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Sales Intelligence
Sales Intelligence Layer for a Private Distributor
AI layer that ingests 12 years of sales history to generate pre-call briefs with structured next-action suggestions — deployed in 7 days on top of existing ERP exports.
Context
A 40-person distribution company with 12 years of sales history stored across ERP exports and spreadsheets. Reps prepared manually before every client call.
Constraint
No changes to ERP. No new logins. Tool must work within existing browser-based workflow.
Intervention
AI layer that ingests historical order, pricing, and communication data to generate pre-call briefs with structured next-action suggestions.
Observed Shift
Preparation time dropped. Pricing recall became consistent. Reps reported higher confidence and shorter call durations.
Before
- Manual log search
- 30 minute preparation time
- Inconsistent pricing recall
After
- AI-assisted summary
- 5 minute preparation time
- Structured next-action suggestions
Describe One Bottleneck.
We will respond with what can be delivered in 7 days.