Sales Intelligence Score it, defend it, draft it
AI for the SAP Business One sales cycle, for SME manufacturers: 20 services in three stages, each answer written back into a field, a document or an activity.
Exclusive Boyum Practice. India’s No.1 Customer-referred Boyum IT Partner.
- Basic 4
- Essential 12
- Professional 20
Three sales desks. Where the money leaks.
Most SME sales desks run on the same three things: a quote sent on gut feel, a follow-up that depends on who remembers, and a discount nobody can justify afterwards.
Which one sounds like your plant?
High quote volume, low win rate
- Today
- You send far more quotations than you convert, and nobody can say which ones deserved the effort.
- What changes
- A win probability on every open quotation, so the pipeline sorts itself and the effort goes where the odds are.
Margin that leaks at the discount
- Today
- Every rep discounts, none of them the same way, and the damage only shows at month-end.
- What changes
- A suggested floor price on every line; a discount below it goes to an approver instead of straight onto the order.
Repeat orders arriving by email
- Today
- Customer orders land as PDFs and someone retypes them into SAP Business One.
- What changes
- The order is read into a draft sales order, with the exceptions routed to a person. No document posts on its own.
Basic, Essential, Professional. Each one contains the last.
Every higher stage includes everything below it, then adds more services and more authority. The difference is not how clever the model is. It is who decides.
Basic
AI assists, you decide
4 services. Language and extraction only: nothing is scored, nothing is posted.
Essential
AI predicts, you decide
12 services. Adds Score & Predict and Recommend & Guard: win probability, churn risk and a price floor, written back where they are used.
Professional
AI acts, you approve
20 services. Adds eight agents that draft or propose, for a person to release.
| Capability set | Basic | Essential | Professional |
|---|---|---|---|
| Ask & Explain | 1 | 1 | 1 |
| Capture & Extract | 2 | 2 | 2 |
| Draft & Compose | 1 | 1 | 1 |
| Score & Predict | None | 5 | 5 |
| Recommend & Guard | None | 3 | 3 |
| Agents (draft and propose) | None | None | 8 |
| Services in the stage | 4 | 12 | 20 |
All 20 services. Not one of them a rule.
Each service produces a prediction, a draft or a proposal that a fixed rule could not, and each one has a named place where its answer lands. Choose a stage to see what it includes.
Sales Intelligence Basic
AI assists, you decide · 4 services- Ask & Explain
B1: Ask your sales data
Plain-English questions over quotations, orders and invoices, such as “which customers bought less this quarter than last?”, answered without anyone writing a query, and shown on screen in SAP Business One.
You decideLands in: SAP Business One - Capture & Extract
B2: Enquiry-to-activity capture
An enquiry arrives by email. The item, quantity and required date are read and matched against the item master, and an activity is logged against the right business partner, ready for a person to act on.
You decideLands in: SAP Business One - Capture & Extract
B3: Customer order capture
A customer order in PDF becomes a draft sales order, with uncertain lines marked for a person to check. No document posts on its own.
You decideLands in: SAP Business One - Draft & Compose
B4: Quotation cover note drafting
The covering email is drafted from the actual quotation, with the items, the lead time and the terms, in your house voice. A person reads it and sends it.
You decideLands in: SAP Business One
Sales Intelligence Essential
AI predicts, you decide · 8 services addedIncludes the 4 Basic services, and adds these 8.
- Score & Predict
E1: Win probability on every open quotation
A score written onto the quotation, so the pipeline sorts itself. Learned from your own won and lost history, which means the lost history has to exist.
You decideLands in: SAP Business One - Score & Predict
E2: Churn signal
The customer whose buying has quietly dropped off is flagged on the business partner while there is still time to ring them.
You decideLands in: SAP Business One - Score & Predict
E3: Expected close date
Not the date the rep typed in: a predicted close date from how long deals of this shape, size and customer actually take, so the pipeline report becomes a forecast someone can plan against.
You decideLands in: SAP Business One - Score & Predict
E4: Predicted payment behaviour
The likelihood that this invoice, to this customer, at this value, will be paid late, shown at the moment of quoting and shared with Strategic Finance.
You decideLands in: SAP Business One - Score & Predict
E5: Sales forecast by customer and item
A rolling forecast with seasonality, made where the demand starts. It feeds Smart Inventory and, through it, planning in Beas Manufacturing, so sales stops being a surprise to the shop floor.
You decideLands in: SAP Business OneBeas Manufacturing - Recommend & Guard
E6: Next-best item on the order
Suggestions shown as the line is entered: what customers like this one buy alongside this item. Suggested, never inserted. The salesperson stays the author of the order.
You decideLands in: SAP Business One - Recommend & Guard
E7: Price guidance and a margin floor
A suggested floor price on every line. A discount below it goes to an approver.
You decideLands in: SAP Business One - Recommend & Guard
E8: Demand-aware quote validity
A validity period suggested from the real stock position and lead-time swings, including planned production and warehouse availability, instead of a flat thirty days that was never true.
You decideLands in: SAP Business OneBeas ManufacturingProdumex WMS
Sales Intelligence Professional
AI acts, you approve · 8 services addedIncludes the 12 Basic and Essential services, and adds these 8 agents. Every agent drafts or proposes; a person approves.
- Agents (draft and propose)
P1: RFQ-to-quote agent
Reads the sales mailbox, checks availability against stock and planned orders, prices the request against the price guidance and drafts the quotation. Then it stops and waits for a person to release it.
You approveLands in: SAP Business OneBeas Manufacturing - Agents (draft and propose)
P2: Order-entry agent
Customer order email in, draft sales order out, with price mismatches, orders a person must clear and short stock routed to a person instead of guessed at.
You approveLands in: SAP Business One - Agents (draft and propose)
P3: Follow-up agent
Works the open quotations and drafts the chaser in the right tone for each customer, for the account owner to send. Each one is logged as an activity, and any reply that matters goes straight to a person.
You approveLands in: SAP Business One - Agents (draft and propose)
P4: Deal-desk agent
A non-standard deal arrives. The agent puts together the approval pack: margin against floor, what the customer already owes, stock and the delivery date the plant can actually hit, so the approver sees one page instead of four screens.
You approveLands in: SAP Business One - Agents (draft and propose)
P5: Pricing agent
Proposes price-list changes, item by item. It never edits a price list itself: it puts a costed recommendation in front of the person who owns the prices.
You approveLands in: SAP Business One - Agents (draft and propose)
P6: Win-back agent
Takes the at-risk customers from the churn signal, works out what each account stopped buying, and drafts the win-back (an offer, a call brief or an apology) for the account owner to send or bin.
You approveLands in: SAP Business One - Agents (draft and propose)
P7: Cross-sell campaign agent
Groups customers by what they buy together, drafts the offer for each group and the follow-up activities, for the sales manager to approve. Marketing that comes out of the ERP, not out of a spreadsheet.
You approveLands in: SAP Business One - Agents (draft and propose)
P8: Pipeline exception agent
Looks for the things nobody has time to look for: quotations that stalled, discount drift by rep, orders promised beyond what the plant can make. One exception list on the sales manager’s screen.
You approveLands in: SAP Business One
On the screen, not in a portal.
A forecast in a separate application is a forecast nobody acts on. Every Sales Intelligence answer has a named home inside SAP Business One.
- Win probability, price floor, expected close
Visible the moment the document opens.
- Churn flag, payment behaviour
On the screen people already use. No new tab to remember, no second login.
- Next-best item, margin floor
Suggested as the line is entered; a discount below the floor goes to an approver.
- Every agent action, logged
Agent work is logged as activities. Agent documents become drafts. People decide the rest.
The one thing most sales desks cannot supply.
Sales Intelligence needs less data than most, and one hard prerequisite.
You cannot score a win without a recorded loss.
Win probability learns from outcomes: which quotations converted, which did not, and why. Most SME sales desks record the wins well and let the losses evaporate. The quotation stays open until somebody closes it in a clear-out, with no reason and no date. If that history does not exist, we say so at the readiness gate.
Quotations, orders and invoices with real dates
Won and lost. Basic works with what exists; Essential cannot run without it.
An item master a model can trust
One item is one item, with real units of measure and real categories. If the items are duplicated, what customers buy together is noise.
Price and discount history that reconciles
List price, discount given and realised margin per line. If discounts live in a spreadsheet, the margin floor has nothing to stand on.
A sales manager who will act on a score
The model is arguing with a salesperson’s instinct. It needs a named owner who backs it in public, on the first disagreement.
A salesperson will not be told what to do by software.
A model is arguing with a salesperson’s instinct. The argument is built into the design.
The score explains itself
Every win probability comes with the factors that drove it. A rep who can see why a deal is rated at 30% can argue with it, and a model you can argue with is a model people use.
ADKAR®: Knowledge · AbilityKnowledge · Ability
The model is scored too
The sales team sees how accurate the model is against actual outcomes, and can say when their own judgement does better.
ADKAR®: Awareness · DesireAwareness · Desire
Nothing is taken away
No service in this domain removes a salesperson’s authority. The agent drafts; a person releases. A discount below the floor goes for approval; it does not silently cancel the deal.
ADKAR®: ReinforcementReinforcement
Sales Intelligence is one of six. They share their data.
The forecast built here feeds Smart Inventory and planning in Beas Manufacturing. The payment signal is shared with Strategic Finance. One domain works on its own; two make each other better.
- Domain 02Agentic Procurement Between the twoSupplier lead times behind the dates you quote
- Domain 03Smart Inventory Between the twoThe sales forecast, an input to the stock forecast
- Domain 04Intelligent Production Between the twoCompletion dates a salesperson can quote
- Domain 05Hyper-efficient Warehouse Between the twoShort picks flagged to the salesperson who owns the customer
- Domain 06Strategic Finance Between the twoThe payment behaviour shown at the moment of quoting
aiEnable stands on the other ViSA services. If the process has not been drawn, that is procEnact; if the Boyum Solutions are not deployed, toolDeploy; and if you do not yet know what the gap costs you, gapScan.
misBoost
A management layer for SAP Business One
235 boosters in ten domains. The packs build themselves from your SAP Business One data and arrive on their own, so nobody prepares or sends them. They can start on any SAP Business One plant from week one.
proBoost
BPAS Custom Libraries for SAP Business One
The second ViSA line alongside the seven services: pre-built libraries that configure straight into SAP Business One, one tuned to each set-up. You choose the boosters your plant needs.
- 313proBoostSAP Business One
- 409mfgBoostSAP Business One + Beas
- 409wmsBoostSAP Business One + Produmex
- 529scmBoostSAP Business One + Beas + Produmex
The readiness gate, on your sales data. Before anyone builds anything.
You get to know which of the 20 services your data can support today, and what to record now so that it can support the rest later.
In a BPAS gap review you get a short list of what is costing your plant dates and money today, and the order to fix it in.
Fix the process. Then feed the model.
Not ready to talk yet? See what’s real today.
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Webinar · Session 11 · For owners, CXOs and plant headsThird Thursday of every month
AI for SMEs: what’s real today
smartStep webinars · Session 11
The session on smartStep step 08, Predict, the step aiEnable delivers. It stands on its own, like every session in the series.
- Format
- 40 minutes: a 30-minute session and 10 minutes of live Q&A · free, online
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Newsletter · For your power users
For the internal champions and power users
One SAP Business One practice, one Boyum practice, a ten-minute quick win and stories from factories like yours, for the people who keep the system healthy.
- How often
- Third Wednesday of every month
- Format
- Practices you can apply in ten minutes
No ERP yet? Start with MEIS
For SME manufacturers putting in their first ERP, MEIS implements SAP Business One.
Live in weeks, not months.
Visit meis.in ↗ (opens in a new tab)- Still on spreadsheetsNo ERP yet
- MEIS implements SAP Business OneYour manufacturing ERP, live
- Add the Boyum Solutions
- Beas Manufacturing
- B1UP
- B1 Print & Delivery
- Produmex WMS
- Produmex Scan
- Perfion PIM
- Choose your ViSA servicesSeven services, from gapScan to aiEnable
ViSA implements, customises and supports the Boyum Solutions on top of your SAP Business One, with SAP Business One certified consultants doing the work.
aiEnable is one of seven. Here are the other six.
Each service is a complete engagement on its own, so you can choose the ones your plant needs. Taken in order, the seven cover a manufacturing operation from the maturity check to AI on your own plant data, and that is the route we advise.