Intelligent Quote Management Automation

Client Overview

Our client is a well-known healthcare provider in the US who requires an advanced quote management system within Salesforce that could handle complex questions easily. Their existing system lacked modern AI features, was slow, and error prone.

Despite being on Salesforce their team suffered challenges due to their technical limitless. They wanted automation that could compare multiple quotes parallaly, search historical quotes and upload files that AgentForce AI could use. That's when our machine learning solutions expert pitched in to build smart solutions to mitigate business challenges.

Challenge

Their first challenge was to check multiple quotes in parallel, followed by searching historical quotes. Some of their other business pain points were managing quote groups, dynamic creation workflows and processing file uploads that could be used by AgentForce AI.

Our Solution

After carefully analyzing their pain point we enabled file upload with AI-based analysis. This allowed the system to interpret and utilize content in real time.

Business Outcome

Post AgentForce implementation, our client notice a drastic change in their business results. Quote comparison time improved by 70%, ATA retrieval accuracy by 85%, and sales efficiency by 95%.