How Hörmann’s AI Visit Report Assistant Is Transforming Sales Efficiency and Customer Experience

Hörmann's AI-Powered Visit Report Assistant: Boosting Sales Efficiency

Hörmann, a leading supplier of doors and building products, tackled a common sales challenge: time-consuming and delayed customer visit reports. Their new AI-powered visit report assistant delivers instant, concise summaries right after each meeting, cutting documentation time by 83% and sharpening customer focus.

The Problem with Traditional Visit Reporting

Sales reps often visited multiple clients daily but waited until the week's end to write reports. This delay meant details were forgotten and reports were incomplete. The process was frustrating and slowed down customer follow-up, impacting Hörmann’s commitment to excellent customer service.

Why Quick Reporting Matters

The German construction sector faced pressures from rising costs, stricter regulations, and labor shortages. In this environment, maintaining strong customer relationships is critical. Hörmann recognized that having a tool to capture visit details immediately after meetings would keep their sales force agile and customer-centric.

How Hörmann Built the Solution

Since 2018, Hörmann has used SAP Customer Experience solutions. However, early mobile apps only offered basic speech-to-text for visit reports. Leveraging SAP’s Business Technology Platform (BTP), Hörmann developed an AI visit report assistant. This tool lets sales reps dictate meeting details on the go, capturing all relevant information with minimal effort.

The assistant uses AI Whisper for accurate transcription and a Large Language Model (LLM) to polish spelling and terminology. Reports are generated in real time, standardized, and easy to understand. This means sales reps can quickly share accurate summaries with customers, ensuring everyone stays on the same page.

Benefits for Sales Teams and Customers

• Documentation time dropped from 30 minutes to 5 minutes per visit report.
• Sales reps saved over 5,220 hours previously spent on report writing.
• Improved employee satisfaction due to a less tedious reporting process.
• Faster, more accurate sharing of customer visit information.

By eliminating manual copy-and-paste tasks, reps now focus more on customer interactions that add value. Having up-to-date visit summaries at their fingertips also helps sales teams prepare better for follow-ups and decision-making.

Setting a New Standard in Sales Reporting

Hörmann’s visit report assistant won the 2025 SAP Innovation Award in the “AI Excellence” category, recognizing its impact on customer experience and internal efficiency. This solution serves as a practical example of how AI can streamline sales processes and improve results.

For sales professionals looking to stay ahead, exploring AI tools that simplify daily tasks is a smart move. If you want to learn more about AI applications in sales, check out Complete AI Training’s courses for sales roles.