Sales Enquiry Assistant
Collect what a customer needs, prepare a reply and keep the salesperson’s notes up to date.
We need a portal for our customers.
What should customers be able to do, and how many people will use it?
A clearer operating result.
Useful when the operation needs more than another tool.
- Enquiries contain contact details but no requirement or timing.
- Salespeople rewrite the same introduction and follow-up notes.
- Important buying context stays in a conversation instead of the lead record.
What changes
- Requirement and timing recorded together
- Follow-up drafts grounded in the enquiry
- Sales staff review commitments before they are sent
The practical details.
What’s included, what it connects to and how it works.
How this foundation works.
- Capture the buying request
- Ask for missing qualification details
- Prepare the lead summary and next action
- Send to the assigned salesperson
How far can we take it?
A starting point
One qualification conversation and lead-summary workflow, with agreed fields, an owner and staff review of follow-up drafts.
Additional work to consider
Quotation preparation, account enrichment and several sales teams require additional rules and source access.
What can it connect to?
- Website or messaging intake
- CRM or lead register
- Approved service and pricing information
- Sales reminders
We’ll check what your existing tools let us access before including a connection in the plan.
Can it quote a price?
It can reference approved pricing if the scope allows it. Bespoke quotations, discounts and delivery commitments should remain drafts for staff approval.
Do we need a CRM first?
No. A structured lead register can hold the requirement, owner, stage and next action until a larger CRM is useful.
Start with the problem.
No brief or technical diagnosis required.
Tell us what's stuck