9 AI Use Cases for Services Quoting
Recently we sat down with the PSQuote Head of Product to get his thoughts on AI Use Cases for Services Quoting. Since PSQuote is a native Salesforce app, we’re using Agentforce to build out and test out ideas from his initial list:
1. Quick Quote Creation
2. RFP Response & ROM Estimate automation
3. Compare Quotes & warn if discrepancy between Oppty, Quote & SOW
4. Pricing Optimization / Guidance
5. Summarize Quotes
6. Offering Recommendation
7. Auto-generating quotes by based on inputs (e.g. meeting transcripts, notes, scoping questionnaires)
8. Incorporating diagnostic tool data / usage data / readiness assessments & project risks into quotes (hours, roles, timeline, phases & tasks)
9. As Sold (Quotes) vs. As Delivered (PSA Actuals) feedback loop for smarter scoping & pricing
What did we miss? Tell us!
Looking for more on this topic? Consider following / connecting with these folks on LinkedIn: Bryan May (Gitlab) Joey Poarch (Zennify) Jeremy Taylor (iCIMS) Agnes Chu (DFIN) and John Schuler.
Theresa heads up marketing at CLD and PSQuote. Raised on raw milk, she loves adventure whether it be getting outdoors, cooking in cast iron or chasing kiddos.