Cover Image for Getting Started with AI Quoting
Cover Image for Getting Started with AI Quoting
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Getting Started with AI Quoting

Hosted by MonetizeNow, Brad Mortimore & Andrew Linford
Zoom
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About Event

​Most sales teams still build quotes by clicking through screens. Mosaic's reps don't.

​Andrew Linford, VP Operations at Mosaic, built his team's quoting workflow around AI. Reps just say what they want out loud, and an AI agent drafts the quote in MonetizeNow. No clicking through screens, no hunting for the right product or discount.

​Join Andrew and Brad Mortimore, Head of Sales at MonetizeNow, to see:

  • ​Why AI Quoting: the quoting mistakes it removes, and how to tell if your team is ready

  • ​How it works: what reps ask for, what the AI sends back, and how it pulls together the data it needs to build the quote

  • ​How to build it: Andrew's four steps, from gathering context to scaling across quote types and reps

​Bring your questions. We'll leave time for live Q&A.

​Who should attend: RevOps, Sales Ops, Deal Desk, and finance leaders who own the quoting process.

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