Industrial products company · Live · name withheld
Slower replies to customers, slower deals, and expert time spent answering the same questions.
A sales rep types a customer's question, in plain language.
Product manuals, datasheets, technical files, service documents and approved business knowledge.
Emailing other departments, searching shared drives and waiting for an expert to reply.
For each customer question, reps emailed different departments and waited.
Answers were buried in terabytes of manuals and technical files.
Every slow reply slowed the deal behind it.
Indexed manuals, datasheets and service documents in one searchable place.
The assistant answers only from those documents and shows the source.
Reps and specialists correct or approve answers as they go.
Weak answers are flagged and the next answer gets better.
Reps and subject experts correct or approve answers. That feedback improves the next answer. Sources are always shown so the rep can check.
Document stores and shared drives (export or connector)
Optional: CRM, to log questions against opportunities
Across technical and support questions, from manuals to service documents.
Reps ask once instead of emailing different departments.
The right answer at the right time helps the team score leads.
Hundreds of products, 30+ services and terabytes of manuals. Reps used to email different departments for each answer. Now they ask once and get a cited answer.
The method behind 99% (question set, grading, date) is to be confirmed before external use.
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