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Ziegler Metallbearbeitung GmbH × Periti Digital × Anthropic Claude

AI-Assisted Sales Enquiry Processing: Phase 1

How Ziegler and Periti Digital used Anthropic's Claude to triage inbound enquiries, extract requirements and propose catalogue matches for salesperson review.

Ziegler Metallbearbeitung headquarters

Who are Ziegler?

Ziegler Metallbearbeitung GmbH is a German manufacturer specialising in metal fabrication, including street furniture and lightweight steel construction. Its sales team handles a high volume of project-based enquiries and tenders.

~250

Employees

Across multiple sites in Germany and Austria

1993

Founded

Over 30 years of manufacturing expertise

Manufacturing

Industry

Steel lightweight construction & street furniture

The Challenge

High enquiry volume

Ziegler's inside sales and Customer Centre teams process a high daily volume of inbound enquiries and tender documents, typically emails with PDF, Excel or other attachments.

Each one must be read, matched against Ziegler's product catalogue and entered by hand as a quote in Business Central ERP.

Manual “Clickwork”

Copying and re-keying data across inboxes, PDFs and internal systems – a repetitive drain on skilled sales staff time and energy.

2–3 hrs

Per salesperson, per day
Spent processing inbound enquiries (Ziegler estimate)

40–50%

Special/exception cases
Estimated share of daily business that needs expert handling (Ziegler estimate)

Operational Risks

  • Overtime pressure on the sales team
  • Inconsistent quote turnaround times
  • Duplicate or lost opportunities across sales territories
  • Enquiries about the same project documented inconsistently

Periti Digital designed and built an AI-assisted processing tool for Ziegler's sales team.

Phase 1 focuses on the most time-consuming part of the workflow: reading incoming documents and working out what the customer is asking for. Salespeople stay in control of every decision and every quote.

The Solution

Intake

Prospects, customers and sales staff submit enquiry documents by email to the application's inbox, where they are stored securely in Blob Storage.

Triage

Claude classifies each submission as a genuine enquiry or RFP, or as not relevant.

Requirement extraction

Claude extracts requested items, quantities and key details from emails and attachments.

Catalogue matching with review

The system proposes candidate products from Ziegler's catalogue using RAG search.

Salesperson review

A salesperson reviews and sends out the quote.

Ziegler × Periti Digital: AI-assisted enquiry processing architecture — email intake, Claude triage, requirement extraction and catalogue match proposals, with salesperson review before a quote is created in Business Central

Tech Stack Involved

Built on Microsoft Azure, with Anthropic's Claude providing document understanding.

Anthropic Claude

Triage and requirement extraction from emails and attachments.

Blob Storage

Secure storage for submitted enquiry documents.

Serverless Functions

Processing and orchestration.

Vector DB Search

Indexes Ziegler's product catalogue and retrieves candidate matches.

Outcome

This solution gives Ziegler's sales team a working tool that removes the first, most manual part of enquiry handling: reading documents, identifying what is being requested and finding the right products.

It is launched at a practical accuracy level and improves as the team uses it.

  • Triage of submitted enquiries
  • Automated requirement extraction
  • Catalogue match proposals with salesperson review
  • Automated inbox ingestion and notifications
  • Business Central customer lookup and creation
  • Draft quote creation in Business Central
  • Project and duplicate detection across related enquiries

In Ziegler's own words

“We are delighted to be working with Periti on this transformative project. Their quick understanding of our business requirements and processes, combined with their expertise, is helping us modernise our core processes through the implementation of an AI-powered solution. We have high expectations for the outcomes of this initiative and are confident that it will deliver significant improvements in quality and efficiency, while allowing our salespeople to devote more time to value-adding activities that benefit from human insight and experience.”

— Artem Dikmann, CFO – Kaufmännischer Geschäftsführer, Ziegler Metallbearbeitung GmbH

This case study was produced by Periti Digital in partnership with Ziegler Metallbearbeitung GmbH and Anthropic.

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