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Use case · Travel & Logistics · Agentic AI

Every quote priced against today's real costs — not last quarter's assumptions

Celthrac's agentic AI intercepts the quote, checks live ERP cost-of-goods against the customer's tier, and writes back a margin-safe price — before the bid ever leaves the building.

CRM · SalesforceERP · SAP S/4HANA (Inventory & Logistics)Runtime · CeligoPattern · Agentic + human-in-the-loop
Travel & Logistics · agentic
The challenge — Travel, Logistics & Transport

Every quote priced against today's real costs — not last quarter's assumptions

Celthrac's agentic AI intercepts the quote, checks live ERP cost-of-goods against the customer's tier, and writes back a margin-safe price — before the bid ever leaves the building.

01 · The challenge

What it costs today

Sales teams issue fixed bids without immediate visibility into volatile operational costs tracked in the ERP. By the time finance notices the thin margin, the contract is signed.

02 · Where legacy breaks

Why rule-based fails

Rule-based pipelines sync quotes after the fact. They can't intercept a quote mid-creation, run a live cost query, weigh it against customer-tier rules, and adjust the price in the moment — so margin protection is always retrospective, never preventive.

03 · The AI-First response

What the agent does

When a quote is initialized in Salesforce, our agent intercepts the payload. It runs real-time queries against SAP S/4HANA cost-of-goods balances, determines the margin against the customer's tier definition, and updates the active CRM quote with profitable pricing. The salesperson sees a margin-safe number instantly — no spreadsheet, no finance escalation.

Why agentic AI wins

Reasoning, memory and action — not another rule.

Agentic edge

Real-time cost awareness.Live COGS, not stale assumptions, drives the price.

Agentic edge

Customer-tier intelligent.Balances margin targets against relationship value.

Agentic edge

Preventive, not retrospective.Margin is protected before the bid goes out.

The business case

What this pattern returns.

You stop margin erosion at the source, eliminate the finance-sales back-and-forth on pricing, and quote faster — which wins more deals in time-sensitive freight and travel markets. Protected margin on high-volume, thin-margin transactions compounds quickly.

We engineer the interception and pricing logic as a governed agent on the runtime your SAP estate demands. AI-First means margin discipline is enforced automatically, on every quote, without slowing your sellers down.

Runtime · CeligoGovernance · human-in-the-loopEU data residency · GDPR-nativeAudit trail · ISO 27001-aligned
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One of 15 agentic AI use cases for CRM, ERP & billing.

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