Sales
Price an industrial quote in 10 minutes from a 3D file
In Lyon, a Boilermaking TPE led an AI tool on its production history to estimate phases, time, material, margin and price from the 3D files of the parts.
THEME · 82 CASES
Sales: quotes, follow-ups, tenders
Encrypt faster, restart without forgetting, arrive prepared for an appointment, decide knowingly whether to respond to a tender: the commercial function of small enterprises is full of tasks that the AI can prepare.
The cases identified here range from the craftsman who encrypts a quote from a 3D file to the agent who sends each morning a brief by customer appointment. The practical cases France give prompts ready to adapt for the most common situations: clear quotation, polite revival, unpaid.
WITH THEIR SOURCE
Spotted (77)
Sales
Produce a tender summary sheet to decide whether or not to respond
An engineering company has developed a tool that ingests documents from a tender and produces a MSDS according to its reading grids, to decide faster.
Sales
Receive each morning a brief for each customer appointment
A guide to the OpenAI details how to configure a ChatGPT workspace agent that identifies future customer appointments, gathers context and sends a daily synthesis.
Sales
Build an e-commerce return circuit with the e-shop assistant
A Dutch fashion shop built its return process with Sidekick, Shopify's IA assistant, rather than having it developed.
Sales
Prepare a large part of the responses to calls for tenders, especially in maritime freight
Geodis uses the general AI to respond to the multiplication of tenders, particularly in maritime freight: the announced goal is that the tool drafts 80% of the response, with the team focusing on 20% at higher value.
Sales
Categorize and enrich millions of product sheets, then improve research
Fnac Darty started its transition to the scale of the AI generative by the catalogue: millions of sheets enriched per year since 2023, with a double-digit increase in the click rate on the better categorised sheets, then a search made more semantic.
Sales
Compose a shopping basket or menu by dialoging with a chatbot
On June 8, 2023, Carrefour launched Hopla, a chatbot based on GPT-4 and connected to the search engine of crossroads.fr: the customer can ask for a basket according to his budget, his food constraints or ideas for menus, including anti-squash.
Sales
Prepare a commercial appointment and find the historical customer in minutes
Sonepar has already equipped more than 6,000 employees of Microsoft 365 Copilot: according to Microsoft, contact centre advisors instantly access history and orders, and salespeople prepare their appointments within minutes.
Sales
Identify a tile from an Instagram inspiration photo
At EG Tile in Auch, Elodie uses the general AI to find the manufacturer or a similar tile when a customer arrives with an inspirational photo, and to respond to reviews, write emails and structure publications.
Sales
Evaluate an SAP tender and coordinate the drafting of the response
Applium, a 150-person SAP ESN, produced a Dust agent to help with go/no-go and reading tender documents; Joseph Idiartegaray advances a gain from a few hours to a few days by opportunity.
Sales
Connect Salesforce and other silos for 360 client view, without technical competence
Cécile Hervouet built at Spendesk an agent Dust "360 Customer View" that connects Salesforce, product bases and other commonly partitioned sources.
Sales
Generate the consulting appointment report and inject into CRM, Outlook and Teams
Union Financière de France (170,000 clients, €13 trillion outstanding, 750 users) has deployed
Sales
Switch from 30 minutes to a few minutes for a personalized commercial e-mail
At Brevo (Paris, 1,000+ employees), BDRs trigger a Dust + Supabase agent: CRM history, LinkedIn, sub-agents according to the type of prospect, 3 emails written and rewritten in CRM. -80 % time, says Alexandre Le Goupil.
Sales
Find in seconds three reference clients before a call
Brevo salesmen ask a Dust agent: "the top 3 e-commerce customers to name"; The agent questions the CRM mirror (sector, size, usage) instead of 10–15 minutes of manual search.
Sales
Prepare a customer call by crossing the warehouse, Slack and Gong records
At Paddle (Merchant of Record, 10,000+ software clients), Hendrik Brackmann (VP Data & AI) says that the strongest Dust adoption is sales side and customer success: warehouse numbers + Slack + Gong for a richer account.
Sales
Prepare the argument for a real estate ad with Cléa, Nowadays at Figaro Classifieds
Stéphane Anfosso, DGA de Figaro Classifieds, describes an use of Cléa asked by real estate networks: to paste an ad Figaro Immobilier and get questions from a buyer, arguments to put forward and points of vigilance for the supplement.
Sales
Receive a trade speech adapted to each lead real estate, at Liberkeys
The same Liberkeys DG describes the Droppy leads enriched by the AI in Dome: beyond contact, the real estate advisor receives recommendations of commercial discourse, built on the exchanges already made, the good and the localization — almost 30% of the advisors' GC comes from the leads network.
Sales
Synthesize land calls in real estate CRM, with Leedflow
Clément Réau, head of Leedflow, describes an AI assistant connected to professional lines: each call, SMS or WhatsApp from a real estate advisor is synthesized, poured into the contact form, and an action is placed in the calendar.
Sales
Market newsletters read by an AI agent every morning at TF1 Pub
Dimitri Marcadé, at TF1 Pub since 2009, has created an agent who reads his newsletters before the beginning of the day, identifies what concerns him and sends him an email of the ten most important points; IA also helps prepare an appointment, e-mail or argument.
Sales
Answer portals and publish on networks, in real estate, with SweepBright
Valentin Leforestier, director of Leforestier Immobilier in Normandy, estimates at about ten hours a week the time saved thanks to AI agents of SweepBright: automatic responses to requests from portals, and publications on networks from warrants, sales or notices.
Sales
Preparing responses to calls for tenders from a building SME faster
The Cornec establishments, SMEs in plumbing, heating, air conditioning and photovoltaics in the Pyrénées-Atlantiques, rely on the AI already present in their business software, associated with the general AI, to analyze the consultation files and prepare their offers.
Sales
Integrate a merchant catalogue much faster, with fewer category errors
Mirakl has developed a native IA "Calog Transformer" that greatly accelerates catalogue boarding and reduces categorization errors, a critical point for marketplaces.
Sales
Accompany the entire journey of buying and selling a car by voice agents and chat
Cars24 deployed voice and chat agents, powered by the API OpenAI, to qualify a need, recommend a vehicle, take a test, restart and ensure the after-sales, on a scale of more than one million minutes of conversation per month.
Sales
Pick up off-time requests and make an appointment for a local business
Podium has deployed Jerry, an agent who responds in less than a minute, captures requests and makes appointments for local businesses, including evenings and weekends, when no one is available.
Sales
Create an e-commerce quote form in half a day with Claude, at Femat
Florian Brunet-Lecomte, head of Femat (insulation negotiation, Fematshop shop), had Claude produce the e-commerce quote form — content, icons, CSS, Formspree — in half a day, where a provider would have taken €2,000 and three weeks; The assistant also publishes the product sheets every week, via MCP Shopify.
Sales
Transform a product sheet into a benefit argument with ChatGPT, at Laitik
At the business department of Laitik, employees start from the product sheet (milk, cream) and ask ChatGPT to turn it into benefits and then into user benefits – a more complex passage than the sheet itself.
Sales
Write, encrypt and follow your quotes with AI tools in a frame company
Jeannolin, a Savoyard company with a five-person structure, cover and zinc-making, uses costing software that integrates the AI and a second tool to prepare responses to tenders.
Sales
Sort and qualify a thousand emails per day and pre-write quotes
Aldes, an air quality solution manufacturer, co-developed with the start-up Catalog a tool that classifies and describes e-mails as prospects and customers, and then pre-writes the quotes.
Sales
A commercial employee who automates his prospecting and customer tracking in a TPE
Florian Aujames, Commercial Development Officer at Volcos Protection, TPE Electronic Security, trained alone and uses ChatGPT, NotebookLM and Make for its prospecting, documentation and customer tracking.
Sales
Show the customer his interior repainted and decipher the urban mails, artisan painter
Sylvain Ferreira, manager of MFP, painter and plaquist in La Couronne (Charente), uses ChatGPT to generate visuals that help clients choose their colours, but also for their mail and regulation.
Sales
Answer in-store customer technical questions with an AI that reads product sheets
Since the summer of 2025, Leroy Merlin has been equipping its sales advisors with an agentic AI tool that analyses thousands of product sheets in seconds to answer technical questions, facing the customer.
Sales
Enrich the beauty advice in shop with a mirror that analyzes 22 skin parameters
Clarins has installed in 20 points of sale the AI Skin Observer, a mirror combining biophysical sensors and AI that measures up to 22 skin parameters to support the beauty counsellors' advice.
Sales
Preparing for merchants with a shared commercial agent
Alma, a French split payment solution in a dozen European markets, has built an agent linked to Salesforce who describes opportunities and prepares prospecting messages adapted to each merchant.
Sales
Prepare a strategic customer appointment in a quarter of an hour
The Customer Success team of Contentsquare, software editor of digital experience analysis, has built agents that gather the context of each account before an appointment, portfolio review or strategic plan.
Sales
Enrich hundreds of prospect accounts and analyze each commercial call
Apiday, Paris' ESG compliance platform for private markets, has deployed agents who are preparing its prospecting campaigns and review the previous day's commercial calls every morning.
Sales
Complete CRM after each demo and identify risk accounts weekly
ContractSafe, a contract management software publisher, operates the records of its customer calls with several agents: entering the CRM after a demonstration, returning to the customer handlers, alerts of departure risk.
Sales
Summarize the exchanges between brokers and borrowers to better follow each real estate project
Pretto, an online real estate credit broker, uses models of Mistral AI to analyze customer communications with their broker and produce syntheses.
Sales
Design a natural language trip with a flight and hotel inventory assistant
eSky, an online travel agency in more than 50 markets, launched MAIA, an assistant who transforms a freely expressed desire for travel into proposals for real-time inventory stays.
Sales
Putting vacant housing on the market: prices, visuals, announcements and quality control assisted by AI
Heimstaden, an European residential landlord, uses the AI at each stage of the rent-back of a dwelling, with employees remaining responsible for each decision.
Sales
Suggest the state of a camera to be taken from six photos
Back Market asks the sellers of its pick-up service to photograph their camera: a multimodal model suggests a status note, which the user accepts or modifies before receiving his offer.
Sales
Prepare responses to calls for tenders with an officer who reads the specifications
The UpCoop cooperative group, known for its restaurant and employee benefits, has set up an UiPath agent to analyse tenders and draft a first version of technical proposals.
Sales
Write your business proposals from your appointment notes
GroupActive, SME that accompanies a network of 80 independent experts, has created with Copilot Studio an agent that turns notes taken into customer appointments into chapitres commercial proposal.
Sales
Transforming each commercial call into a personalized summary and e-mail
Agicap, a French publisher of treasury software, relies on HubSpot's IA functions to summarize the calls of its salespeople, prepare for the revivals and facilitate their search for accounts.
Sales
Follow the future students of a school and customize the revivals with the AI
Holberton School, a human-sized computer school with campuses in France, automated the tracking of its prospects: call summaries and sentiment analysis in the CRM, and then personalized revivals by OpenAI.
Sales
Process up to 1,000 quote requests per day, regardless of format
The Manutan distributor uses UiPath's agent orchestrator to extract information from the quote requests, generate the quotes and integrate them into the ERP, with human validation in case of ambiguity.
Sales
Earning an hour a day in artisanal charcuterie using a quick method
After four hours of training at the CCI du Gers, the director of the Gasconne Charcuterie structured his use of the AI: presentation of the company in the lead of prompt, personas d'achateurs, search for automations.
Sales
Analyze hair and scalp with AI to advise care in living room
At Saint-Nazaire's Top Coif, Nathalie Lesort uses an AI tool that analyzes hair and scalp to identify needs and recommend targeted care.
Sales
Cut the encryption of technical carpentry for the AI to process mail, DPGF and sketches
Ekoalu, manufacturer of aluminium, steel and wood joinery, has listed about 30 topics to save time and ultimately aims 70% gain on encryption thanks to the AI.
Sales
Make every morning the order emails into order forms
At Château Vieux Moulin (Aude), Claude connected to the Wineriz app reads orders received by e-mail and prepares purchase orders with the customer's fee schedule.
Sales
Relaunching sleeping customers and classifying its commercial agents in seconds
At Domaine Cassagne and Vitailles (Hérault), the team questions Claude more than ten times a day: customers without orders for a year, e-mails to restart, ranking agents by turnover.
Sales
A carpenter-coverer moves to photogrammetry for his specifications and launches his software
In Gâtine, Eddy Fruchard now measures roofs and frames from drone images transformed into a 3D model, and then co-developed a software that builds on the AI.
Sales
A Bordeaux spruce tree structures its ideas, business calendar and management with ChatGPT
Anna Pedelborde, the founder of La Lune in Bordeaux, relies on ChatGPT to put her product ideas into practice, plan showcases and find words with her team.
Sales
Centralize invoices, estimates and inventory of a domain and send emails at the right time
Élisabeth Poux, in the Pech Ménel domain (Saint-Chinian), has been using commercial management software since 2023 that sends its e-mails when recipients are used to reading them.
Sales
A real estate agency prepares for each seller a small market study with the AI
Diane Choplin, based in Caumont-sur-Durance, compiles with the AI the market data for each property, draws a price range and marketing proposals, then decides with the customer.
Sales
Vehicle Renter Summarizes Calls by AI to Power Unified CRM
Corse Auto Rent was accompanied by the EDIH Corsica.ai to generate summaries of calls by AI, paid in a CRM that centralizes contacts and commercial pilotage.
Sales
Prepare commercial pitches and real estate appointments, become a reflex at iad
Olivier Descamps, general manager of the company, says that AI is no longer a curiosité in a network of 15,000 entrepreneurs in France: writing announcements, preparing appointments, structuring pitches. "What was a tool we tested became a reflex. »
Sales
Adjust the message to the customer from the clienteling app at Tiffany and Céline
Franck Le Moal, LVMH's DSI, indicates that retail advisors are equipped with a clienteling application with agents to adjust the message to the customer; These agents are already at Tiffany and Céline's. In store, the tech stays in backend: an
Sales
Filter prospects and generate an argument for the advisor at CNP Assurances
Romain Méridoux presents the "score factory", customer scoring platform with advisor interface: filtering prospects and generating sales arguments. The Datalab also industrializes marketing campaigns with customized arguments by AI generic.
Sales
Find a product info in 500 Notion pages in 30 seconds at PayFit
Aimance Carpano-Caux, filthy manager at PayFit, has connected a Sales Knowledge Agent Dust on 500 pages Concept and the help center: the search goes from more than 5 minutes to less than 30 seconds, more than 15,000 requests since November, -50% Product/Ops solicitations.
Sales
Open search for hotels and loyalty rates in ChatGPT, at Accor
The same Alix Boulnois presents the ALL Accor app in ChatGPT: the traveller specifies destination and dates, consults public rates and member rates, room types and location, and is then returned to the ALL Accor site to pay. Available in 20 languages.
Sales
Search for a technical proposal in the internal catalogue at Veolia
Fouad Maach, Head of Architecture, Engineering and Expertise at the Veolia Group DSI, indicates that the agents are widely exploited in support and up to the commercial services, for example to search for technical proposals in the internal catalogue. 250 agents are in production.
Sales
Structure commercial prospecting arguments with AI
Franck Kemetia, business developer at Rweality (Bondoufle / Paris 13e), followed a CCI Essonne day on IA assisted prospecting. The tool helps to structure ideas and arguments, and to analyse the market and competition.
Sales
Dictate the plumbing-heating estimate when leaving the appointment, in ten minutes
Romain Finet, plumber-heater in Grenoble (TPF company), dictates to the AI the estimate of PAC when leaving the customer: what took him 2 to 3 hours in the evening passes to about 10 minutes, after rereading.
Sales
Prepare a search call from Salesforce and the web at PayFit
Aimance Carpano-Caux describes theAccount Summary Agent Dust: he synthesizes the Salesforce account, the web and history, proposes hooks—example: a prospect had just published a book, used as an opening call. Manual prospect research would fall by around 95%.
Sales
Structure a property estimate from the visit, without letting the AI set the price
Nicolas Jeffs, a real estate agent in Paris, feeds the AI with what he saw on the spot: building technique, relevant comparables, stock of the sector, strengths and weaknesses of housing. The tool structures the statement to make it readable; the price decision remains his.
Sales
Write more personalized prospecting messages
At Rweality, Franck Kemetia also uses the AI to identify new prospects and send them "more personalized, more consistent with their problems", provided that the prompts are well formulated.
Sales
Relaunch the quotes of a blanket, at 15, 30 and 40 days
Clément Avignon, curator of ARDESIA Zinguary cover near Clermont-Ferrand (7 covers and a secretary), has created automatic recasts of quotes, plus invoices, Google reviews and PV reception.
Sales
Structure the commercial call report according to MEDDICC, at PayFit
Carpano-Caux, also a business manager, relies on a Call Summary Agent Dust: MEDDICC-classed Modjo transcripts, follow-up actions, 7 to 2 minute emails, 10 to 2 minute demo preparation; CSDs would save 2 hours a week on administrative.
Sales
Anticipate the twenty questions of a real estate visit, when the DPE is poor
Vincent Pavanello, co-founder of Mister IA, asks a general AI to anticipate the twenty questions that will be asked by visiting a poor DPE housing. The real estate advisor thus prepares objections and answers before opening the door.
Sales
Check the eligibility of a product during the appointment and then write the report at BPCE
Sonia Kaufman, Director IA for advisors, CRC and clients at BPCE, describes the AI at all stages of the appointment: documentation, question "is my client eligible for this product?", and then reports and business opportunities. 75% of the members of the group use it.
Sales
Dictating a carpentry quote from the truck, with the memory of all customers
Tom Klein, carpenter cabinetmaker alone (Agencement Klein, Hautes-Pyrénées), speaks to Claude and Wispr Flow: photo at the customer, dictated in the truck, about forty skills for quotes, worksheet and file.
Sales
Training at MaPrimeRenov in seconds, before a real estate appointment
The same Vincent Pavanello describes a second gesture, on the real estate advisor side: ask the AI to train him in a few seconds at MaPrimeRenov, just before an appointment, to meet the customer's expectations on the renovation.
Sales
Recategorize millions of product records, for +30% sales, at Cdiscount
Thomas Métivier, CEO of Cdiscount, delivered production figures at the end of 2025: the generative AI recategorizes the records, in addition to the machine learning, and divides the error rate by two. "A product that is well categorized makes 30% more sales. Ten million references have already been retired.
Sales
Calculate the yield of a real estate in the Orpi network
Cyrile Imsissen, a member of the management board of Orpi France, describes the AI as a daily newspaper of the network: the search engine will search for the relevant goods in the catalogue, and the AI is also used to calculate a return on a given property.
Sales
Load 100 % of a sales catalogue in minutes, for Cdiscount product sheets
Also at Cdiscount, automatic field matching by AI generative changes the gesture of the sales partner e-commerce: instead of spending hours integrating 80-90% of its catalogue, it will charge 100% in a few minutes, up to the product records. The brand aimed at one million euro of additional sales thanks to this comprehensiveness.
Sales
Randomizing and stocking an app ChatGPT, to build a drive basket at Carrefour
Ancelin Lacroix, Director of Digital Factory e-commerce and Carrefour customers, launched the Carrefour app in ChatGPT. The insignia remains the guarantor of the research: Ranking, product typology and display of stocks of the chosen drive. Permanent tests measure how LLM reacts to prompts.
Sales
Add conversational help to hotel records, and double conversion
In 2025, Best Western France added conversational help directly to hotel records. Laëtitia Thiel: The conversion rate is twice as high for customers who complete this assistance. Since 2023, chatbots and voicebots have had 80% automation.
WRITTEN BY THE DESK
Practical cases (5)
Sales
Follow up on a quote that got no reply, without being pushy
A typical case for a TPE or an independent in France: restarting a prospect after a quote, with a short, clear message, and a real question to move forward.
Sales
Follow up an unpaid invoice with firmness and courtesy
Prepare an overdue-invoice reminder adapted to the stage (first, second, last before formal reminder), in plain English, without unnecessary threats.
Sales
Write a clear quote that a non-technical client can read
Turn a somewhat blurred brief into a structured estimate: services, perimeter limit, deadlines, conditions, to avoid misunderstandings.
Sales
Respond to Google reviews, positive or negative, without putting yourself in danger
Write a measured public response, useful for future customers, adapted to law and practice in France.
Sales
Prepare a customer call in 10 minutes, with the right questions
Make a call frame: objective, questions, possible objections, next step, not to improvise on the phone.