New Whitepaper: 7 AI use cases for industrial sales teams Whitepaper: 7 AI use cases Free download
Configure solutions

From the customer’s problem to the right configuration. And to the quote.

Your customer describes what they need, not which option they want. The agent turns it into the right configuration and hands it to your CPQ.

How it works

Six steps, from intake to sign-off.

  1. 01

    Understand the request

    Email, form, call notes: the agent works out which problem the customer wants solved, not just which words they use.

  2. 02

    Ask follow-up questions

    If a detail is missing, the agent suggests the question or asks it directly. Only once everything is clear does it move on.

  3. 03

    Find the right options

    From your portfolio and your configuration rules: the variant that meets the need, not the one with the loudest marketing.

  4. 04

    Spot the upsell

    Options that belong to the use case are proposed, with the reasoning.

  5. 05

    Reuse custom solutions

    “Haven’t we done this before?” The agent finds past custom solutions and engineering projects before anything is engineered a second time.

  6. 06

    Hand over to your CPQ

    The configuration lands in your CPQ and is checked there. Or the agent checks it against your rules itself if you have no CPQ.

Who it is for

Inside sales

Configures without asking engineering, even for requests outside the routine.

Field sales

Gets a reliable configuration at the customer’s site in minutes, not after three days.

Product management

Sees which options are in demand and where custom solutions should become standard.

Result

What lies on the table at the end

Checked configuration

Follow-up questions for the customer, ready to send

Upsell and alternative proposals, also for competitor products

Quote from the CPQ

What stays with you

The agent does the work. You keep control.

The decision

Every proposal from the agent goes to a person for review. Approvals follow your rules, for example above a certain order value.

The process

Your workflows are documented in the workspace as skills: traceable, changeable and runnable without the agent too.

Your systems

CRM, ERP and the rest stay in the lead. Genow connects them instead of moving data. In your cloud or on-premises.

Rollout

From pilot to everyday work.

In your cloud or on-premises. Start small, see results, then grow.

  1. 1

    Pilot

    Start with one team and one job, on your own documents and in your own systems. You see results before anything is rolled out.

  2. 2

    Rollout

    We connect your systems, set up single sign-on and permissions, and capture your processes as skills in the workspace.

  3. 3

    Scale

    More teams, more jobs. The agent onboards new colleagues itself: your processes and knowledge are already in it.

Genow for Sales

One workspace for the whole sales process.

From the first request to the quote and the follow-up: Genow supports every step, end to end.

  1. 01 Extract requirements From spec sheets, RFPs and RFQs. Checked, structured, ready to decide.
  2. 02 Configure solutions You are here
  3. 03 Create documents Proposals, reports, presentations. Done in your templates.
  4. 04 Capture knowledge One voice memo. CRM and systems stay up to date.
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See how Genow makes complex sales work easier.

In a free live demo, we show you how Genow helps your team find the right products, prepare deals, and create tailored sales materials.