A 56% lift in lead conversion at a medical equipment company.

The results in numbers

• 56%lift in lead conversion, across both channels combined
• Tens of percentmore opportunities, and more accurate ones, for the company's distributors
• KPI targets metin the direct-to-customer business, at every defined stage

The client

A medical equipment company with two engines. The first is a large, established B2B business run through a distributor network. The second is a direct-to-customer (D2C) channel in its early days.

The challenge

The company was looking for a sales and digital strategy to take it to the next stage, in both channels at once. Not another tool, but a plan connecting what already worked with the distributors to a new channel still finding its way.

What was done

• 1. Research and understandingHow the business actually runs, who depends on whom inside the organisation, and where the process gets stuck.
• 2. A long-term strategyOne picture for both channels, with a clear direction forward.
• 3. Breaking it into stagesEach stage with a role, a goal and a KPI it is measured against, so every stage proves itself before the next one starts.
• 4. ImplementationOne AI agent built into the existing lead process, inside the tools the team already used.

The results

In the lead process, across both channels combined, conversion rose by 56%. In the direct business, the metrics set for each stage were met.

With the distributors, both the number of opportunities and their accuracy grew by tens of percent, value the company's distributors feel directly.

What's next

The process continues. Every stage that proves itself buys the next one, and performance keeps improving in both channels.

Why it worked

Because it didn't start from the tool. It started from understanding how the company works, built a strategy, and only then broke it into small stages, each with one clear metric. That way every success is measured, not just felt.

It's also how we work at Pele: one process, one metric, and only then expansion.

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%.
• Organisational enablementMost AI projects don't fail because of the technology. They fail because nobody owns the process, the data isn't ready and nobody was trained to carry on. Organisational enablement is the work that makes it hold after we leave.
• Process automationOrder entry, CRM updates, quotes and reports that someone copies by hand. We take one process that costs you hours every week and rebuild it inside the systems you already run.