It’s a practical set of AI agents and workflows that take work off your sales team’s plate: capture and route RFQs, enrich incoming inquiries, assist quoting with guardrails, and keep CRM data clean so follow up is consistent and measurable.

No. We start with what you already use and add only what’s necessary. The goal is to improve lead to quote speed, win rate, and margin without forcing a platform migration unless there’s a clear ROI case.

We design guardrails: price floors, contribution targets, approval steps, and clear exception rules. AI can prefill and recommend, but your team stays in control of final pricing and commitments.

A sales owner, a quoting or ops stakeholder, and someone who can grant access to the systems that touch RFQs and orders. We also need a small set of example RFQs, quotes, and product family pricing logic so the system learns your reality.

You should see early improvements as soon as intake, routing, and follow up become consistent. Success is measured in quote cycle time, win rate, realized margin, and clean attribution you can trust across channels.