103. Introduction of AI for pre-estimation hearings
The reason for the delay in estimates is "back and forth due to lack of information." We will standardize pre-hearings with AI to increase the speed of estimates and the conversion rate of negotiations.
Many of the reasons why B2B estimates do not progress are due to "inquiries coming in without the necessary information being gathered." Sales teams end up in a back-and-forth of additional questions → waiting for replies → re-questions, which delays the submission of estimates. As a result, the other party may turn to competitors, leading to a price competition scenario. This service automates the pre-estimate hearing process using AI. It tailors questions based on the user's objectives (wanting to know price expectations / wanting to discuss specifications / wanting to confirm delivery times) and collects the necessary information in stages. The collected information is then handed over to the sales team, preparing it for a state where "the estimate can be provided in the shortest time possible." While aiming for a higher collection rate than forms, we also design guardrails to avoid incorrect answers and legal risks. ■ Provided Content (3 points) 1. Pre-estimate hearing design (definition of questions, branching, and mandatory conditions) 2. AI hearing implementation (integration into the site/landing page, input assistance, summarization) 3. Sales handover design (CRM/ledger, email notifications, SLA, operations) *Please tell us the common types of estimate requests and the essential conditions for estimates (5-10 items). We will incorporate them into the flow.
basic information
■Concerns like these - Insufficient information for estimate requests, leading to prolonged exchanges - High volume of inquiries but low conversion rate to business negotiations - Variability in the quality of sales hearings among representatives - Complex technical requirements that cannot be captured through forms - Slow response to estimates, resulting in losing to competitors ■Provided Content (Details) - 1) Design of pre-estimate hearings (the "order" of questions is crucial) - 2) Role of AI (not a substitute for forms but "input assistance and summarization") - 3) Guardrails (design to prevent accidents) - 4) Sales handover (delivered in a state for "immediate response") ■Deliverables - Hearing design document (question items, branches, mandatory/optional, order) - AI conversation flow (scenario by purpose, exception handling) - Input item mapping (output formats for CRM/ledgers/emails) - Summary template for sales (formatting necessary information for estimates) - Guardrails (areas not to answer, disclaimers, escalation conditions) - KPI design (completion rate, mandatory collection rate, first response speed, conversion rate to business negotiations)
Price information
■3 million to 12 million yen (varies based on branching number and integration scope) - Light (basic flow + email notifications + ledger records): 3 to 5 million yen - Standard (purpose-based branching, summarization, scoring, operational design): 5 to 8 million yen - Extended (CRM/MA integration, product DB linkage, multiple languages, including improvement support): 8 to 12 million yen *Estimate required
Delivery Time
Applications/Examples of results
■Purpose - Accelerate response time for estimates (reduce back-and-forth) - Improve the quality of inquiries (collect essential requirements first) - Reduce sales workload (standardize initial responses) - Increase conversion rate to business negotiations (prioritize hot leads) - Minimize involvement in price comparisons (present value through organized conditions) ■Examples of Achievements - High back-and-forth for technical estimates → Improved submission speed by collecting essential requirements - Low quality of inquiries → Improved conversion rate to business negotiations through purpose-based branching - International estimates → Standardized initial responses through English hearings ■Approach 1. Current Situation Analysis: Types of estimate requests, essential requirements, reasons for lost opportunities, inquiry logs 2. Design: Confirm question flow and output format (in a usable form for sales) 3. Implementation: Introduce to the site, set up notification and record integration 4. Testing: Validate with representative cases (reinforce missing questions and misunderstanding patterns) 5. Publication: Start operations 6. Improvement: Optimize question order and branching monthly based on logs (can be done in parallel)
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