The challenge
CIAK's field sales teams manage portfolios of hundreds of customers each, with critical knowledge scattered across the ERP, BI reports, weekly Excel files, and the heads of individual salespeople. Work was reactive: a customer's decline in purchasing, a payment falling overdue, or a competitor moving in would surface weeks late — or not at all. Sales leaders had no systematic way to see where attention was needed across their regions.
The solution
Margins built an AI-powered mobile cockpit for CIAK's field sales force, running on Rivermind. The system continuously analyzes purchasing patterns for every customer and proactively alerts salespeople when something needs attention — a machine-learning model learns each customer's natural buying rhythm and detects breaks in it, replacing rigid fixed thresholds. Before each visit, the salesperson gets an AI-generated customer briefing; after it, a spoken two-minute report is automatically transcribed and structured into actionable records. An AI assistant answers portfolio questions in seconds, and unresolved issues escalate automatically to regional managers. All of it runs in CIAK's own cloud environment - no business data ever leaves it - and replaces the weekly Excel reporting entirely, turning field sales from reactive to signal-driven.
Results
- Continuous purchasing-pattern analysis
- Alerts when a customer needs attention
- Preparation before every visit
- Spoken visit notes into structured reports
- Management visibility across the field
More client outcomes.
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