AI agency for sales, service and after sales
ECOPLAN designs and implements AI applications for B2B companies: from the use case workshop through the pilot project to productive operation, integrated with ERP and existing company data.
AI only becomes useful when it knows your data and processes
An AI can understand language and process knowledge. But it can only give reliable answers about customers, products, orders, or service cases once it can access the company's data.
That is why ECOPLAN connects AI applications with ERP, PIM, CRM, and document management, including the permissions stored there. The AI thus works with the same data and rules as your employees.
ERP, e.g.:
SAP
Other systems:
PIM
CRM
Document management
Service systems
Specific AI applications for sales, service, and after sales
ECOPLAN implements these applications for B2B companies, individually or in combination:
Order capture from email and PDF
AI recognizes orders from emails, PDFs, and other formats, structures them, matches them against customer and article data, and prepares them for further processing in the ERP.
Customer service
AI answers questions about products, orders, deliveries, documents, or service cases, taking customer-specific information into account.
Spare parts & after sales
AI helps identify matching spare parts, provides technical information, and supports service processes.
Sales
Product consulting
Quote and tender support
Visit preparation and sales support
Cross-selling and upselling support
Inside sales, service & after sales
Classify and route inquiries
Service cases, complaints, and service support
Process automation
Knowledge & analytics
Knowledge assistant for employees
Training and onboarding
Sales analysis, planning, and forecasting
Product feedback and product range analysis
AI works within your permissions and business rules
Whether employee or customer: in ECOPLAN AI applications, the user, role, customer, and application context determine which information the AI displays and which actions it may perform.
Customer-specific data is thus used without bypassing existing permissions.
Depending on the process, the AI works purely in a supporting role, makes suggestions, or takes over defined tasks itself. Where human review is needed, approvals or human-in-the-loop steps are built in as a fixed part of the process.
Roles & permissions
Customer-specific access
Approvals
Human-in-the-loop
Defined actions
Data privacy and freedom to choose your AI
ECOPLAN integrates the AI through an MCP server to which any company-owned AI and any LLM can connect. You are therefore not tied to a particular AI provider. The data is hosted in Germany, and customer data is not used to train the general solution.
How an AI project with ECOPLAN works
ECOPLAN does not start with the technology, but with the question of where AI delivers measurable value in your company.
01
Use case workshop
Together, we determine which processes in sales, inside sales, and service take the most time and which use case promises the greatest value.
02
Review the data foundation
ECOPLAN clarifies which data from ERP, PIM, CRM, or document management is needed and whether it is available in sufficient quality.
03
Pilot project
One use case is implemented with a limited group of users and evaluated against criteria defined in advance.
04
Rollout and further development
After a successful pilot, the application is extended to additional users, processes, customers, or group companies.
Use case analysis
Concept design
Data & system integration
AI integration
Process automation
Testing & rollout
Further development
ECOPLAN AI applications in practice
Results of the AI service bot in a customer project:
39%
of customer inquiries answered without employee involvement
24%
fewer calls and emails in inside sales after two months
34%
of inquiries handled outside business hours
< 2 s
First response in under 2 seconds
We work with award-winning solutions
avanta awarded as Leader in the category "B2B E-Commerce Platforms & Shop Systems" on OMR Reviews.
Want to use AI in sales, service, or after sales?
ECOPLAN supports you in identifying suitable use cases and developing them into AI solutions ready for productive use. Together, we clarify which data and systems are needed, where AI actually delivers value, and how the application can be integrated sensibly into existing processes.
Simply fill out the form. We will get back to you within 2 business days.
If you would rather talk directly, book an appointment with us. You will receive an initial expert assessment, in 30 minutes by video conference.