Real-time KPI dashboard, algorithm-based prospect scoring, interactive map, quotes in 30 seconds. From prospect to payment, frictionless.
Between 2022 and 2024, B2B conversion rates declined by 15 to 20 percent. This decline reflects a reality: sales reps spend more time manually qualifying and less time selling. According to 2024 benchmarks, average B2B new business conversion remains at 15–25 percent, but skill gaps are enormous.
The real opportunity: High-intent leads (demo requests) convert at 75–80 percent. Low-intent leads convert at 5–10 percent. No company optimizes this priority ratio with precision.
Sales Intelligence solves this with a single key metric: prospect scoring. Each lead receives a 0–100 score based on real potential, not intuition. Your team focuses on the 20 percent generating 80 percent of revenue.
Your ERP contains raw data. Sales Intelligence transforms it into actionable intelligence. Three data sources cross-referenced automatically:
Frequency, volume, categories, growth/decline trend. The system recognizes patterns: "this customer always buys the same week of the month" or "their volume grows 15 percent every January."
Equipment in service, brands, years, predictive maintenance. Lets you suggest compatible parts the customer will need to order in 2–3 months (before they even know).
Compatible products, estimated opportunity size, optimal timing calculated. Example: "this customer hasn't bought replacement parts in 8 months → predictive maintenance suggests intervention due."
Daily result: Every morning, your rep sees the 10 priority prospects with 0–100 scores, the reason for the ranking, and the optimal message to send. Zero time manually qualifying. Zero guesswork—everything calculated. Sales decisions become reproducible and scalable: what works for one rep automatically replicates across the entire team.
Situation before: A sales director overseeing 12 reps, saturated pipeline, 200+ stalled leads. The rep spent 3 hours per week sorting "promising" from "neglect." Conversion rate: 14 percent.
After 3 months with Sales Intelligence:
This example is generic. Results vary based on pipeline size, sales cycle length, and initial ERP data quality.
Here are examples of available components. Each solution is modular and adapts to your specific needs.
Centralized dashboard with 6 live KPIs, conversion pipeline with automatic escalation across four levels, and team leaderboard with podium rankings. Your sales director manages the sales force without requesting a single report. Monthly targets with Bronze, Silver, Gold progression.
Automatic cross-reference of three data sources: customer purchase history, compatibility with their installed fleet, and cross-sell potential by category. Each opportunity receives a 0–100 score and revenue potential calculated in euros.
Your geocoded customers on an interactive map color-coded by sales rep. The optimizer calculates the ideal route considering distances and each customer's potential. Save and reuse your route plans.
A sales rep dictates or types a request. The agent parses the text, fuzzy-matches the customer and product references in your ERP, generates a PDF quote, and sends it via email or WhatsApp. Zero re-entry, zero delays.
Each customer accesses their personalized portal: asset fleet with part compatibility, equipment-filtered catalog, order and invoice history. They place orders directly in your ERP without calling sales.
Recommendation engine based on machine compatibility, purchase history, and ongoing promotions. Recommendations are calculated automatically and stay relevant. Average cart size grows naturally.
Automated daily email with previous day's revenue, margin, month-to-date cumulative versus target, and pending quotes list. Color-coded: green if margin exceeds 25%, orange between 15–25%, red below. Readable in 10 seconds on mobile.
Contact management enriched by behavioral analysis. The system predicts each client's needs and recommends the next best action. Complete interaction history, opportunity alerts, automated briefing before every call.
Visual pipeline of every sales opportunity, from first contact to signature. Automatic identification of bottlenecks, revenue forecasting, closing probability per deal. Sales teams know exactly where to focus their effort.
Intelligent follow-up sequences triggered automatically after each interaction. The system chooses the optimal timing, customer's preferred channel, and adapts the message to context. Forgotten deals become opportunities again.
Yes. Scoring produces best results with 50–100 active leads. Even with 30 leads, you gain immediate clarity. The "automated follow-ups" component works below that too: zero forgotten lead.
No. Scoring is an internal tool. Your rep sees the score, but the customer sees personalized, relevant, well-timed communication—that's all.
No, but you need the basics: customer, order dates, amounts, products. We clean raw data with fuzzy matching and deduplication. "Sales-ready" data emerges automatically.
Yes, if your catalog is in the ERP. The rep dictates (text or voice), the agent parses with fuzzy matching on product references, assembles the quote, and sends it. For a 500+ product catalog, that's 80% automation.
Three levers: (1) recommendations based on customer's equipment fleet, (2) predictive maintenance alerts (customer needs part replacement in 30 days), (3) upsell from purchase history. It's calculated automatically; your rep proposes, doesn't search.
Scoring works even at 60 percent completeness. We calculate on what you have. The more you use it, the more data fills in naturally (reps complete missing fields to improve recommendations). By month three, you typically have 90 percent completeness.
Technical questions or specific use cases: contact us via WhatsApp or contact form. We audit your pipeline in 30 minutes.