AnonymizedFilm · 4 min
They asked for agents
An industrial holding group asked for AI agents to find prospects and hand its sales reps ready leads.
Anonymized
A system of record for a pharmaceutical outsourcing facility
A pharmaceutical outsourcing facility moving its commercial work onto one system. We led the Salesforce implementation, the quoting system built on top of it, and the process changes, with a developer and admin team.
At a glance
What we did, and what it meant
- Situation
- A pharmaceutical outsourcing facility moving its commercial work onto one system.
- Mandate
- Implement Salesforce, build quoting on top of it, and modernize how the commercial team works.
- Our role
- Led the Salesforce implementation, the quoting system, and the process changes, with a developer and admin team.
- What we did
- Implemented Salesforce as the system of record for the commercial team.Phase II
- Built a quoting system on top of it.Software and agents
- Redesigned the commercial processes around the new system.Phases I and II
- Outcome
- Sales and quoting moved into one system.
- What it meant for the owner
- The commercial team works from one record of each customer and each quote.
More work
Other engagements
AnonymizedFilm · 11 min
The economics of the stockout
A specialty retailer carrying thousands of items, each planned with one forecast number per month, typed into a workbook.
Anonymized
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.
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.