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

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