FOR MANUFACTURERS AND WHOLESALERS

Sales AI Agent

Prepare for visits. Build proposals. Keep better records.

Bring purchase history and meeting notes together for each account. Prepare questions and product suggestions using your existing CRM, sales management systems and Excel. We design the workflow around the way your team sells.

Discuss your workflow

Features and scope are tailored to each business.

Sales AI Agent account preparation screen — Japanese interface
Turn account information into visit preparation and proposals.

PRODUCT WALKTHROUGH

See the Sales AI Agent in action

See how account information supports visit preparation and product proposals. The demo shows the Japanese interface.

WORKFLOW

Turn account information into the next conversation

Connect pre-visit research, proposal preparation and post-meeting records.

  1. 01

    Understand the account

    Bring together purchase history, sales trends, past conversations and outstanding commitments.

  2. 02

    Prepare the visit

    Identify accounts to visit, explain the reasons, and prepare questions for the meeting.

  3. 03

    Build the proposal

    Use product information and commercial terms to draft product suggestions and proposal materials.

  4. 04

    Capture the follow-up

    Organize meeting notes or voice memos into a record of the discussion and next actions.

REVIEW AND APPROVAL

Your team decides, with the sources in view

  • Source purchase history and meeting records
  • Update dates and the period covered
  • Product details, prices and commercial terms
  • Customer commitments and outstanding actions

YOUR TEAM’S ROLE

Refine the proposal for your customer

Use the information organized by AI to decide whom to visit and what to propose. Adjust it to reflect the customer’s circumstances and your latest conversations. Meeting records are also reviewed before being written back to the CRM.

DATA

Work with the information you already have

Keep your existing CRM and SFA. Start by connecting the information needed for the workflow you choose.

Purchase history and sales

Transactions by account and product, held in your sales management system or Excel.

Meeting history and sales notes

CRM or SFA records, customer commitments and next actions.

Products and commercial terms

Product masters, catalogs, price lists and account-specific terms.

Visit schedules and accounts

Account assignments, planned visits and dates of previous visits.

Information managed in Excel can also be included. Feasibility depends on the files, system configuration and contract terms.

Explore our integration approach →

IMPLEMENTATION

Start with one sales workflow

  1. 01

    Define the scope

    Choose a manual task, such as visit preparation or meeting notes, and the accounts to include.

  2. 02

    Validate with real information

    Check the source data, proposal quality, and the time required for review and corrections.

  3. 03

    Integrate and improve

    Define how records reach the CRM, establish operating procedures, and improve with team feedback.

What we measure

Track preparation and record-keeping time, the number of output corrections, and actual usage by the team.

What we discuss

How your sales team works, the number of accounts it covers, your current systems, and where research or manual copying takes time.

Discuss your workflow

Let’s identify where to start: visit preparation, product proposals or meeting records.

Contact us

Explore the Order Management AI Agent →