Case Snapshot
The Oil & Gas Corporation's sales team processes 120+ daily inquiries from corporate clients about fuel products, pricing and delivery terms. We built an AI Agent that handles routine requests automatically: calculates pricing, checks availability, prepares commercial offers and updates CRM records.
Result: 70% of requests now process in under 15 minutes without sales team involvement, with only confirmation for large volumes required.
Automating Sales Operations for Oil & Gas Corporation
The Challenge
The sales operations team handled 120+ daily B2B requests from corporate clients: pricing inquiries, delivery terms, volume availability and order status updates. Each standard request required:
Check product availability across regional warehouses.
Calculate pricing based on volume, delivery terms and client contract tier.
Prepare commercial offer using company templates.
Update CRM and send response to client.
Average response time for standard requests: 2-3 hours. Complex negotiations: 6-8 hours. The team spent 70% of their time on repetitive data gathering and offer preparation, balancing it with closing deals and managing key accounts.
Solution Developed & Integrated
The AI Agent that processes standard B2B inquiries end-to-end within existing systems:
Analyzes incoming requests and extracts requirements (product type, volume, delivery location).
Checks product availability across warehouse systems.
Calculates pricing based on client tier, volume discounts and delivery terms.
Generates commercial offers using company templates.
Updates CRM records and sends responses to clients.
Routes confirmations and non-standard requests to sales specialists.
The agent handles high volumes of routine inquiries. Complex deals go to the sales team.
How It Works
Client inquiry arrives via CRM or email, agent extracts requirements when needed.
Agent checks availability in warehouse systems, validates delivery feasibility.
Calculates pricing using contract terms and volume rules.
Generates commercial offer, updates CRM, sends offer to client.
Process completes in 3-5 minutes.
The agent operates 24/7. Every action is logged. International clients get immediate responses across time zones.
Impact
First month:
70% of routine requests automated.
Processing time: 2-3 hours to 15 minutes (standard requests).
Sales team workload: 70% routine to 25% routine, 75% strategic work.
Pricing errors dropped by 40%.
24/7 availability enabled instant responses to international clients.
The sales team now focuses on complex negotiations and key account management.
