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AI-Powered Sales Proposal Solution with RAG

Stable Proposal Quality Based on Internal Knowledge Utilizing RAG
Automation of the Entire Business Process from Public Information Collection to Document Creation
Reduction of Document Creation Effort for Sales Staff via Prompt Input Only

For Various Industries Industry-Specific Use Cases

01. Manufacturing (Sales Efficiency & Technical Documentation Utilization)

Use Cases: AI automatically generates product and solution proposal documents for new clients.; Sales staff reference technical documents and past success stories using RAG to include the latest information.; Automatic creation of competitor product comparison analysis reports from collected public information.

Effects: Shortened proposal lead time and standardization of proposal content.; Elimination of reliance on individual experts for specialized knowledge and company-wide sharing of sales know-how.; Deployment of strategic proposal activities based on market conditions.

02.Finance (Regulatory Compliance Proposal & Client Issue Resolution)

Use Cases: Automatic generation of solution proposals based on client financial data and industry trends.; Automatic checking and generation of proposal wording reflecting the latest financial regulations and compliance requirements.; Creation of simplified explanation documents for complex financial products tailored to client comprehension levels.

Effects: Improved closing rates through personalization of proposal content.; Certainty in regulatory compliance and reduction of risk for sales staff.; Increased customer satisfaction and reduction of inquiry handling effort.

03.IT Services (System Implementation Proposal & Quotation Support)

Use Cases: Creation of an optimal implementation phase outline from client system configuration information.; Automatic citation of functional explanations from similar case studies based on past project reports and knowledge bases.; Automatic generation of quotation basis documents by referencing service price lists and past quotation records.

Effects: Accelerated proposal speed and improved accuracy in the initial stages of requirements definition.; Significant reduction in knowledge search time for sales staff.; Reduction of effort in quotation creation and faster speed of price presentation.

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