Centoro AI
AI that speeds up the processing of orders and enquiries, and supports sales staff in their work.
Centoro AI It recognises orders from emails, requests for quotations and product lists based on photographs, prepares draft documents and supports the planning of sales representatives’ visits. The user retains control over decision-making, whilst the AI reduces the amount of manual operational work.
- AI Ordersorders from emails and attachments
- AI RFQrequests for quotations and draft quotations
- AI-SFA-Scanproducts recognised from photographs
- AI Routesscheduling sales representatives’ visits and routes
AI is integrated into a specific process, rather than operating alongside it.
Centoro AI It prepares data and action plans in areas where manual transcription, searching or planning was previously required. The user checks the result before approving it.
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01
Input data
An email, an attachment, a photo of a document or the details needed to arrange appointments.
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02
Diagnosis of AI
The system identifies the customer, products, quantities, units and the context of the case.
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03
Verification
An operator or trader checks the project, the data source and the level of certainty.
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04
Centoro trial
The approved data is incorporated into the order, quotation, CRM, SFA or forwarded to ERP for further processing.
Four areas in which Centoro AI supports day-to-day work.
Each module automates a different aspect of sales management or sales staff operations, but utilises the shared data and processes of Centoro.
Identifying and accepting orders via email.
Centoro AI Orders analyses messages and attachments sent by customers, identifies the purchaser, products, quantities and units of sale, and then prepares a draft order for verification.
- PDF, XLS, XLSX, DOC, DOCX and CSV
- Identifying a customer by their email address or domain
- Mapping products by index and EAN code
- Taking individual trading conditions into account
- Draft order, which can be amended before being forwarded
Processing enquiries and preparing quotations.
Centoro AI RFQ helps sales staff manage enquiries received via email. The AI recognises products and quantities, prepares a draft quotation and can create or update a sales opportunity in CRM.
- Analysis of messages and attachments relating to a request for quotation
- Identification of products, quantities and sales units
- Draft quotation for the sales representative to edit and approve
- Creating or updating a sales opportunity in CRM
- History of processed messages and prepared offers
New enquiry
Offer
CRM
Recognising product lists from photographs using AI.
Centoro AI SFA Scan helps sales staff to quickly record lists of products or documents received during a visit. The user takes a photo, and the system recognises the products and quantities.
- Analysis of photographs of product lists and documents
- The option to crop a photo to a selected area
- Mapping items by EAN or product codes
- Automatic creation of a purchase order or quotation list
- A separate list of unidentified items for verification
AI-supported planning of optimal routes for sales representatives.
Centoro AI Routes supports sales managers in planning the work of their field representatives. The system takes into account the frequency of visits, customer locations, time availability, and the sales representatives’ working days and hours.
- Frequency of visits by customers or segments
- Location, exceptions and preferred days and times
- Route planning for designated sales representatives
- The option to manually reorder appointments
- Overview of the schedule and report on visits carried out
AI generates the result, but the decision rests with the user.
Centoro AI It is designed to speed up the work of an operator or sales representative, rather than taking away their control over an order, a quotation or any other action carried out within the system.
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1
Visible data source
The user can view the message, document or photo from which the project was created.
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2
Level of certainty
Identified items may indicate a level of certainty and highlight areas requiring review.
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3
Pre-enrolment check
The draft can be amended before the document is created or the data is passed on to the next stage of the process.
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4
Change history
Processed messages, documents and actions remain part of a structured process.
Centoro AI supports the processes already in place at B2B, CRM and SFA.
AI modules do not create a separate working environment. They are embedded directly within specific processes Centoro and draw on the same data regarding customers, products, trading terms and activities.
- B2B AI Orders Orders received via email and attachments are identified and prepared for further sales processing B2B
- B2B AI RFQ Enquiries are processed and converted into a draft quotation for the client B2B
- CRM AI Routes Planning visits and routes helps to organise sales staff’s work and support the processes at CRM
- SFA AI Scan Product list recognition from photos supports sales staff directly within the SFA app
Centoro AI is part of a shared sales environment.
Go to the other ‘Centoro’ products and see which processes use shared data.
