Use cases

AI Sales Use Cases

From the first customer inquiry to quotes, orders, aftermarket sales, and customer retention: discover how Heyrise automates revenue-generating sales workflows on top of your existing CRM, ERP, and commerce systems.

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Why choose Heyrise

  1. Learns from real sales conversations

    Unlike generic AI assistants, Heyrise captures the expertise of your best salespeople and applies it consistently across every customer interaction.

  2. Works with your existing systems

    Connect CRM, ERP, PIM, pricing, product, and customer data without replacing your current infrastructure.

  3. Human-led AI

    Automate repetitive sales conversations while keeping your experts in control of complex decisions.

Expertise lives in your smartest people. If it is not captured, it leaves with them.

During the buying journey

Sales

Guided Selling

Help customers navigate complex product portfolios and identify the right solution faster.

Aerial view of a turquoise sea breaking white over rocks along the shore.Example conversation in Heyrise: a property owner asks by webchat what he needs to renovate the bathrooms in his building. The AI lists the product groups and installation, then asks how many bathrooms and whether the old tiles are being removed.

Typical scenarios

  • Product recommendations
  • Product comparison
  • Solution guidance
  • Technical clarification
  • Product selection
Business outcome

Reduce manual consultations while increasing conversion rates.

Order

Convert customer conversations into ready-to-process orders.

Rocky mountain ridges under a purple and pink sky.Example conversation in Heyrise: a customer asks by voice for ten more of last week’s profiles for tomorrow. The AI confirms the repeat order at his price, suggests the end caps he usually takes, and confirms delivery for tomorrow.

Typical scenarios

  • Order creation
  • Reorders
  • Availability checks
  • Customer pricing
  • Order confirmation
Business outcome

Increase order volume while reducing manual order processing.

Request for Quote

Turn customer inquiries into structured quote requests with all required information already collected.

Aerial view of rolling green hills in soft light.Example conversation in Heyrise: a customer asks by email for a price on new belts for his press. The AI replies with the matching drive belts, quantity, price and delivery time. He asks for a better price, and a sales expert, switched to manual, writes him a special offer while Heyrise AI writes the order into the ERP.

Typical scenarios

  • Request for Quote
  • Configuration
  • Technical requirements
  • Quantity requests
  • Pricing inquiries
Business outcome

Reduce quote preparation time and respond faster.

After the purchase

Aftermarket

Spare Parts

Help customers identify the correct replacement part.

A sandstone slot canyon glowing orange and violet under a patch of blue sky.Example conversation in Heyrise: a workshop owner reports by voice message that his mitre saw is leaving rough edges. The AI identifies worn spindle bearings from the machine’s serial and service history, attaches the guide from the manual and offers the bearing kit and saw blades that fit; he agrees and asks for a technician, and Heyrise AI hands over to a sales expert.

Typical scenarios

  • Spare part identification
  • Compatibility
  • Documentation
  • Product lookup
Business outcome

Increase aftermarket revenue while reducing support workload.

Up & Cross Selling

Recommend complementary products based on customer needs.

A turquoise mountain lake at sunset.Example conversation in Heyrise: a property owner confirms by chat the sanitary sets for all twelve bathrooms. The AI puts them in his basket and suggests what usually goes with them, seats, flush plates and sealing sets with prices; he adds two of the three, and Heyrise AI adds them to the basket.

Typical scenarios

  • Accessories
  • Upgrades
  • Complementary products
  • Alternative products
Business outcome

Increase average order value.

Follow-Up Sale

Stay engaged after the initial purchase.

The Earth from space, its rim glowing blue against a dark starry sky.Example conversation in Heyrise: months after a customer last replaced the drive belts on his press, the AI emails him that they are due again and offers to start a new order. He asks to add new blades, and the AI replies with the cost breakdown, ready to send on his word.

Typical scenarios

  • Replenishment
  • Maintenance reminders
  • Renewal opportunities
  • Customer follow-ups
Business outcome

Increase aftermarket revenue while reducing support workload.

See it for yourself.

In 45 minutes, we’ll show you Heyrise AI running on a catalogue from an industry like yours — from the first customer message to the finished order.

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Anything that would make the session useful: what you would like us to focus on, questions your team already has, or when you are free.

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