal while the client was still "hot", TechCorp's win-rate skyrocketed by 34% in the first quarter of use.