AI READY · Service area

AI for Marketing & Sales

Campaigns, leads, content, CRM and conversion analyses — fast, measurable and with clear sales focus.

Use case 01

Live dashboard for Marketing & Sales

Leads, pipeline, campaign performance, CRM KPIs, competition and forecasts — condensed in one interface, always up to date.

Sales and marketing performance at a glance

The AI marketing dashboard condenses operational and strategic KPIs from CRM, campaign tools, web analytics and sales into one interface. Trends, anomalies and early-warning signals are surfaced automatically — without manual reports.

Management, marketing and sales see at any time where the pipeline and campaigns stand — and can direct attention where it generates impact.

AI dashboard for Marketing & Sales – live overview of leads, campaigns and pipeline

How it works

Three steps to the marketing dashboard
with AI READY

1

Connect systems

We connect CRM, campaign tools, web analytics and other data sources — securely, locally and without data leaving your company.

2

Configure KPIs & funnel

Funnel stages, attribution, target groups and early-warning rules are tailored to your sales and marketing logic.

3

Use and refine continuously

We support and optimise continuously — the dashboard grows with your campaigns and sales processes.

Use case 02

AI assistant for Marketing & Sales

A direct contact point for leads, customers, campaigns and sales data — based on your own CRM and communication content.

Answers in seconds rather than hours

The AI assistant answers questions about leads, pipeline, customer history, campaign impact and sales activities in context and traceably — based on your internal data.

Sales and marketing save time on research, meeting preparation and reports. Complex questions are answered in natural language, with references to the underlying data sets.

AI assistant for Marketing and Sales

Use case 03

AI knowledge management for Marketing & Sales

Proposals, pitch decks, contract templates, campaign analyses and experience — accessible through a single question.

Your company's sales knowledge available at any time

The knowledge management platform connects proposals, pitch decks, templates, contract patterns, campaign analyses and internal playbooks into a central, intelligent access point. Anyone looking for an argument, a template or a past campaign finds it without long research.

New sales employees are productive faster, senior know-how is preserved when people leave, and a consistent external brand is easier to maintain.

AI knowledge management platform for Marketing and Sales

Use case 04

AI agents for Marketing & Sales

The AI agents shown serve as examples and inspiration. Which agents actually make sense depends on the industry, company size, processes and individual requirements – the possible applications are virtually unlimited.

In many SMEs, the biggest effort lies not in selling itself but in following up and coordinating: contacting prospects, tracking quotes, arranging appointments and maintaining the CRM. These ten AI agents take over exactly this recurring legwork.

1

Proposal Preparation Agent

Still manual today

Manually read inquiries, gather the line items, build proposals in Word or Excel, coordinate terms and send them by hand.

Automated with AI

Reads incoming inquiries from email or PDF, identifies the line items, retrieves the relevant ERP data and generates a proposal draft in your corporate design. It flags missing or unclear details and hands the draft to sales for pricing and approval.

30–40 h savings / month

Pays for itself in 7 to 9 months

Standard ERP only generates proposals from structured data; reading the inquiry and assembling the draft remain manual work, and pricing is not rule-based in many SMEs.

2

Order Confirmation & Delivery Date Coordination Agent

Still manual today

Create and send order confirmations manually, inform customers individually by phone or email about delivery-time changes, and check the status in the ERP by hand.

Automated with AI

Reads incoming orders, checks availability, creates the order confirmation, proactively informs customers about delays and updates the delivery dates.

25–35 h savings / month

Pays for itself in 8 to 11 months

The ERP creates the confirmation but does not handle proactive communication when dates change; that falls to the back office.

3

Quote Follow-up Agent

Still manual today

Sales reps check Excel lists, send reminders manually and call individual customers to follow up; many quotes slip through uncontrolled.

Automated with AI

Monitors open quotes, contacts prospects automatically at defined intervals, detects buying intent, answers queries and escalates only complex cases to sales.

20–30 h savings / month

Pays for itself in 8 to 12 months

ERP and CRM create quotes, but active follow-up and individual communication usually remain manual, and the reminder function is rarely used.

4

Content & Product Description Agent

Still manual today

Manually turn product data into descriptions, adapt them for each channel individually and create translations in-house or commission an agency.

Automated with AI

Reads product master data from ERP or PIM and creates sales-ready descriptions for web shop, marketplaces and catalogue, in multiple languages and formats.

20–30 h savings / month

Pays for itself in 8 to 12 months

Shop systems provide no ready-made copy, descriptions in the ERP are technical rather than sales-oriented, and the gap between data maintenance and marketing remains.

5

Inquiry Qualification & Appointment Scheduling Agent

Still manual today

Transfer inquiries into the CRM by hand, read and assess emails, set follow-up reminders manually, and arrange queries by email and appointments by phone.

Automated with AI

Evaluates contact forms, trade-fair inquiries and emails, assesses the potential, creates the record in the CRM, runs the dialogue, answers standard questions and starts the follow-up sequence.

30–40 h savings / month

Pays for itself in 9 to 12 months

CRM systems store inquiries but rarely handle the full communication and autonomous scheduling, and in SMEs they are often not configured for this or only awkwardly so.

6

Tender & Bid Processing Agent

Still manual today

Work through tender PDFs manually, copy requirements into Excel, gather documents, create the bid document in Word and monitor deadlines by hand.

Automated with AI

Reads incoming tender documents, assesses relevance and chances, extracts the requirements, collects the needed documents, creates a structured bid draft, coordinates approvals and submits on time.

30–40 h savings / month

Pays for itself in 10 to 14 months

No ERP or CRM drives the tender process end to end, the work is entirely manual, and many tenders are ignored for lack of capacity.

7

Social Media & Community Agent

Still manual today

Find topics, write copy, choose images, post and handle reactions, or outsource to an agency; the publishing rhythm stays irregular.

Automated with AI

Evaluates topics, product news and the company calendar, creates ready-to-publish posts, publishes after approval, answers standard inquiries, collects inquiries and hands qualified contacts to sales.

20–30 h savings / month

Pays for itself in 10 to 14 months

Scheduling tools only publish, content generators create copy without planning or handover of inquiries; without an agent there is no end-to-end flow.

8

Customer Reactivation Agent

Still manual today

Use Excel to work out who last bought when, select manually and send a generic email, or skip reactivation entirely for lack of capacity.

Automated with AI

Identifies inactive customers from the purchase history, creates personalised reactivation offers, sends a multi-stage sequence, holds conversations and arranges follow-up appointments.

15–25 h savings / month

Pays for itself in 10 to 16 months

Newsletter tools send in bulk but are not designed for individual 1:1 reactivation through to scheduling; the dialogue stays manual.

9

Sales Partner & Dealer Support Agent

Still manual today

Inquiries come in by email and phone, documents are sent manually and training dates arranged individually; a central point of contact is missing.

Automated with AI

Supports sales partners and dealers with product inquiries, document requests, campaigns and the organisation of training, automatically and around the clock.

15–25 h savings / month

Pays for itself in 10 to 16 months

Partner portals often do not exist in SMEs or are used only to a limited extent; always-available support otherwise ties up staff resources.

10

Complaint Handling Agent

Still manual today

Read the complaint manually, find the order in the ERP, make a decision, draft the reply and create the credit note, all by hand.

Automated with AI

Detects incoming complaints from email or form, categorises them, checks the order data, creates a credit note or return request, sends the reply and escalates when needed.

15–25 h savings / month

Pays for itself in 11 to 19 months

A ticketing system for complaints is rarely used in SMEs; the process runs over email and each case is handled individually without escalation logic.

Each of these agents works with your existing CRM and marketing tools and hands qualified contacts or complex cases seamlessly to your sales team. The customer relationship stays in-house, the AI handles the legwork.

The figures show the potential time savings versus today's largely manual effort, along with the estimated payback period of the implementation. Guideline values, depending on company size, number of inquiries and campaigns, data quality and process maturity.

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