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.
Quotes for custom HVACR builds took 2–5 days, causing lost deals
Frequent inventory mismatches eroded customer trustSales reps spent hours revalidating pricing and credit approvals
RPA bots broke whenever price sheets or inventory changed
Perceives requests from email, chat, and portals
Plans optimal configurations with live ERP inventory, pricing, and discount logic
Acts by generating quotes, reserving stock, initiating credit checks, and auto-converting accepted quotes into orders
Collaborates with sales reps only when exceptions or edge cases arise
- Ingests quote requests from multiple channels, consolidating them into a single workflow.
- Dynamically plans optimal product configurations by accessing real-time data from Eclipse ERP and Salesforce CRM.
- Automatically generates accurate quotes, reserves inventory, initiates credit checks, and seamlessly converts approved quotes into sales orders without human intervention.
- Collaborates with sales representatives only for non-standard exceptions or complex edge cases.
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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