A customer enquiry becomes work. Without retyping.

A new enquiry means assessing needs, transferring information, consulting colleagues and putting a quote together. As a result, work stays in the inbox.

Let's talk about this process How it could work

Application scenario

From customer enquiry to quote

What Flow can doStructure the enquiry, enrich the information, prepare a quote and process approved data in the CRM.

Where your colleague decidesThe responsible colleague defines scope, price and terms and approves the proposal.

From arrival to completion

How your process could run.

01Receive the customer enquiry
Bring together the request and available customer information.
02Draft the proposal
Draft a proposal based on your offering and agreements.
03Team approves
Have a colleague review scope, price and terms.
04Update the CRM
After approval, carry out the agreed follow-up actions.

This is an example configuration. We validate integrations, data usage and process rules with your team before putting the workflow into use.

First the goal, then the automation

Make the improvement measurable.

We first establish how the process currently runs. Then we define the result the implementation should deliver, including usage and management costs.

Also applicable to invoice approval, onboarding and internal requests.

What we can measure together

Time to a reviewed quote proposal
Manual data entry per request
Number of requests left waiting

Target results are agreed per project, based on the baseline and chosen scope.

Platform and delivery team

We build the process with the people who run it.

Our approach brings together your process owner, colleagues and IT team. We configure Flow, test with practical examples and agree on acceptance, handover and support.

Explore our approach

Fits your IT landscape

Cloud-native, with connections to your existing systems and room for human approval.

AWSMicrosoft AzureGoogle CloudSaaSOn-premise

Access and dataAgree upfront on which data and actions are needed.
Process rules and approvalDefine what can happen automatically and when a colleague decides.
Visibility and guidanceFollow execution and handle exceptions in a focused way.

Start with the work that gets stuck

Which process takes too much of your team's time?

Bring one concrete example. Together we explore where it gets stuck, what Flow can take over and which decisions stay with your people.

This leads to a focused proposal with results, scope, investment and responsibilities.

hi@inntelligence.nl

+31 85 080 5007