AI Engineer for B2B sales
In complex B2B sales, the manager loses not because of the lack of a script, but because of the lack of context: technical limitations, previous CPs, prices, analogues, guarantees, delivery, installation, margin, risks and the next step. AI Engineer helps bring this together into one working system.
What exactly do you get?
The first effect is usually seen in speed of response, quality of qualification, less dependence on one experienced engineer and better control of the funnel.
Who suits?
- B2B sales departments of equipment, energy systems, engineering and service
- Teams of long cycles of transactions and a large number of technical clarifications
- Owners who want to standardize the quality of KP and follow-up
- Presales teams that need quick access to the technical base
Commercial results without unnecessary theory
AI-qualification of the lead and a list of clarifying questions
Generation of CP drafts, email and follow-up
Search by previous projects, prices, catalogs and guarantees
Tips for the next best action in CRM
Control of completeness of the application before transfer to the engineer
Analysis of the causes of losses and delays in the funnel
How to launch
Analysis of the funnel and typical requests
Preparation of knowledge base and answer templates
AI-copilot in CRM or a separate work interface
Team training and quality control of results
Input data to start
Questions before starting
Do you need a CRM?
Preferably, but not necessarily at the first stage. MVP can be built around tables, mail, forms and documentation, and then integrated of CRM.
Will AI write to customers automatically?
We recommend human-in-the-loop: AI prepares the draft, the manager checks and sends. Full automation should be introduced only for low-risk scenarios.
How to control the quality of answers?
Through sources, templates, restrictions, fact-checking, journaling and regular review of answers on real cases.
Is it possible to calculate the margin and the complete set?
Yes, if there are pricing rules, available prices, discount logic and a responsible owner of the final commercial policy.
Do you need an engineering plan for your task?
Submit a brief description of the process, facility, or equipment list. Let's answer what data is needed for the first technical brief.