All case studies
Distribution and project-based business
Supplier request automation agent with CRM updates
AI agent prepares supplier requests, checks information and updates CRM fields automatically.
Challenge
Sales, procurement and project teams manually created supplier inquiries, checked supplier details, gathered information and updated CRM records. Repetitive admin, incomplete CRM records and slowed-down sales, procurement or project workflows.
Solution
- The agent prepares supplier requests in a standardised format.
- Checks current supplier information before sending.
- Updates CRM fields automatically so data doesn't live only in email threads.
- Standardises request creation across teams.
Results
- Less repetitive sales and procurement admin.
- Better CRM data completeness.
- Faster supplier request workflows.
- Less manual checking and copying.
Approved metric
One implementation achieved an estimated annual saving of approximately €40,800.
Our approach
AI agent + CRM API integration + standardised message templates. A pre-implementation audit evaluates volume and the realistic annual savings potential.
Best fit for
- Distribution companies.
- Procurement teams.
- Sales operations / RevOps teams.
- Project-based businesses with many suppliers.
Facing a similar challenge?
We'll assess whether this approach fits your processes and what value it would realistically deliver.
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