Unoenergy used to build commercial opportunities manually, one document at a time. With BotMasterAI’s Doc-PRO, the pipeline feeds itself and the sales team works only on qualified leads.
Time to create each opportunity drastically reduced
Opportunities qualified at 95% accuracy
A more complete and reliable sales pipeline
Maximized commercial time for the team
The Problem
Unoenergy faced two operational problems, both of which translated into lost commercial efficiency.
The first: creating opportunities in Salesforce was entirely manual, depended on people’s availability, and carried the risk of delays, incomplete data, or leads falling through the cracks.
The second: competitor contracts, which should have been a primary source of opportunities, were hard to put to use because the information was scattered across documents and took time to extract, interpret, and load into the CRM.
The result was an incomplete pipeline and a sales team spending too much time preparing the work instead of doing it.
The Solution
BotmasterAI automated the entire opportunity qualification and creation process with Doc-PRO.
The agent analyzes competitor contracts, for both electricity and gas, automatically extracts key data such as supplier, terms, volumes, expiration dates, and prices, and creates a structured, complete, and immediately workable opportunity directly in Salesforce.
The sales team now receives as input what they previously had to build themselves, and can focus entirely on the customer relationship.
BotmasterAI fully automated the creation of our opportunities in Salesforce, starting from competitor contracts.
We’re saving considerable time, and our teams now work on opportunities that are already qualified. Their selling time is fully maximized.
Alberto Boeri, Head of Contracts and Technical Commercial Services
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