your best seller just lost a $250k deal
Jordan’s best seller just lost a $250k deal. Not because of price or competition.
Because the RFQ response took 11 days.
RFQ asks for company certs and compliance status → They’re in the compliance portal. No access. Email compliance to pull them for me. Wait.
RFQ asks for references from similar projects → They’re in the CRM. I can only see my own projects in the CRM. I ask my Sales Manager to run the search. She’s on vacation.
RFQ asks for current capacity and availability → They’re in the project management system. I don’t have a license. I ask the ops manager to look it up. He forwards the request to someone on his team.
So when Jordan’s IT team connected their systems to an AI assistant, RFQs were the first use case her team tried.
AI assistant, see the RFQ from the customer attached. Review the RFQ and generate a response. Be sure to connect to the compliance portal, CRM, and project management system to inform our response. Go!
The first week her team used it, she got a Slack message from one of her reps: “I just finished an RFQ in 20 minutes. I’m taking the rest of the afternoon to actually visit a customer.”
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