The Challenge
Sales teams were losing hours every day to manual work: searching government platforms (SaferWeb), copying data, and miscalculating time zones. Processing a single lead took up to 5 minutes. Slow reaction times meant losing contracts to faster competitors.
Our Solution
We replaced manual data entry entirely with automated extraction (Puppeteer). The agent enters only the MC or USDOT number — the system instantly fetches the company's address, fleet size, and contacts from the government database. Calls and SMS messages are initiated with a single click directly from the CRM (RingCentral). A timezone-aware calendar prevents calls at inappropriate hours. Email templates include an auto-generated savings calculator built on the extracted data, proving the offer's value with real numbers.
In numbers
lead processing, down from 5 minutes
of team time goes to closing
click for calls and SMS
Before / After
| Before | After |
|---|---|
| Minutes lost searching government registries | One MC or USDOT number brings the whole company profile |
| Data copied and retyped with errors | Contact and fleet data extracted automatically |
| Calls at the wrong hour, deals gone | A timezone-aware calendar protects every conversation |
| Offers written by hand | Email templates with an auto-built savings calculator |
How we built it
Understanding the sales floor
We sat with the agents and counted every minute spent on admin work instead of selling.
Extraction before input
Manual entry was replaced with automated pulls from the government database.
Communication inside the CRM
Calls, SMS and emails collapsed into a single click each.
Proof with real numbers
Every offer now carries a savings calculation generated from the extracted data.