Automate the processing of electricity quote requests
Reduce information losses and accelerate support without automating a sensitive technical or business decision.
Why this needs a dedicated approach
Enquiries arrive through several channels with incomplete information and can be forgotten or sent to the wrong person.
What the system should make possible
A clearer workflow, with centralised enquiries and follow-up adapted to the tools already used by the company.
Signals that justify a dedicated project
Automation becomes useful when the request is lost between phone, email, form and quote tool - not when it replaces technical analysis.
Requests are re-entered manually in several tools.
Essential documents or information are missing at the time of the recall.
No one knows clearly whether the request has been received, allocated or processed.
A visible, usable outcome
The workflow must make information transfer reliable while keeping the electrician in control.
Structured input
A form adapted to the main services and the expected level of information.
Controlled routing
Transfer to the right tool or team member using the integrations that are actually available.
Visible tracking
Statuses and notifications that reduce forgetfulness without automatically announcing a quote.
Points to define first
Implementation, trade-offs and tools are adapted to the client’s context and detailed during discovery.
- Qualification of the first contact
- Transmission and notifications
- Human control before any proposal
Questions to answer before designing
These answers determine the right scope and prevent a tool or channel being chosen before the business need is clear.
Which tool should remain the reference source for the request?
Which steps require explicit human validation?
What data is genuinely needed before a visit or quotation?
A response built around your context
BlackStone studies possible connections with CRM or billing after verification of available access and interfaces.