July 4, 2025
Charlotte Altmann

AI in use: what really works in SMEs and what doesn't

  1. The reality in the SME sector: between skepticism and buzzword bingo
  2. What (doesn't) work: Three observations from the field
  3. Use case: Automating quotation processes in technical sales
  4. What matters: data, clarity, integration
  5. Conclusion: Small steps, clear goals - and no AI theater

1. the reality in the SME sector: between skepticism and buzzword bingo

The topic of AI has long been on the radar of many decision-makers, but the technical possibilities rarely lead to a concrete use case. Why is that?

  • Because many offers are too generic or too technical
  • Because benefits and costs are not made tangible
  • Because AI projects are often treated like innovation showcases instead of real business solutions.

👉 Tip: The next time you make an AI proposal, ask directly: What specific problem does it solve - and what does the business case look like? This separates show from substance.

2. what (doesn't) work: Three lessons learned from practice

❌ What does not work:

  • "AI implementation projects" without a clear use case
  • Isolated pilots in IT, without involving the specialist departments
  • Tools that promise more than they deliver in everyday life and in existing structures

âś… What works:

  • Specific problems from the operational business (e.g. quotation processes, lead prioritization, after-sales)
  • Existing data + clear process + tangible goal
  • Involvement of the people who are supposed to work with it and no black box AI

👉 Best case: A company tests an AI assistant in just one sales team - with a focus on pre-qualifying leads. The model is quickly improved because real feedback is incorporated. It is scaled up after 6 weeks.

3rd use case: Automating quotation processes in technical sales

A machine manufacturer receives inquiries about standard products with individual requirements on a daily basis. Sales and engineering create quotations manually, often under time pressure, with queries and media disruptions.

The process without the use of AI:

  • Incoming requests (e.g. PDFs, emails) are read automatically
  • The AI recognizes technical parameters, compares with existing orders
  • Suggestions for configuration, price, delivery time are generated
  • The sales department checks and finalizes the offer

The result:

  • Offer time decreases from 3 days to less than 24 hours
  • Standard requests are automated, special cases are handled in a more focused manner
  • Sales gains time for consulting and closing

👉Tip: You don't need a huge tool. A targeted module or a low-code solution that complements existing processes - and really makes use of your data - is often enough.

4 What matters: data, focus, integration

AI is only as good as the setup. That means:

  • Data access: Historical offers, product data, CRM - no benefit without a clean database
  • Clear focus: Not: "We're doing something with AI". But rather: "We want to make XY more efficient"
  • Process integration: AI must fit into everyday life. If employees bypass it, it's a waste of budget

What is often overlooked: It's not about automating as much as possible - it's about automating the right things. The best projects start with a clear question: Where are we currently wasting too much time on recurring tasks with clear rules?

👉 Best case: A sales team defines the three most common types of inquiry - and starts right there. After the test run, the system is refined and expanded. In this way, the solution grows with demand.

5 Conclusion: Small steps, clear goals and concrete use cases

AI can bring real added value, especially in SMEs, where capacities are limited and skilled workers are scarce. But only if you...

  • start with real problems, not visions
  • do the math, not just present it
  • involve your teams, don't overburden them

You don't need an AI strategy. You need an initial project that works.

👉Tip: Take an hour with your sales or service team. Ask: What task is holding us up - even though it is actually standardized?
Your AI project starts there. Not a buzzword, but concrete use cases.

‍

Do you know your ideal customer?

The most valuable customers don't just buy. They stay, recommend your product. And grow with you. Analyze your current ideal customer profile free of charge in 10 minutes.

Further B2B Insights

How B2B companies are shortening their sales cycles and winning more valuable customers faster with the targeted use of AI, a smart ICP strategy and digital touchpoints.
July 4, 2025
Charlotte Altmann

Less wastage, more relevance: Winning the ideal customer with AI

How B2B companies are shortening their sales cycles and winning more valuable customers faster with the targeted use of AI, a smart ICP strategy and digital touchpoints.

Read more
How AI in B2B sales really helps to identify target customers more specifically, prioritize processes and use resources more efficiently.
July 4, 2025
Charlotte Altmann

Systematic growth: how modern sales tactics and AI go together

How AI in B2B sales really helps to identify target customers more specifically, prioritize processes and use resources more efficiently.

Read more
Medium-sized B2B companies are facing the SaaS transformation. Learn how to build a returning revenue model and secure sustainable, recurring revenue.
July 4, 2025
Charlotte Altmann

Scalable sales: the key is recurring sales

Medium-sized B2B companies are facing the SaaS transformation. Learn how to build a returning revenue model and secure sustainable, recurring revenue.

Read more

Strategy is the beginning,
excellent implementation makes the difference.

Sustainable growth is created where business models, processes and market positioning are rethought in a competitive manner. Successful change is achieved when strategic clarity meets operational implementation strength.