HachiAI Solutions
IDWs for Sales & Marketing
Accelerate your quote-to-cash cycle. HachiAI agents automate lead routing, quote generation, and order entry.
Lead Routing
Quote Gen
Order Entry
Competitor Analysis
Capabilities
Common Automated Workflows
Replace manual data entry and repetitive checks with intelligent workflows that run 24/7.
Sales Order Entry
Convert customer POs (PDF/Excel) into ERP sales orders, validating pricing and inventory availability.
Quote Generation
Calculate costs and margins from RFQs and generate formatted proposal documents.
Lead Nurture
Automatically capture leads and trigger immediate personalized follow-up sequences.
How It Works
Seamless integration into your existing stack.
Inputs
- RFQs
- Customer POs
- Web Leads
IDW
Calculates margins, validates stock, formats documents.
Outputs
- Sales Orders
- Quote PDFs
- Nurture Sequences
Success Story
"The Quote Processing bot reads Excel RFQs, enters data into Epicor, creates the quote PDF, and emails it to the client—processing requests 10x faster than humans."
Automative Part Supplier
HachiAI Customer
Success Story
"Our Order Entry agent pulls EDI orders from Wayfair/Amazon, checks stock across warehouses, and pushes the order to SAP instantly."
Distributor
HachiAI Customer
Our Process
Integrations
Epicor, SAP, Salesforce, HubSpot
Estimated KPIs & ROI
10x
Faster Quoting
100%
Lead Capture
-90%
Admin Work
24/7
Sales Ops
Ready to automate your Lead Routing?
See our logistics agents in action on your own data. Book a tailored demo with our solution architects today.