Brightline Logistics wanted its sellers to spend more time with customers and less time on admin.
The Challenge
Reps spent nearly half of their week researching prospects and updating the CRM by hand.
Our Solution
- Built a research agent that summarizes accounts from public and CRM data.
- Automated meeting notes and CRM updates.
- Drafted personalized follow-ups for review.
- Trained the team with short, hands-on workshops.
The Results
Sellers gained 11 hours a week, pipeline grew by 27% in two quarters, and CRM data quality improved across the team.
