Solution · B2B Sales
B2B sales: from WhatsApp to the answer your ERP backs up
Mets handle the enquiry, qualify the opportunity and check stock, price, receivables and credit before quoting. Sales stops chasing information across WhatsApp, CRM and ERP.
What does an AI agent for B2B sales do?
Meteor connects the WhatsApp conversation to the CRM and to the data a B2B sale needs to move forward. A Met identifies the customer, checks available stock, the applicable price, receivables and credit limit in SIESA, qualifies the opportunity and hands the next step to the sales rep. When your commercial operation runs on Alegra, it can also create a quote with a PDF. SIESA is read only: Meteor does not create orders, register payments or change ERP documents.
Does your team sell, but lose time chasing data?
These are the bottlenecks costing your b2b sales operation the most sales and time.
The conversation, CRM and ERP working as one sale
Mets handle the enquiry, qualify the opportunity and check stock, price, receivables and credit before quoting. Sales stops chasing information across WhatsApp, CRM and ERP.
Before and after
From the same old bottlenecks to a real advantage
The customer asks whether they can buy and the rep opens the ERP, email and several sheets before answering.
The Met checks the data that decides the sale and returns the available stock, price, receivables and credit that your ERP exposes.
The lead arrives through WhatsApp, but their need and next step never get organized.
The contact and context stay in CRM, with qualification, owner and a handoff when a human decision is needed.
The quote waits because someone has to assemble products, price and customer details.
With Alegra, the Met checks those details and creates the quote with its PDF inside the conversation.
Marketing creates demand in one tool and sales handles it without knowing where it came from.
The Social Media Met publishes or prepares ads with approval, and the lead enters the same conversation and CRM flow.
The solution
How Meteor automates your b2b sales operation
The commercial answer with the right data
Before committing to a sale, the Met checks real availability, price by list, receivables and credit in the connected source. It does not answer from an old spreadsheet or an invented figure.
The lead qualified and visible to sales
It identifies the contact, records what they need in CRM, orders the next step and hands the conversation over with context so the rep decides instead of repeating questions.
A formal quote when Alegra runs the operation
It finds products, confirms price and stock by warehouse, identifies or creates the customer and generates a quote with its PDF from the same conversation.
Receivables and collection with the detail in hand
The Met can check due dates and invoices so the team contacts the customer with the right document and status, not an unexplained balance.
Order status without chasing operations
It checks whether an order is pending, shipped, invoiced or short and makes clear when a person needs to step in.
Marketing that leads into the same sales process
The Social Media Met can create assets, publish to Facebook and Instagram and prepare Meta or Google ads. Your team approves before publishing or spending; the lead lands in the same CRM and sales flow.
Integrations
The systems your b2b sales operation already runs
Sales, receivables and the answer to a commercial enquiry should not live in three different tabs. Mets work on connected systems and return the next step to the team.
SIESA
20 toolsIt checks live data that unlocks a B2B sale: real availability, price by list, receivables, credit limit, order status, warehouses and shipping branches. The connector is read only: it creates no orders and registers no payments.
See the SIESA spec sheetAlegra
18 toolsWhen Alegra runs your commercial operation, it finds products, prices and stock, identifies the customer and creates the PDF quote. Fiscal actions need explicit approval and it does not issue or void electronic invoices on its own.
See the Alegra spec sheetMeteor CRM
24 toolsThe lead and commercial details stay as contact, stage, tags and internal notes; the team receives the conversation with context and a defined next step.
See the Meteor CRM spec sheetFacebook and Instagram
7 toolsThe Social Media Met creates and publishes content to Facebook and Instagram from the same workspace where sales receives conversations.
See the Facebook and Instagram spec sheetMeta Ads
12 toolsIt prepares Meta campaigns, including those that open a WhatsApp conversation, and leaves them paused for review. Nothing publishes or spends without your team’s approval.
See the Meta Ads spec sheetGoogle Ads
11 toolsIt prepares Google Search campaigns with ads, keywords and budget for review; your team decides when to activate them and spend.
See the Google Ads spec sheetEach spec sheet lists the tools the connector really exposes, the credential you need and what it does NOT do. They are published in Spanish. See the full catalog .
The limits
What Meteor does NOT do in b2b sales
We would rather say it here than have you find out during implementation.
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SIESA is read only: it creates no orders, registers no payments and changes no accounting documents. The connection depends on the queries the installation exposes and on the ERP being available.
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If SIESA runs on a local network, the customer’s IT team must first resolve network access and service credentials.
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Alegra can create quotes; any fiscal action needs explicit approval. Meteor does not issue or void electronic invoices on its own and does not replace an accountant.
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There is no preconfigured bridge from SIESA to Alegra. If both take part in one operation, its Flow and permissions are configured for that case before automation is promised.
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Data that is not current in the ERP, or which the connection does not expose, cannot become a reliable answer in the chat.
The right team
The Mets that work best in b2b sales
Combine these Mets to cover the full cycle of your operation.
Lead qualification
Filters and scores every prospect automatically so your team only talks to the ones ready to buy.
View Met Close in the chatClosing sales
Walks the customer to the purchase: handles objections, recommends products and closes the sale inside the chat.
View Met ERP and availabilitySiesto
Answers “can I sell this?” with the real figure from the ERP: stock per warehouse, that customer’s price list, their receivables and their credit limit. It never approximates.
View MetFAQ
Questions about Meteor in b2b sales
No. The SIESA connector is read only by design: it checks the data that unlocks the sale, including stock, price, receivables, credit and order status, but creates no orders, registers no payments and touches no accounting documents. Recording stays in your approved process.
With SIESA it can cross real availability, the applicable price list, the customer’s receivables and credit limit. The answer depends on the queries the installation exposes and on the ERP being available at that moment.
There is no preconfigured bridge between them. SIESA is for reading data and Alegra can operate quotes and other steps within its own scope. When an operation needs both, the Flow, credentials and permissions are designed before it is automated.
Yes. The Social Media Met generates assets, publishes to Facebook and Instagram and prepares Meta or Google campaigns. A human approves before publishing or spending; then sales receives the lead and its CRM context to continue the process.
Other industries
Meteor also fits…
Ready to automate your business?
Book a live demo and watch the Mets of Meteor working on your own operation.