AI in sales

In sales, AI classifies new enquiries, and a workflow gives each one a team and a follow-up date. At a consultancy with about 800 enquiries a month, that saves over 90 hours of searching. The team still runs the conversations.

How an enquiry is routed

The enquiries come in through 5 channels: website form, email, referrals, LinkedIn and conversations.

Workflow
1. The enquiry lands in the list
The workflow adds form and inbox enquiries itself, and for forwarded emails an agent picks out the name, region and request. Referrals and LinkedIn messages are added by the team.
Workflow
2. The contact is checked
If the person already exists, the enquiry goes to that contact as a note. Nobody writes to them a second time.
AI
3. The AI classifies it
For new contacts, an agent suggests a classification by need, relevance and timing: first call, documents first or follow up later.
Rule
4. Team and date
A rule hands the enquiry to the team for its region, and it gets a follow-up date. Then the contact goes to the CRM.
Person
5. The team gets in touch
Every weekday at 8 am, the Hub shows what is due. The classification is a suggestion the responsible person can change, and the team runs the conversation.

A consultancy with about 800 enquiries a month

Enquiries at a consultancy

All enquiries land in one list, and the AI classifies each new one. Nobody has to search for who is responsible before replying.

Lead routing as a workflow in Pharen Hub, rebuilt with sample data. Enquiries from the website form and the email inbox land in one list, an agent classifies new enquiries, a rule picks the team by region, and every weekday at 8 am the Hub flags enquiries that are due. — Anonymised case study

Read the case study

Starting point

A consultancy receives about 800 enquiries a month, through its form, email, referrals, LinkedIn and conversations. Every reply started with a search: does the person exist already, and who is responsible? That took about 8 minutes per enquiry, and every 5th one got no follow-up.

Solution

One list in Pharen Hub for all enquiries from 5 channels
An agent classifies new enquiries by need, relevance and timing
A rule gives each enquiry to the team for its region, with a follow-up date

Result

Today an enquiry takes about 1 minute instead of 8. The first reply usually goes out the same day instead of often after 2 days. People still run the conversations.

Over 90 hours less searching a month, worth about €4,200.

What AI in sales costs

All prices are starting prices, excluding VAT. What a process like the consultancy's costs depends on its scope and is in the quote after the intro call.

AI training
Your team should use AI at work and know what is allowed.
from€499per session
Ask about training
- Practised on your own tasks
- Which tools you may use and how
- Rules for customer data, the GDPR and the EU AI Act
Workshop
You don't know yet which process AI pays off in.
from€399per workshop
Ask about a workshop
- With you and the people who do the work
- What a process costs today and would cost with AI
- Your processes ranked by effort and benefit
First AI agent
One process should stop being done by hand.
from€1,999one-off
Ask about an AI agent
- One process automated with AI, such as invoice intake
- Built on your systems or in Pharen Hub
- A person approves the important steps
- Tested with your team and handed over once it runs reliably
Running costs for the AI models are billed by usage on top.