In the fast-moving world of customer relationship management, our client struggled with a CRM system that lacked the visibility needed for efficient operations. Limited insights into daily activities made it difficult to attract new business, while account executives were burdened with time-consuming, manual pricing processes—often relying on guesswork to determine optimal rates. These inefficiencies not only slowed decision-making but also left no bandwidth for internal process improvements, resulting in missed opportunities and reduced growth potential.

Solution

Bear Cognition's innovative pricing optimization tool represents a significant leap in efficiency for our customer. Designed to ingest invoice data in both PDF and CSV formats, this tool rigorously analyzes each shipment, automatically generating pricing recommendations. This automation liberates account executives from the manual grind, allowing them to focus on strategic aspects of their role. While the tool offers autonomy in pricing, it also provides flexibility, enabling executives to manually adjust margins for specific shipment types as needed. The result is a perfect blend of automated efficiency and customizable control, tailored to the unique demands of modern CRM environments.