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SaaSAI Workflow

FreightWise

7-day prep → minutes

The problem

Pre-trade-show prep required manually researching every attendee, cross-referencing them against Salesforce CRM accounts, and building outreach lists by hand. The process took up to a week, relied on an expensive external vendor, and produced lists with no institutional customer context baked in.

What we built

  • Ingests the trade show attendee list.
  • Cross-references each attendee against Salesforce CRM data.
  • Generates prioritized sales intelligence per attendee — account history, relationship context, and suggested talking points.

Results

  • Eliminated the 7-day turnaround.
  • Removed 100% of the external vendor cost.
  • The process now runs in minutes, with more consistent and relevant output than the manual version.

Want results like these?

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