How a Manufacturer Reclaimed 351,000 Hours a Year
Field Sales Managers spent 40 minutes before every customer visit digging through systems for basic account info. Meetings were reactive. Cross-sell opportunities were missed.
[Redacted | Global Enterprise]
351,000/yr
Hours Reclaimed
£10.1M
Cost Saved
Tech Stack
Before & After
Meeting Prep Time
Sales Performance
The Gap
Their field sales team was spending 40 minutes before every customer visit digging through Salesforce for basic account info. Order history in one system. Contact details in another. Pricing agreements buried in email threads.
The data existed. It was scattered across regional offices and legacy ERPs. Preparation was inconsistent. Reps walked into meetings reactive instead of strategic. For a company with 4,500 account managers across dozens of markets, the cost wasn’t just the lost hours. It was 4,500 reps having worse conversations every single day.
This kind of waste doesn’t show up on any report. It’s baked into how the business has always operated, which is exactly why it had persisted for years without being fixed.
The Build
Their data was sensitive. Proprietary manufacturing specs, customer pricing, competitive intel. Third-party tools were off the table. We built the solution inside their existing Azure OpenAI environment, working directly with their IT and Security teams.
We stayed within GDPR and their internal data policies. Every byte remained inside the corporate firewall. The system integrated directly with Salesforce, not as a bolt-on, but as a secure extension of what they already had. It scanned across their fragmented data silos and surfaced 3 prioritised talking points for each meeting. A 40-minute manual search became a 6-minute briefing.
Change management was handled through rollout design, not training programmes. We built the tool to surface in the workflow reps already used, inside Salesforce, before a visit, rather than requiring them to adopt a new application. Onboarding took under 15 minutes per rep. The adoption rate reflected that: a 90th percentile NPS for an enterprise AI tool is nearly unheard of.
The Result
We ran a controlled A/B pilot. AI-equipped teams vs. teams using the old manual process.
Revenue: The AI group saw a 43% improvement in sales compared to control.
Annual Impact: The project was projected to drive a 4.5% increase in total annual revenue by making cross-selling systematic instead of accidental.
Time Saved: £10.1M annually in reclaimed management time across 4,500 onboarded account managers. That’s the equivalent of hundreds of full-time employees freed from admin.
Adoption: Despite strict security guardrails and GDPR compliance, the tool hit a 90th percentile NPS from the sales force. Secure doesn’t have to mean painful.
Scalability: The architecture extends across all markets without rebuilding. New regions can be onboarded in weeks. The same system handles multiple languages and regional CRM variants without structural changes, making the initial build a platform rather than a one-off project.
The Bottom Line
We built inside their existing infrastructure. No third-party tools, no data leaving the firewall. A fragmented Salesforce environment became a system that actually helped reps sell, without asking a single person to learn a new tool.
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