Summitt Energy

AI Sales Mapping Software + Digital Overhaul

About the Project

Summitt Energy's Direct Sales team, Canadian Dragon Direct Sales, approached us with a challenge. Their existing salesman routing system was outdated and inefficient, causing significant operational bottlenecks, escalating costs, wasted time, and ultimately, missed opportunities. They needed a robust, automated solution to streamline their processes, enhance efficiency, and reduce expenses.

Our Solution

We implemented an advanced AI-driven algorithm that automated the assignment of sales routes. This system dynamically optimized routes based on real-time data, ensuring that each salesman was assigned the most efficient and productive paths. Integrated seamlessly with their current workflow and norms, Summitt Energy employees required little to no training in order to take advantage of the revolutionized system.

Results

  • Cost Reduction: $300,000 annually
  • Task Efficiency: 97% decrease in the time required to generate high quality client maps and lists, going from 10 hours to 10 minutes
  • Smarter Routes, Better Results: Route maps were completely overhauled and are now digital and interactive instead of on paper, providing real-time data and insights. Route optimization ensured salespeople weren't wasting time backtracking or crisscrossing territories.
  • Date

    March 2024

  • Location
  • New York, NY
  • Toronto, ON