Revenue Optimization System for a Leading 3PL Firm
Client Challenge
Our client, a leading 3PL firm, was hindered by a highly inefficient and time-consuming sales process. Sales personnel manually processed large volumes of invoices (ranging from 100 to over 40,000), taking up to 9 hours per rep to complete pricing tasks. Using basic tools like Excel and separate corporate technology, they often resorted to the lowest price option just to expedite deals. This process concluded with manual sales proposal creation in PowerPoint, causing delays and missed opportunities.
Solution
Bear Cognition revolutionized the client’s sales operations with a cutting-edge Revenue Optimization System (ROS) that streamlined pricing strategies and enhanced profitability. Our predictive pricing logic dynamically evaluated per-invoice and blanket pricing policies, ensuring optimal rates that balanced competitiveness with margin maximization. Leveraging Intelligent Document Processing (IDP) with 97% OCR accuracy, the system automatically extracted and processed data from PDFs and CSVs, eliminating manual entry and reducing errors. To accelerate the sales cycle, we implemented Automated Proposal Generation, enabling instant, interactive proposals once pricing was finalized—drastically reducing turnaround time and improving operational efficiency. This intelligent, data-driven solution enabled the client to price smarter, sell faster, and increase profitability with minimal manual effort.
Results
Bear Cognition’s Revenue Optimization System (ROS) delivered transformative results, significantly reducing manual workload and boosting profitability. By automating pricing evaluations and proposal generation, the system slashed processing time from 9 hours to just 20 minutes per prospect, saving each sales rep an average of 429 hours annually—time that could now be spent closing deals instead of handling data entry. Optimized pricing strategies led to a 31% increase in margins on new client deals, turning pricing into a profit-driving advantage. The seamless automation empowered sales teams to focus on high-value, revenue-generating activities, eliminating friction and increasing efficiency across the board. With scalable, AI-powered automation, the system easily integrated across multiple franchise locations, ensuring long-term adaptability and continued success.
Increased Profitability: The Predictive Pricing Logic ensures that every pricing decision is optimized for maximum revenue while maintaining competitiveness.
Efficiency & Accuracy: With 97% OCR accuracy, Intelligent Document Processing eliminates manual data entry, reducing errors and improving operational speed.
Faster Sales Cycles: Automated Proposal Generation significantly reduces turnaround time, allowing the client to close deals quicker with interactive, ready-to-send proposals