Sales and opportunities
Agents that read tenders and emails, create and update opportunities, assess contract risk and learn from past bids.
Opportunity creation agent
Use case for: a hotel group and a construction companyDemo-ready
Create an Oracle Fusion Sales opportunity from a tender document or an email.
The challenge
- Business development teams read long tender documents and customer emails by hand.
- The details are re-keyed into the CRM, which slows the first response and lets some enquiries slip.
- Late entry delays qualification and the follow-up that depends on it.
With AI
- Reads the tender document, or the email body and the thread around it.
- Extracts the customer, requirement, scope, dates, expected value and contacts.
- Matches existing accounts and contacts in Oracle Fusion Sales.
- Creates a draft opportunity for the team to review, confirm and move on.
What it changes
- Faster turnaround from tender or email to opportunity.
- No manual re-keying of enquiry details.
- Fewer missed enquiries and a more complete pipeline.
- Cleaner, more consistent CRM records.
- Qualification and follow-up start earlier.
- More time selling, less time updating the CRM.
Tender Analysis Agent
Use case for: a construction companyDemo-ready
Compare new tender documents with the opportunity and update it, with approval.
The challenge
- Opportunities start with basic details, and the RFPs and requirements arrive later.
- The business development team reviews documents and updates records by hand.
- The work is slow and prone to missed or out-of-date information.
With AI
- Reads tender documents, RFPs and contract information and extracts the key details.
- Finds the relevant opportunity and compares what it holds with the new documents to spot changes and gaps.
- Shows the changes for the team to review and approve.
- Updates the opportunity only with the approved information.
What it changes
- Less manual effort reviewing long tender documents.
- Faster tender evaluation.
- Better data accuracy, because gaps between records and new documents are flagged.
- Records stay aligned with the latest tender documents.
- A person approves every update.
- More time for tender strategy, risk assessment and decisions.
Tender Command Centre
Use case for: a construction companyDemo-ready
Learn from every tender, won or lost.
The challenge
- It is hard to pinpoint why tenders are won or lost.
- Gaps in the tendering process stay unclear.
- Lessons that are not captured get repeated.
With AI
- Analyses the full journey of a tender, from creation to outcome.
- Identifies gaps, missed requirements and risks.
- Captures what to retain, avoid and improve.
- Recommends the key steps for future submissions and applies past insight to upcoming opportunities.
What it changes
- Stronger submissions built on past insight.
- Fewer repeat mistakes.
- Strategy and planning based on data.
- Lessons that can be reused across future tenders.
- A clearer view of where preparation can improve.
- Continuous learning in the tendering approach.
Contract Analyser Agent
Use case for: a construction companyDemo-ready
Recommend contract risks, rated Red, Amber or Green, from past projects.
The challenge
- Contract managers assess the risk of each opportunity by hand.
- The repetitive effort grows with every new opportunity.
- Without past project insight, assessments vary.
With AI
- Analyses past risk assessments for patterns.
- Finds similar historical projects to compare.
- Recommends the risks, a Red, Amber or Green rating and a Risky (yes or no) flag.
- Sends the recommendation to the Contract Manager for approval.
What it changes
- Less effort on each risk assessment.
- A consistent way to classify risk.
- Lessons from similar projects flag risks early.
- Better visibility of high-risk opportunities.
- Faster review and submission.
- Better decisions from historical risk patterns.
AI Event Discovery Agent
Use case for: a hotel groupDemo-ready
Never miss the next big event in a hotel city.
The challenge
- Teams search for upcoming events by hand, city by city.
- Big events are often spotted late, after rooms and venues start filling up.
- There is no single, current view of events across all the hotel locations.
With AI
- Finds upcoming conferences, exhibitions, festivals, concerts and weddings in every hotel city, 90 days ahead.
- Captures the dates, venue, organiser and expected attendance.
- Ranks events by the hotel business they could bring.
- Adds them to the CRM, ready to turn into opportunities.
What it changes
- Earlier visibility of demand in every hotel city.
- Less manual searching for sales and revenue teams.
- One event view across all hotels.
- Smarter pricing and room blocks for peak dates.
- The top events first, so teams know where to focus.
- More group and event business captured early.
