Solution Profile:

The AI-Key Account-Pilot

Solution for the data & margin crisis: The AI key account pilot



1. The challenge:

How can you transform your sales management from reactive analysis of past problems to a proactive system that alerts your employees in real time to deviations and untapped sales opportunities before it is too late to take countermeasures?

2. Our solution:

The AI Sales Pilot transforms reactive sales management into a proactive driver of success. The system continuously analyzes live data on incoming orders and sales and compares it with your planned and previous year's figures. Instead of waiting, the AI immediately informs your sales staff about positive and negative deviations and generates intelligent order suggestions so that you can address potential directly and knowledgeably with your customers.

3. How it works:

Our process begins with securely connecting the AI to your central data sources, such as ERP and CRM systems, to ensure a daily updated view of all relevant key figures. On this basis, the AI continuously analyzes the data streams to detect significant deviations from planned values and proactively identify sales opportunities. The system then automatically provides your sales staff with precise, action-oriented notifications and intelligent order suggestions so that they can act immediately.

4. Your results:

Proactive margin protection: Your sales team transforms real-time data into concrete sales opportunities and increases revenue instead of just reacting to past values. Deviations are nipped in the bud and potential is exploited immediately.

Radically reduced analysis effort: Your team spends its valuable time in customer meetings with intelligent order suggestions instead of investing hours in manually evaluating Excel lists and reports.

Full transparency and planning reliability: You recognize deviations from the plan the moment they arise and can manage your key account team based on reliable real-time data instead of having to rely on outdated monthly reports.

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