Topgolf AI Quote Automation
Transform Topgolf's lead-to-quote process into a fully automated, AI-driven system that increases conversion rates, reduces manual work, and provides seamless customer experience across all touchpoints.
Our Full-Service Approach
Phase 1: Discovery & Architecture
Business process mapping, technical architecture design, data flow mapping, quote template development, AI logic definition
Phase 2: Development & Integration
D365 customization, Aircall integration, AI quote engine development, PowerPages portal, 7rooms integration
Phase 3: Testing & Optimization
End-to-end testing, sales team training and feedback incorporation
Phase 4: Launch
Phased rollout (manual approval → full automation), performance monitoring
Technical Requirements: Core AI Quote Engine
Input
  • Lead data from D365
  • Call context from Aircall
  • Event preferences
Processing
  • AI determines optimal package
  • Pricing calculation
  • Availability checking
Output
  • Personalized quote
  • PDF / Powerpage generation
Integration Points
D365 Sales Hub
Lead/opportunity data extraction, quote storage and status tracking, sales team workflow integration
Aircall Integration
Call event triggers, call context extraction, CRM data synchronization
Website Form
Real-time lead capture, direct CRM population, immediate quote generation trigger
PowerPages Portal
Quote presentation, digital signatures, modification requests, status tracking
7rooms Integration
Event availability checking, booking confirmation, package details and pricing
Business Process Requirements
Quote Generation Logic
  • Customer type identification (Team Event, Social, All-Inclusive)
  • Event size and complexity assessment
  • Pricing matrices and event package catalog
  • Add-on service recommendations
Approval Workflows
  • Phase 1: Sales team review and approval
  • Phase 2: Automated thresholds for direct sending
  • Escalation procedures for complex quotes
Customer Experience Flow
Immediate acknowledgment of inquiry
Personalized quote delivery
Self-service portal interaction
Seamless booking completion
Value Proposition: Full-Service Approach
Technical Benefits
  • Single Point of Integration: No vendor finger-pointing
  • Scalable Architecture: Built for future expansion
  • Quality Assurance: End-to-end testing
  • Technical Expertise: Deep understanding of all systems
Commercial Benefits
  • Faster Time-to-Market: Coordinated development
  • Higher Success Rate: Holistic approach ensures adoption
  • Future-Proofing: Architecture designed for scalability
Risk Mitigation
Accountability
Single team responsible for entire solution, clear ownership of outcomes
Communication
Direct line to decision-makers with end-to-end coordination
Quality Control
Consistent standards across all components
Support
Unified support for all system components
Our full-service approach eliminates the common pitfalls of multi-vendor projects, ensuring a cohesive solution with clear accountability.
Investment Options

Offer #1: Full-Service
Investment: 18k€
  • Complete project ownership
  • All integrations and development
  • Requirements Engineering

Offer #2: Quote Engine Only
Investment: 9.5k€
  • AI quote generation development
  • Requirement implementation for triggers
Note: Even option #2 requires significant investment as 30-40% of full project effort is needed for discovery, understanding data sources, template development, and IT-Implemeation (7rooms, aircall, sales hub, powerpages,..)
Next Steps
01
If Full Project Accepted
  • Detailed scope and timeline planning
  • Stakeholder interview scheduling
  • Technical architecture workshop
02
If Option 2 Accepted
  • Focus discovery on quote generation requirements
  • Map critical integration points
  • Define minimum viable automation scope
03
Follow-up Requirements
  • Access to D365 Sales environment
  • Aircall configuration review
  • Current quote template examples
  • Sales team interviews