A premium consumer brand's B2B sales team gets an AI assistant that captures everything and forgets nothing

Challenge

• The company had failed an ERP CRM rollout previously. The sales team would not adopt anything that felt like more admin.
• Follow-ups fell through the cracks. Five reps covering the entire world. Things missed by days, not hours.
• Sales pricing happened without seeing data costs or historical context.
• No way to detect when a B2B customer's order pattern changed by more than a normal amount.

Approach

• Auto-capture from Outlook and the ERP. No new input fields. The system records what already happens.
• Odoo CRM replaces the legacy CRM for B2B. Bidirectional sync keeps confirmed orders flowing back.
• Claude on Bedrock drafts contextual follow-ups. The rep reviews and sends.
• Escalation rules ping until a logged action dismisses them. The VP gets a daily accountability digest.
• Reorder model learns each account's cadence and alerts when orders drift by more than 10%.

What shipped

• AWS foundation, VPC, RDS, EC2 app server, Kestra automation engine, Redis queue for ERP API concurrency.
• ERP data pipeline, orders, customers, items, GL syncing into a warehouse with raw, staging, warehouse, and reporting schemas.
• Odoo CRM with full B2B pipeline, territory assignment, Outlook sync via Microsoft Graph, and hot customer alerts.
• Sales follow-up automation with escalation logic and Claude-drafted email sequences.
• Claude conversational BI on the warehouse with role-based access.
• Distributor discovery with contact-enrichment and fit scoring.
• Reorder model with customer health dashboard.

Outcomes

• Sales team using Odoo daily inside Sprint 3.
• Bulk natural language queries on the warehouse from Sprint 4.
• New prospect leads flowing into the CRM with daily digests from Sprint 5.
• Proactive reorder alerts live for every active B2B account by Sprint 6.

Stack

• AWS (single VPC
• RDS
• EC2)
• Kestra automation
• PostgreSQL warehouse with dbt-style schemas
• Odoo CRM
• Microsoft Graph
• contact enrichment provider
• Claude on Bedrock
• Metabase BI
• ERP integration
• SES

What's next

Phase 1 alternatives, Sales and Marketing AI Implementation, and Product Launch and Integration Readiness, sit on top of this foundation and are mapped, ready to start when the client signals.