Sales and Workflow Assistance
Quotation errors and slow sales workflows
Sales teams manually validate pricing and stock, often missing inconsistent data, causing submission failures and frequent rework across order processes.
Manual quotation preparation and validation
Here’s what we solved
Validating pricing accuracy before submission
Verifying inventory availability across orders
Identifying missing or inconsistent transaction data
The Bottom Line
Errors and delays cause rework, slowing order processing and reducing transaction throughput, harming operational efficiency and customer responsiveness.
LUMI Quotation And Workflow Assistance Reduced Processing Errors
Implemented Quotation and Workflow Assistance in LUMI to validate quotations, verify inventory, and provide guidance to reduce errors
Verify inventory availability before transaction submission
Provide contextual workflow guidance during execution
Validate transactions to identify inconsistent or missing data
Assist sales teams with quotations and orders
Reduce rework and accelerate transaction processing
Improve operational accuracy and user productivity
Measurable Business Outcomes
Quotation Validation
100% automated validation of quotation and transaction information
Pricing Accuracy
Up to 95% validation accuracy for pricing and stock verification
Quotation Preparation
Up to 70% faster quotation preparation across sales
Workflow Continuity
Reduced workflow interruptions by up to 80%
Review Standardization
100% standardized quotation review across business users
Sales Efficiency
Up to 60% improvement in overall sales process efficiency
Maya Fernandes
Head of Analytics, CoreMetrics Inc.
"Preparing quotations and processing sales orders is now much faster. LUMI helps us catch missing information early, reducing rework and giving our team greater confidence before every submission."
Verified Client
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Prepare Complete Quotations With LUMI Today
Ensure compliant submissions and reduce errors before processing
Key Capabilities
Features that improve transaction accuracy
- Validation
Validates quotations, pricing, and inventory before submission to prevent processing issues
- Workflow Guidance
Provides contextual guidance in workflows to reduce rework and accelerate completion
- Sales Order Readiness
Ensures sales orders and quotations comply with business rules for processing readiness
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