Sales

Process sales order & respond faster

Problem

Manufacturers receive sales inquiries via email, requiring manual data extraction, pricing, and replies. Updating the CRM is also manual, making the process slow and error-prone. This impacts efficiency and response times.

Solution

With Narrative, create a workflow to automatically extract PO data from email attachments. Then you can use your price sheet to calculate the quote, send a reply to customer and update your CRM.

Pull customer PO data from email body and attachments.
1
Upload the price sheet which can be used to create quotes for customer inquires.
2
Combine the PO data and price sheet.
3
Calculate pricing based on the PO data.
4
Update your CRM will all the customer POs.
5
Send instant replies to your customer with their custom quotes.
6
Send detailed quotes to your customer.
1

FAQs

What is Narrative?

Narrative is an AI powered automation tool for operations teams.

- Are you manually pulling together data from different spreadsheets, documents or emails?
- Do you spend hours combining, cleaning and transforming that data before it's ready to generate insights?
- Is this process something you find yourself repeating every day or every week?

If yes, then Narrative can help you create automated processes and save time.

My processes are not documented. Can you help?

Absolutely! In fact, most companies don't have well documented processes. Therefore, we setup regular meetings with all our customers to learn about their processes, document them and work together to build the workflows in Narrative.

How will you keep my data secure?

At Narrative, we take data security very seriously. Your data is kept secure through advanced encryption, secure data storage in AWS and regular security audits. We don't use your data to train our AI models and any business information you share with us is treated with full confidentiality.

How much does Narrative cost?

We charge a monthly fees for the software. However, the pricing depends on the complexity of the workflows. Please reach out to discuss your processes and we will share a custom quote with you.

Get up and running in a day!

Our founders will connect all your data, setup your processes and create custom dashboards for you — no engineers, no IT tickets, no extra cost.

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