Brand advocates from the CRM you already have.

The client

The client is a medical equipment company selling to dentists and surgeons in several countries, with thousands of contacts in its CRM.

The challenge

The company wanted to build an advocate programme: professionals who use its products and have influence in their field. The information existed, in the CRM and on social networks, but going through every contact by hand wasn't possible.

What we built

• 1. IdentificationThe engine pulls contacts from the CRM and finds each one's social profiles, without mixing them up with other people of the same name.
• 2. ResearchIt checks what each person publishes, how much engagement they get, and whether they teach, lecture or lead in their field.
• 3. ScoringEvery contact gets a score from a model we defined together with the company, and is sorted into tiers.
• 4. A human decisionThe programme manager gets a ranked list and decides. Uncertain cases go to her for review instead of entering the list on their own.

The result

Instead of searching contact after contact, the programme manager works from a short list of ranked candidates, with the reason each one is there.

Why it worked

We didn't build a new system. The engine sits on the CRM the company already uses, and the decision stays with a person.

Related

• Autonomous agentsAn AI agent doesn't just answer questions. It carries out a task end to end: it reads, decides by rules we define together, acts in your systems and reports back. In a project Shahar Peer led before founding Pele, at a medical equipment company, one agent built into the existing lead process lifted lead conversion by 56%.
• Analytics and reportingReports arrive from every market in a different format and at a different pace, and by the time the picture comes together the decision has passed. We connect the data from the ERP, the CRM and the markets into one view, with a layer that explains what changed and why.