PFC - The Automated Sales Machine
PFC
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.
Results
- Lead processing reduced from 5 minutes to under 1 second
- Calls and SMS initiated with a single click from CRM
- Team focused 100% on closing deals, not admin work