The situation
Risto Più has 36 sales consultants on the road. Their way of selling is a real strength, but it sat in manuals: once in front of a customer, they had to rely on memory. Part of the prospects had no proper address, assigning them to agents was done by hand, and every out-of-stock product meant writing an email case by case.
What we built
We gave the consultants an assistant on WhatsApp, the app they already use all day. Before a visit it sends a short brief on the customer, during the visit it answers typed or voice questions, and afterwards they just talk through how it went: the visit report and the CRM fill themselves in. Next to that there is a map with every client and prospect, and each agent sees their own area.
Orders arrive in the managers' WhatsApp group with an approve and a reject button; approved orders go into the ERP on their own. Out-of-stock emails are sorted and answered with a suitable replacement, while fresh products, dairy, meat and allergens always go past a person. Everything runs on Risto Più's own server, with backups, monitoring and AI Act compliance.
The result
Today consultants walk in prepared without spending their evening on it, every prospect has its agent, and most out-of-stock emails are already handled before anyone opens the inbox.