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Presales Workflow Optimizer - Coggle Diagram
Presales Workflow Optimizer
Qualified Opportunities
Proactive
Capture Project/Pre-RFP stage team for requirement elicitation
map the key stakeholders
Exisitng projects/deployment solutions
Upselling
Cross-Selling
Reactive (RFP/RFQ)
PQ Analysis and reporting
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RFP Response with detailed Gap Analysis
Win/Lost Analysis
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World of AI Agents
Market Intelligence Agent
Current & Future Trends Analysis and preparedness recommendation
Portfolio-wise Market Analysis
Competitors and Key players in the market (Portfolio-wise)
PESTEL Analysis for large tenders and RFP
Differentiation recommendation
RFP Analysis Agent
Analsye and identify the risks
Generate RFP reponse Plan with timlines
Auto-Qualify/Disqualify RFPs
Notify the respective stakeholders required
Prepare proposal including:
Solution Write-up
2.Architecture
3.BOM (hardware and software)
4.Project Execution Plan
CRM Interfacing and Commercial Simulation Agent
Template and Standardization Agent
Customer Management Intelligent Agent
Proposal Generation Agent
Project Efforts and Schedule Generator Agent
C4C Workflow Agent
Talent Mapping and Outsources Agent
Opp. Win/Loss Analysis Agent
Analyse the difefrvent stages of conversatiosns (internal and customer)
Analyse the final proposal submitted vs the requirements
Report Detailed report
Prepare a lesson learnt and circulate to the community and update the learning database
Capture the results with action items accordingly
Internal Data Mapping
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C4C
Executed Projects Database
Supplier/Vendor and Partner Database Mapping
Business Practices and Service Line Owner Database
Customer Database
Templates Standardization
Solution Demos Repo
Company Business CoC and other policies
Internal Talent and Experiences database
Previous quotation and partner proposal Repo
Building Knowledge Graphs
Portfolio-wise SLMs
Industry 4.0/Digital Manufacturing
Case Studies
Success Stories
Project Completion Certificates
Previous Proposals
Industry standards and best practices
Bosch World implementation and references
Architecture Database
Enterrprise Solutions -ERP/CRM
Custom Business Solutions
Engineering
Market Intelligence
Know YOUR Competitors (KYC)
SWOT Analysis and Cheatsheet
Plans for Future related to our business
Current Technology Trends
Market Opportunities and mapping to our strength
Portfolio-wise Market Analysis
Customer Intelligence - Opp-wise
Existing Incumbent (if any)
Other Competitors
Our Position
Market Intelligence Agent
Portfolio-wise Market Analysis
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Disqualified Opps - Rationale
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Technical
Commercial
Others