Keeps quotation status, win-loss history and open follow-ups together across long cycles.
Developed in Germany · Hosted in the EU or on-premises
Delivered together with
Sovereign hosting in Germany, single-tenant from the first user.
Legal, tax and compliance expertise for legally sound deployment.
Advisory and implementation for the public sector, starting with the AI readiness assessment.
The customer has been on the books for years, and a sales cycle runs twelve to eighteen months. Before the meeting the key account manager opens the CRM, the quotation archive, the ERP for the quantities called off, and his own notes. He only finds out why the last quotation was lost if someone wrote it down.
The key account manager goes into the North Plant annual review with 45% less preparation time and with the two commitments from January that still have no follow-up activity.
The 45% reduction in preparation time is this agent's headline figure. The 75 minutes spent pulling everything together before an annual review describe a typical routine in key account management; they are not measured.
The agent pulls together every quotation, order and loss for this customer from recent years. For every loss it names the documented reason and the date.
North Plant account, 9 quotations since 2024, 4 lost, 3 of them on priceThe agent reads the meeting notes and flags every commitment with no follow-up activity. It names the date, the commitment and who gave it.
2 open commitments, the oldest from 12 January 2026, sample DN 125 butterfly valveThe agent sets out history, open points and the latest call-offs on two pages. The key account manager takes it into the meeting and decides what to talk about.
briefing_werk_nord.pdf, 2 pages, 9 quotations and 2 open commitmentsIt prepares the briefing and a draft follow-up. The key account manager decides whether and when anything goes out.
It reports history and open points. The sales engineer enters the opportunity assessment in the CRM.
There the distributor is the customer, and North Plant does not appear in the quantities. The key account manager fills in what is installed via that route from the conversation.
Connected systems
Operations
A pilot typically runs on your own data within 6 to 8 weeks. The agent connects to your existing systems rather than running as a separate, parallel environment.
EU cloud or private cloud. Processing is GDPR-compliant and models are never trained on your data. Details in the Trust Center.
It is based on experience from comparable projects and process benchmarks, not a commitment. We work out the realistic effect for your organisation during the assessment before the pilot.