The
Overview
Wishtree partnered with a mid-sized US HVACR distributor to replace slow, error-prone quoting with an autonomous Agentic AI system.
Problem
Statement
The client was constrained by a slow, manual, and error-prone quote-to-order process that directly impacted sales velocity and customer satisfaction. Their primary challenges included:
- Slow Sales Cycle
- Operational Inefficiencies
- Data Inaccuracy
- Brittle Automation
Highlights
Autonomous quote-to-order orchestration with Agentic AI
Direct integration with Eclipse ERP and Salesforce CRM
Real-time pricing, stock, and credit validation
Full compliance trail with explainable decision logs
Pilot launched in just 5 weeks
Fully scalable AI integration framework
Agentic AI refers to autonomous, goal-driven software agents that act with
limited human input to optimize specific goals like pricing, forecast demand,
and detect fraud in real time.
About Client
A mid-sized US distributor in the HVACR industry, specializing in complex, custom-built equipment and parts for commercial and residential clients, relying on Eclipse ERP and Salesforce CRM to manage intricate quote-to-order processes.
Core Features
Autonomous Quote Orchestration
Real-Time Validation Engine
Explainable Compliance Logging
Secure Multi-Channel Integration
Intelligent Exception Handling
Impact
- 70% faster turnaround: from 2–5 days down to <24 hours
- 99% quote-to-stock accuracy with real-time inventory binding
- 35% lift in conversion on complex HVACR builds
- 50% fewer manual interventions by sales reps
- 24/7 autonomous coverage even during peak demand
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