Sales Cycle AI Agent Development
We build AI agents integrated with company CRM and ERP systems to qualify leads and generate quotes in complex sales cycles.
Designed for sectors such as manufacturing, industrial plants, equipment, heavy machinery, furniture and design, our agents reduce manual work for sales teams and make it possible to respond to an initial contact request within minutes, qualify enquiries before passing them on to the sales team, or directly prepare draft quotes.
We also offer a consulting and support service for companies that want to automate in-house part of their sales cycle.
The problem
Many companies, particularly in B2B and B2B2C sectors, face the same work with every quote request: gathering information, cross-checking it with the available data and performing the necessary calculations (installation hours, delivery distance, product configuration). This often involves checklists of twenty questions or more, verified manually.
The problem is compounded when the value of the sale is high and the customer is therefore reluctant to fill out standard forms: they expect a tailored response, not a self-service process.
The result is a huge workload for the sales department and long lead times from initial contact to the commercial proposal. These delays are costly both in working hours and in contracts lost to competitors who can respond sooner.
Quote process automation
Today, the capabilities offered by AI make it possible to reduce this workload for the sales department while continuing to support free-form requests received by email, WhatsApp and other channels, retaining both control and the added value provided by experienced salespeople for the most important requests.
A solution tailored to the specific characteristics and needs of each company can be created through three different paths.
AI agent for email and messages
For reading requests and attachments, collecting missing data and preparing complete cases.
For teams with an internal technical owner who want to build and operate the workflow.
AI CPQ
To manage the entire request end-to-end: from gathering information and calculating the required configurations—including compatibility, bills of materials, dimensional variants and margins—to determine the quote, through to escalation to the sales team for approval.
Ensuring reliability in an AI agent for quoting and sales
AI is extremely powerful, and integrating it into business processes is relatively simple. The complex and important part is building a system reliable enough to be used with real customers to manage sales, including high-value ones. To achieve this, we use several techniques—from controlled escalation and deterministic code to testing—in projects developed by PARAMETRA, and we transfer them through our consulting and support programme.
As little AI as possible, only where it matters
When something can be done with code or with a function of the management system, we do it that way: it is more reliable and costs less. AI is used surgically only where it is the best choice: especially in the analysis of unstructured data such as text received via email or WhatsApp and in information extraction.
In fact, whenever possible we prefer to use validated templates for replies and testable deterministic automations for decisions downstream of extraction. This reduces the amount of AI behavior to test, reduces AI call costs and frees budget to use the best frontier models where they matter.
Thorough testing and monitoring over time
Based on the specificity of the individual project, we create:
- a sufficiently large dataset, combining synthetic requests and any real requests, to test the real behavior of the system
- a set of measurable requirements to consider the agent's behavior sufficiently reliable
This makes it possible to introduce a reliable and tested agent into the company flow. After that, our continuous monitoring service includes monitoring behavior over time on real requests, to promptly identify a drop in performance.
Approval request rules
We define explicit rules, preferably deterministic (not delegated to the AI model), to handle particularly sensitive cases that should be flagged or transferred directly to the sales team, especially before sending quotes to the customer.
Thorough training for staff
The service always includes thorough training for staff to monitor the agent's behavior and independently modify the instructions and data available to the agent.
Projects
Technology and integrations
We build our agents on open-source technologies: AI SDK, Vercel Workflows and Next.js. This is a deliberate choice: it does not bind the client to us, nor to a single artificial intelligence provider. The entire solution can be moved elsewhere with minimal changes, without being trapped in a platform.
Integration with the CRM and management system takes place via API, where available. This means there is no need to modify the existing management system: the agent is inserted into the systems already in use, without invasive interventions and without recurring maintenance costs due to customizations of the client's management software.
Pricing at a glance
| Servizio | Chi costruisce | Costo iniziale | Ricorrente |
|---|---|---|---|
| Quote automation consulting | Your team | €350 per session | None |
| AI agent for email and messages | PARAMETRA | From €6,500 | €250/month |
| AI CPQ | PARAMETRA | From €15,000 | €450/month |
Recurring fees include hosting, monitoring, support and AI usage.
Industries
We work with manufacturing, industrial machinery, furniture, contract, windows and doors, marine and medical devices.