Written by AQ | Dec 16, 2025 5:00:00 AM
- 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.