HR services provider · HR services
Automating the sales journey
From first contact to client onboarding, a sales process rebuilt and automated.
+50 %time saved on proposal production
Result reported by the client on this engagement.
Context
A leading HR services provider wanted to accelerate growth by transforming its sales process, from first client contact through to onboarding.
Approach
- 01Mapping and redesign of the full journey, from sale to onboarding.
- 02AI-driven proposal generation, with dynamic templates specific to each client.
- 03Automation of eligibility and compliance checks.
- 04A shift from product-based selling to project-based selling.
- 05Change management to align all consultants.
Outcomes
- Proposal production time reduced by more than 50 %.
- Consistent, uniformly high-quality proposals that strengthen brand credibility.
- Tailored offers that improve win rate and satisfaction.
- Fully automated onboarding, more compliant and more efficient.
Methods used on this engagement
Why this concerns you
If your commercial proposals are rebuilt by hand every time, quality depends on who writes them.
Three other cases
Services
Top-down and bottom-up strategic alignment
The executive committee's vision and each site's reality, reconciled into a single plan.
Consulting
Enriching an internal methodology with AI
A proprietary methodology that had gone static, turned into an adaptive delivery system.
Services
From scattered customer feedback to commercial intelligence
Customer feedback spread across sales, after-sales service and surveys, brought together into a single segment-level view.