Use Case: Creating Conversational Applications with
AI Agents in SumoPPM
Scenario:
A digital marketing agency uses SumoPPM to create an AI Agent that facilitates the preparation of personalised sales proposals tailored to the specific needs of each client. The agency can build conversational applications in seconds, enabling its sales team to manage proposals automatically and efficiently, without relying on time-consuming manual processes.
Key Utilities
1. Configuration and Customisation of the Conversational App:
The agency team configures the AI Agent in SumoPPM to function as a conversational CRM specialising in commercial proposals. Through a simple chat, users can describe the client's objectives, industry, budget and specific preferences. In a matter of seconds, SumoPPM generates a detailed proposal fully tailored to the client's interests, which can then be sent automatically.
2. Automation in Proposal Creation:
When a salesperson initiates the conversation with the AI Agent, it asks for basic information about the customer, such as the type of industry, the size of the business and the objective of the marketing campaign. With this information, the AI Agent uses previous data and patterns to generate a proposal document. This can include services such as SEO, SEM, social media management or content development, all tailored to the client's profile and the agency's approach.
For example, if the client is an ecommerce company interested in increasing sales, the AI Agent prioritises SEM and email marketing strategies, highlighting the value of these actions for online commerce.
3. Automatic Generation and Sending of Presentations and Documents:
The AI Agent not only creates the content of the proposal, but organises all the information into a professional presentation. The documents include specific details about the estimated impact, the KPIs to be followed and the campaign timeline. The agency can also choose from various presentation formats, which SumoPPM customises in real time.
Once the proposal is ready, the AI Agent automatically sends the document to the client and a notification to the corresponding salesperson.
4. Continuous Optimisation and Customisation Based on Results:
​Over time, SumoPPM's AI Agent learns from each interaction and adjusts commercial proposals based on what resonates best with customers. For example, if social media campaigns have a high conversion rate in certain sectors, the AI Agent automatically adjusts future proposals to highlight this service to similar customers.
5. Time-Saving, Increased Productivity and Lead Conversion.
Time Reduction in the Creation of Proposals:
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Before: Each proposal takes between 1 and 2 hours of manual work.
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With AI Agent: The proposal is generated in less than 1 minute.
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Time Savings: 98% in proposal creation.
Increased Productivity of the Commercial Team:
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Before: A salesperson could create and send around 5 proposals per day.
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With AI Agent: Can generate and send up to 50 proposals per day.
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Increased capacity: 10 times more proposals at the same time.
Improving Lead Conversion:
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Before: The average conversion rate is around 10%.
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With AI Agent (thanks to personalisation and speed): The conversion rate can increase up to 20-25%.
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Increase in conversion rate: Up to 150%.
6. Efficiency Improvement:
Savings in Production Costs:
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Before: Considering the average cost of each hour of a commercial at $30, preparing 5 proposals costs $150 per day.
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With AI Agent: Create 50 proposals simultaneously for the same cost.
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Estimated savings: Up to $1,350 per week in production time.
Reduced Follow-Up Time:
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Before: Sales reps must follow up manually, taking up to 30 minutes per customer.
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With AI Agent: Agent automates follow-up and notifies only when there is active interest, saving approximately 20 hours per month of manual follow-up per sales rep.
Increased Customer Satisfaction:
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Before: High response times can reduce satisfaction by 20%.
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With AI Agent: Fast and personalised suggestions can increase customer satisfaction by 30-40% as they receive immediate and relevant attention.
SumoPPM's AI-powered conversational apps boost customer engagement and efficiency:
With SumoPPM, companies can create conversational applications in seconds, turning applications such as CRM, ERP into 100% interactive tools. An integrated AI Agent automates key tasks such as proposal generation, customer management and reporting, all through intuitive conversations. This technology collects and personalises information from each customer, generates documents tailored to their needs and automatically tracks each interaction. By facilitating the creation of conversational applications, SumoPPM allows companies to optimise workflows, improve personalisation and increase efficiency in customer service and commercial management.