Sales & Quotation Preparation

Sales clearly benefits when proposal and tender work becomes faster, more consistent, and less dependent on the individual knowledge of specific employees. Vimmera AI helps to structure complex requirements, bring together relevant information, and systematically prepare proposals.

Tenders and inquiries can be automatically analysed and converted into clear requirements, criteria, and service modules. Suitable references, product modules, technical descriptions, and previous proposal components are specifically identified from the company’s knowledge base. On this basis, proposals can be formulated consistently and technically correct. At the same time, the results can be prepared so that they can be directly transferred into ERP and CRM systems.

In addition, risks, deviations from standard services, open points, and queries are made visible. This results in proposals that are not only created faster, but are also more robust in content, better comparable, and comprehensible for all parties involved.

The benefits of Vimmera AI are also clearly visible in sales. Sales staff regularly face situations where deep product, solution, and industry knowledge is required, such as in customer meetings, presentations, or with individual requirements. Vimmera AI provides this knowledge situationally, including technical details, application scenarios, references, comparison options, argumentation aids, and alternatives.

For meeting preparation, relevant information about customers, markets, previous contacts, product variants, and special requirements is available in a structured manner. Sales staff can specifically prepare for meetings and have the information they need during appointments to provide confident and well-founded advice.

This significantly reduces the effort required for research and coordination. Even less experienced employees can work at a high professional level, as knowledge is no longer tied to individuals. This increases the consistency of advice, strengthens customer trust, and improves closing opportunities.

Another key application area is proposal creation and processing of tenders. Extensive inquiries, specifications, or tender documents are automatically analysed, structured, and converted into concrete requirements. Relevant passages, technical criteria, scope of delivery, and conditions are identified and prepared in context.

On this basis, Vimmera AI assigns suitable products, services, options, and references from the company and product knowledge base. Dependencies, variants, quantities, and alternatives are taken into account, resulting in a professionally robust proposal framework.

This information can be transferred directly to existing ERP and CRM systems, where proposals are calculated, formally created, and further processed according to established processes. This preserves the familiar system landscape while significantly reducing manual effort and processing time.

With a high volume of inquiries, incoming requests can be automatically evaluated, categorised, prioritized, and provided with a probability assessment. Sales teams thus maintain an overview even with many parallel processes and can focus specifically on the most relevant business opportunities.

The result is faster, more consistent, and professionally more precise proposals, higher efficiency in sales, and less dependence on individual expert knowledge.

If you want to accelerate proposal work without losing quality, we will look at your templates, knowledge sources, and approval steps.