Quote generation and approval, automated.
Ignyto implemented Salesforce Sales Cloud for Tractable, an AI company applying computer vision to accident and disaster recovery, with custom lead assignment by territory, a guided sales process and an automated quote generation and approval chain.
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Book a discovery call →Tractable is a leading AI company developing products for accident and disaster recovery. They apply artificial intelligence to photos and video to create fast, accurate assessments for many of the largest P&C insurers, manufacturers and fleet owners worldwide.
Their goal is to help the world recover faster from accidents and disasters that impact hundreds of millions of lives.
Tractable needed a process to help internal users manage pipeline more efficiently and generate accurate quotes that had been approved by the relevant stakeholders.
Account and opportunity naming was inconsistent across the system, and the data needed cleansing before the sales process could run smoothly.
Lead assignment had to respect account and territory ownership rather than being handled ad hoc.
- A custom lead assignment process based on account and territory ownership
- Standardised account and opportunity naming across the system
- A data cleanse so the sales process runs on trustworthy records
- A sales process with clear steps and validation, so internal users follow best practice
- Automated quote generation
- An internal quote approval process
What the platform changed.
A flexible assignment process driven by account and territory ownership rather than manual routing.
Clear steps and validation enforcing best practice, on cleansed and consistently named data.
Efficient generation with an internal approval process, so pricing reaches customers signed off.
A guided sales process with quotes generated and approved in the platform
“We worked with the Ignyto team to define different processes – from lead assignment to pre-sales tests and commercial approval processes. Ignyto were very collaborative and helped us configure complex validation rules and approval workflows in a timely manner, always ensuring we took the best course of action in every choice.”
Tractable · High tech — AI assessment technology
Integration, where the systems need it.
Salesforce rarely stands alone. Ignyto builds the integration layer in-house — MuleSoft certified, with native APIs where a connector does the job.
How we approach integration →Book a 30-minute call with a Salesforce consultant.
No pitch deck. We will tell you what the work involves, roughly what it costs, and whether the return is there.