Service
Automate the process, not another screen.
Order 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.
The process runs in your systems, not next to them.
Good automation doesn't add another tool for the team to open. It connects to the ERP, the CRM, the order system and the inbox through their APIs, and does the repetitive part: reading, classifying, updating and passing work on. Whatever needs judgment stays with people, with everything they need already in front of them.
Processes that tend to fit:
- Orders that arrive by email, PDF or spreadsheet, entered into the ERP
- Quotes prepared from the price list, the customer's history and terms
- CRM updates after calls and meetings, without manual typing
- Market reports that arrive in different formats, merged into one
- Collections follow-up and reminders based on account status
Volume, repetition and a number.
The first process has to pay back quickly and be measurable. Usually it happens tens or hundreds of times a month, follows fairly clear rules, and you can say what it costs today in time or money.
- VolumeEnough cases that a small saving on each adds up.
- RepetitionMost cases look alike, and the exceptions are known.
- A measurable baselineHandling time, error rate or cost per unit, measured before we start.
And if the diagnosis doesn't turn up a process like that, we say so and stop there.
Five steps, and each one earns the next.
- Diagnose
We go inside one department and pick the process that pays for itself fastest. And when there isn't one, we say so.
- Data, permissions & integration
We map what data exists across the ERP, the CRM and whatever comes back from the markets, at what quality, and who is allowed to reach it. That decides whether this is an eight-week build or an eight-month one, and we tell you before we start.
- Implement
We build the solution into the existing systems and run it with the real team, on the volume they handle every day.
- Prove
One metric, agreed before we start, measured against the day-one baseline.
- Expand, embed & monitor
Only once the number is in. The next process, with training and internal ownership.
- Permissions mapped before implementation
- No training on your data, and that is in writing
- Identifying information masked before anything reaches a model
- Data residency to your requirement, including GDPR
- A full log of what was sent, what came back and who approved it
Related
- 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.
- 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%.
- A 56% lift in lead conversion at a medical equipment company.Case study. A company with a large distributor business and an early direct-to-customer channel, which wanted to reach the next stage without breaking what already worked. A project Shahar Peer led before founding Pele.
- Don't hammer a nail with a broom.Code is no longer the obstacle, and neither is implementation. What decides the outcome now is knowing which tool fits which job.
- The project isn't the AI.What happened at Cox, and why 75% of the work went where nobody budgets.
Tell us the process that costs you the most hours.
Twenty minutes with both of us. You'll leave knowing whether AI belongs in that process, including when the answer is no.