Case Study: Shipping & Logistics Enterprise

In the competitive world of shipping and logistics, identifying and qualifying the right sales leads can make or break revenue targets. For one global logistics enterprise, the traditional approach to lead research was consuming hundreds of hours of valuable selling time. This case study reveals how they transformed their sales process using Stack AI, achieving remarkable efficiency gains and revenue growth.

The Challenge

The company's sales team faced a critical bottleneck in their lead generation process. While they had access to extensive databases of potential customers worldwide, filtering by standard criteria like geography, industry codes, and company size only scratched the surface of what they needed to know.

The real challenge lay in answering nuanced questions that traditional databases couldn't handle:

• Does this company have production facilities in specific countries?

• Are they using road or sea transport for their logistics needs?

• Do they manufacture in-house or rely on outsourcing?

• For industry-specific targets, like wine importers, how could they separate genuine prospects from general distributors?

Previously, sales representatives would spend hours manually researching each lead through various sources. This inconsistent, time-consuming process meant valuable selling time was lost to administrative tasks, and many promising leads went unpursued.

The Solution

Stack AI provided the perfect platform to automate and standardize this complex research process. Using Stack AI's intuitive drag-and-drop interface, the company built sophisticated AI agents without requiring any coding expertise.

The Lead Research System

The team created an AI-powered lead qualification pipeline that works as follows:

1. Data Input: Company names and locations are fed into the system through batch uploads or API integration

2. Intelligent Research: The AI agent leverages multiple sources including:

   • Perplexity for comprehensive web searches

   • Google for current information

   • LinkedIn for business insights

   • Industry-specific databases

3. Custom Questioning: The system answers specific, industry-relevant questions that vary based on current business focus

4. Lead Scoring: Each potential customer receives an AI-generated score indicating how well they match the company's service offerings

Additional AI Applications

Beyond lead generation, the company deployed Stack AI across multiple departments:

• Multilingual Communication: An AI agent that transcribes and translates voice recordings, enabling dock workers worldwide to communicate across language barriers

• IT Support Automation: A chat assistant powered by GPT-4o and integrated with Azure blob storage, providing instant answers from support documentation

The Results

The implementation of Stack AI delivered transformative results across the organization:

Sales Performance

• $2.6 million in pipeline closed through improved lead qualification

• Dramatically reduced time spent on lead research

• Sales representatives now focus exclusively on pre-qualified, high-potential prospects

Operational Efficiency

• 80,000 hours of content translated, breaking down language barriers

• IT support wait times reduced to just 11 seconds

• Hundreds of hours saved across departments

Strategic Advantages

The most significant benefit has been the platform's flexibility. As market conditions change or new opportunities arise, the team can quickly create new AI agent variations to address specific needs. This agility has transformed Stack AI from a departmental tool into an organization-wide strategic asset