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by jasondigitized 94 days ago
The solution is to have the quote manually prepared, entered into the system of record, and then automate the outbound phone call to let the customer know, and agree to the work based on the accurate quote. That's the savings.
3 comments

So you've saved 30 seconds per customer for a total of 3-10 customers calling per day.
It seems to me that calling the customer to get them to agree on a quote is the most important contact?

It’s like telling a salesman to just enter data into a CRM and trust their livelihood to an AI closer. See how that goes over.

That call is really important. “Do I really need to spend all this right now? Can I just get by with x instead of x,y,z?”

For now I’m not sure it will be efficient to provide models enough context, for one thing, to do it reliably.