2026年10月07日に公開 · 2026年10月07日時点で募集中であることを確認済みです
この企業はあなたの会社ですか?US$ 750 – US$ 1.500 /案件
We are an established industrial trading company in Dubai (dealing in ground-engaging tools/GET, lubricants, and commercial supplies). We are looking for an experienced Make.com & AI Automation Architect to build a comprehensive end-to-end sales and order management automation using Claude 5.5 Sonnet, Gmail, Google Sheets, and WhatsApp. We are moving away from manual typing and missed sales follow-ups toward an intelligent, monitored pipeline. Core Scope of Work: AI Quotation Generation (One-Click Sales Handoff): Parse incoming customer RFQs in Gmail. Cross-reference customer requests against our Product Master Data (via Google Sheets/database) to resolve fuzzy descriptions/part numbers into exact internal SKUs and standard prices. Auto-generate a formatted quotation on our company letterhead and place it directly as a ready-to-send draft in the original Gmail thread. Log the generated quotation details into a Master Quotations Tracker Sheet (Timestamp, Customer, Salesperson, Quoted Value, Status: Draft Generated). Sales SLA WhatsApp Alert (Unsent Quotation Reminder): If a created quotation draft remains unapproved/unsent after a specified grace period (e.g., 2–3 hours), trigger an automated notification to the assigned salesperson's WhatsApp. Alert details: Customer name, RFQ reference, quoted value, and direct link/reminder to review and dispatch. Automated 8-Hour Post-Quote Follow-Up Engine: Track when a quotation email is officially sent by the salesperson (Status updates to Sent). Exactly 8 business hours later, check if the customer has replied or placed a PO. If no reply is detected, automatically send a polite, professional follow-up email in the same thread checking if they require technical submittals, stock delivery updates, or revisions. Customer PO-to-ERP Import Pipeline: Parse incoming client Purchase Orders (POs/LPOs) from Gmail. Extract line-item tables (PO#, quantities, part numbers, unit prices, delivery terms) and format directly into an Excel/Google Sheet template ready for one-click batch import into our ERP/Pack system. Executive Quotation & Sales Dashboard (Looker Studio / Sheets): Build a real-time reporting dashboard connected directly to the Master Quotations Tracker. Required Metrics & Views: Total Quotation Pipeline Value: Filterable by Today, This Week, and This Month. Volume Breakdown: Total number of quotations issued vs. converted to POs. Sales Performance: Value and volume quoted per sales rep. Turnaround Speed & Win Rate: Average time to quote and conversion percentage. Inbox Triage & System Hardening: Classify background emails into URGENT (site emergencies/discrepancies), SUPPLIERS (vendor pricing), and SPAM (auto-archived). Implement production-grade Make.com error-handling routes (Resume/Ignore) to guarantee 100% scenario uptime.
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