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They asked for agents
An industrial holding group asked for AI agents to find prospects and hand its sales reps ready leads.
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A lender-backed transformation in temperature-controlled logistics
A temperature-controlled third-party logistics company in a lender-backed transformation, with much of its operation still run on paper. We ran the technology and commercial workstreams, reporting to the interim CEO, through the sale of the company.
At a glance
What we did, and what it meant
- Situation
- A temperature-controlled third-party logistics company in a lender-backed transformation, with much of its operation still run on paper.
- Mandate
- Run the technology and commercial workstreams in the transformation.
- Our role
- Technology and commercial workstreams, reporting to the interim CEO.
- What we did
- Rebuilt a paper-run operation on Salesforce, as the system of record.Phase II
- Optimized the delivery network with custom models.Operational lane
- Ran the operating cadence through the sale of the company.Phase V
- Outcome
- The paper-run operation moved onto one system of record, and the operating cadence ran until the sale.
- What it meant for the owner and lender
- The transformation ended in a sale of the company.
More work
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A system of record for a pharmaceutical outsourcing facility
A pharmaceutical outsourcing facility moving its commercial work onto one system.
Next step
Bring us a situation
If you back a company like this one, or lend to one, a principal replies within one business day and holds a first call.