--- title: "AI agency for B2B sales and service | ECOPLAN" description: "ECOPLAN implements AI applications for sales, service, and after sales: from the use case workshop through a pilot in 4 to 6 weeks to operation." url: "https://www.ecoplan.com/en/ai-for-sales-and-service/" --- # 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. [Request a project](#contact) [Book a call directly](/en/contact/book-a-call.php) 100% B2B Integrated with ERP & company data Pilot in 4–6 weeks ![AI assistant answers questions using product, order, and customer data](/wAssets-ecoplan/img/agentur/hero-ki-en.svg) AI assistant answers questions using product, order, and customer data ![adn](/wAssets-ecoplan/img/referenzen/adn.svg) ![WashTec](/wAssets-ecoplan/img/referenzen/washtec.svg) ![TIB Chemicals](/wAssets-ecoplan/img/referenzen/tib-chemicals.svg) ![sera](/wAssets-ecoplan/img/referenzen/sera.svg) ![Schweizer Salinen](/wAssets-ecoplan/img/referenzen/schweizer-salinen.svg) ![rose plastic](/wAssets-ecoplan/img/referenzen/rose-plastic.svg) ![Purell](/wAssets-ecoplan/img/referenzen/purell.svg) ![profine](/wAssets-ecoplan/img/referenzen/profine.svg) ![Pfinder](/wAssets-ecoplan/img/referenzen/pfinder.svg) ![Oest Gruppe](/wAssets-ecoplan/img/referenzen/oest.svg) ![Obermeier](/wAssets-ecoplan/img/referenzen/obermeier.svg) ![Marantec](/wAssets-ecoplan/img/referenzen/marantec.svg) ![Kora](/wAssets-ecoplan/img/referenzen/kora.svg) ![Josera](/wAssets-ecoplan/img/referenzen/josera.svg) ![Gühring](/wAssets-ecoplan/img/referenzen/guehring.svg) ![Filtration Group](/wAssets-ecoplan/img/referenzen/filtration-group.svg) ![Farmchamps](/wAssets-ecoplan/img/referenzen/farmchamps.svg) ![aps](/wAssets-ecoplan/img/referenzen/aps.svg) ![Amann Group](/wAssets-ecoplan/img/referenzen/amann.svg) ## 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. ![AI applications for sales, service, and internal processes](/wAssets-ecoplan/img/agentur/ki-anwendungen-vertrieb-service-intern-en.svg) AI applications for sales, service, and internal processes **ERP, e.g.:** SAP ![abas logo](/wAssets-ecoplan/img/agentur/logo-abas.svg) abas ![Infor logo](/wAssets-ecoplan/img/agentur/logo-infor.svg) Infor ![proALPHA logo](/wAssets-ecoplan/img/agentur/logo-proalpha.svg) proALPHA ![Microsoft Business Central and Microsoft Dynamics NAV](/wAssets-ecoplan/img/agentur/logo-microsoft-dynamics-nav-business-central.svg) Microsoft Dynamics logo ![Oracle logo](/wAssets-ecoplan/img/agentur/logo-oracle.svg) Oracle **Other systems:** PIM CRM Document management Service systems [More about ERP & system integration](/en/integration/) ## Specific AI applications for sales, service, and after sales ECOPLAN implements these applications for B2B companies, individually or in combination: ![Icon for order capture from email and PDF](/wAssets-ecoplan/img/agentur/icons/file-input.svg) Order capture from email and PDF ### 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. [More about Order capture from email](/en/b2b-commerce/order-automation.php) ![Icon for customer service](/wAssets-ecoplan/img/agentur/icons/headset.svg) Customer service ### Customer service AI answers questions about products, orders, deliveries, documents, or service cases, taking customer-specific information into account. [More about Customer service](/en/ai-for-sales-and-service/ai-service-bot.php) ![Icon for spare parts & after sales](/wAssets-ecoplan/img/agentur/icons/wrench.svg) Spare parts & after sales ### Spare parts & after sales AI helps identify matching spare parts, provides technical information, and supports service processes. [More about Spare parts & after sales](/en/b2b-commerce/spare-parts-shop.php) ### Sales ### Product consulting AI helps customers and employees select suitable products, variants, and solutions. ### Quote and tender support AI analyzes inquiries, tender documents, and technical requirements, extracts the relevant points, matches products and services, and prepares quote creation. ### Visit preparation and sales support AI compiles customer history, open quotes and transactions, recent orders, service cases, and potential sales topics as a basis for conversations for sales and field sales. ### Cross-selling and upselling support Based on product, customer, and usage context, AI suggests suitable complementary products or additional services. ### Inside sales, service & after sales ### Classify and route inquiries AI recognizes incoming customer inquiries, categorizes and prioritizes them, and hands them over to the right process or contact person. ### Service cases, complaints, and service support AI consolidates information from texts, images, and documents, detects missing details, and prepares cases in a structured way. Service staff receive support with fault patterns, technical questions, and documentation. ### Process automation AI prepares work steps, supports decisions, and triggers defined actions in connected systems. ### Knowledge & analytics ### Knowledge assistant for employees Company knowledge from product documents, processes, technical documentation, and internal information becomes accessible through natural language. ### Training and onboarding AI trains employees in sales and service, conveys knowledge from internal documents, answers questions, and supports new employees during onboarding. ### Sales analysis, planning, and forecasting AI evaluates buying behavior, customer development, regions, and sales territories, highlights revenue declines and cross-selling potential, and supports visit, action, and revenue planning based on orders, quotes, and historical data. ### Product feedback and product range analysis AI analyzes service cases, complaints, customer inquiries, demand, and product combinations and makes recurring topics visible for product management, quality, product range, and marketing. ## 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. ![AI adapts to role and customer, with human approval](/wAssets-ecoplan/img/agentur/ki-rolle-kunde-freigabe-mensch-en.svg) AI adapts to role and customer, with human approval 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. [More on MCP and agentic commerce](/en/integration/#a-ki) ### 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 [More about AI service bot](/en/ai-for-sales-and-service/ai-service-bot.php) ## We work with award-winning solutions avanta awarded as **Leader** in the category "**B2B E-Commerce Platforms & Shop Systems**" on OMR Reviews. [Learn more about the award on avanta.info](https://avanta.info/) ![avanta logo](/wAssets-ecoplan/img/logo/02_Logo_avanta_RGB.svg) avanta ![OMR Reviews Leader B2B e-commerce shop systems Q3/26](/wAssets-ecoplan/img/grafiken/OMR-Badge-1.svg) OMR Reviews Leader B2B e-commerce shop systems Q3/26 Project inquiry ## 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. [Book a call directly](/en/contact/book-a-call.php) ## FAQ – Frequently asked questions ### Which agencies in Germany help automate sales processes with AI? ECOPLAN designs and implements AI applications for B2B companies, integrated with ERP and existing company data: from the use case workshop through the pilot project to productive operation. ### How does an AI project with ECOPLAN work? In four steps: use case workshop, reviewing the data foundation, pilot project with a limited group of users, and rollout and further development. A pilot typically takes 4 to 6 weeks. ### Am I locked in to a provider when integrating AI? No. ECOPLAN integrates the AI through an MCP server to which any company-owned AI and any LLM can connect. The data is hosted in Germany. ### Which AI applications for sales and service does ECOPLAN implement? ECOPLAN implements AI applications individually or in combination, such as order capture from email and PDF, customer service, spare parts identification, product consulting, and quote and tender support. These are complemented by knowledge assistants for employees, sales analysis and forecasting, and the classification and routing of inquiries. ### How does AI access customer data without bypassing permissions? ECOPLAN connects AI applications with ERP, PIM, CRM, and document management, including the permissions stored there. User, role, customer, and application context determine which information the AI displays and which actions it may perform. The AI thus works with the same data and rules as your employees. ### Does the AI make decisions on its own, or does a human stay involved? That depends on the process. Depending on the use case, the AI works purely in a supporting role, makes suggestions, or takes over defined tasks itself. Where human review is needed, ECOPLAN builds in approvals or human-in-the-loop steps as a fixed part of the process.