Case · B2B sales
Less searching, more selling.
Automatic enrichment of financial data and company context straight into the CRM before the first call.
Model case: we assume the company looks like this and show how much it would yield.
- Model case
- Raynet
- ARES
- OpenAI
Starting point
Manual research on leads
Salespeople spend their time on Justice.cz and LinkedIn instead of calling. The data in the CRM is incomplete.
- Before
Manual searching
MANUAL PROCESS
- After
The CRM fills itself in
ENRICHMENT
What we would build
How it works
Creating the lead, analysing their website, pulling out the data and updating Raynet.
- 01
Trigger
New lead (Raynet)
- 02
Analysis
Make + OpenAI
- 03
Search
Google / Justice
- 04
Update
CRM enrichment
- Raynet · Customer records (CRM)
- Make · Connecting the steps
- OpenAI · Website analysis
- Apify · Pulling data from websites
Rollout steps
How the rollout would go.
- 01
DAY 01: MAPPING
Connecting the systems
Linking the ARES register and Raynet through their interfaces (API).
- 02
DAY 02: BRIEF FOR AI
Website analysis
Setting up the brief so the AI summarises websites and pulls out the important information.
openai.chat.completions.create(...)
- 03
DAY 03: GO LIVE
Live operation
Launch for the sales team, notifications in Slack.
Model assumptions
Where the result comes from.
We take a typical company from the sector and the situation from the brief, add labelled assumptions and calculate the result. If the inputs change, so does the result, so you can recalculate it for your own company.
Model company
A model B2B company whose salespeople manually look up a prospect on Justice.cz and LinkedIn before the first call.
Inputs
- Manual lookup per prospect (assumption)
- 20 min
- New prospects per week (assumption)
- 40
- Labor rate (assumption)
- 24 EUR / h
Calculation step by step
- 01
Lookup time per week
40 × 20 min= 800 min
- 02
Cost of that time per week
800 min ÷ 60 × 24 EUR= 320 EUR
- 03
Cost of that time per year
320 EUR × 52= 16,640 EUR
This is a gross saving of time and money. We include the cost of rollout and running only where it is visible in the calculation.
Model results
What would change after rollout.
- Model case
−13.3 h/week
40 prospects × 20 min of manual lookup
Time
- Model case
320 EUR/week
800 min ÷ 60 × 24 EUR
Cost of time
Your numbers belong in the model, not ours. The calculator shows where to start, and we work out the real values on your data.
Start here
15 minutes is enough for you to know whether it makes sense.
You tell us what is bothering you. We tell you whether we can help, roughly what it costs and where I would start in your place. No presentation.
- jakub@transformuj.ai
- Phone
- +420 773 070 090
- Address
- Legerova 1820/39, Praha 2