Background
Quoting speed and accuracy can significantly impact customer relationships for industrial machinery manufacturers. For a Large Packaging Equipment manufacturer team, the quoting process was a bottleneck – manual, repetitive, and prone to delays. Each day, team members sifted through hundreds of inbound emails, assigning and routing requests and matching material numbers, consuming valuable time that could be better spent on high-value customer engagement.
The Challenge
The OEM team managed quoting workflows across multiple customer locations and product lines. The following issues hampered their process.
- High email volume – hundreds of quote requests weekly
- Manual assignment of quotes to the right team members
- Difficulty in accurately mapping customer locations and material numbers from unstructured emails and local Excel sheets
- Limited bandwidth for quote follow-ups, proactive customer outreach, and strategic tasks
The result: slow turnaround times, increased risk of errors, and a team stretched thin.
The Solution: Entytle’s AI Quote Agent
The OEM’s Aftermarket team piloted Entytle’s AI Quote Agent for two weeks – a purpose-built solution designed to automate and accelerate the quoting process for OEMs. The pilot spanned two rounds, processing a total of 356 emails. Entytle’s Quote Agent leverages advanced language models and proprietary business logic to perform the following.
- Ability to route and assign within seconds to the right team member
- Extract and match customer locations and material numbers from email content and map to the existing clean Entytle Installed Base Customer and Item Master
- Surface outstanding issues for human review, ensuring accuracy and compliance
Pilot Results
The impact was immediate and measurable. During a second iteration in the pilot, powered by an improved model, the Quote Agent demonstrated even stronger performance, confirming the solution’s ability to learn and adapt rapidly.
Metric | Result |
---|---|
Quote Assignment | 100% successfully assigned |
Customer Location Identification | 87% accurately identified |
Material Number Matching | 76% correctly matched |
There was a significant reduction in manual workload – freeing up team capacity for higher-value activities.
The Business Impact
The Quote Agent didn’t just automate a process – it unlocked new possibilities.
- Faster quote turnaround means happier customers and more closed deals.
- Reduced manual effort allows experts to focus on strategic, revenue-generating activities.
- Scalable, adaptive automation that learns from every interaction.
As one industry leader put it,
“AI isn’t about replacing people – it’s about giving them superpowers to focus on what matters most.”
Conclusion
Entytle’s AI Quote Agent proved its value as a force multiplier for the Packaging Equipment Manufacturer, delivering speed, accuracy, and efficiency to a mission-critical workflow. With the pilot’s success, the path is clear for broader adoption – empowering OEMs to transform their aftermarket quoting and drive growth in a digital-first era.
Ready to see what Entytle’s AI Quote Agent can do for your team?
Discover how you can accelerate quoting, boost productivity, and delight customers – contact Entytle today.