Case Study
Within months of deploying Relevate’s AI Analytics Engine, Crowley Associates saw a 25% boost in its sales pipeline and unlocked new revenue opportunities. The AI-driven platform unified Crowley’s siloed data and delivered real-time insights, saving over 10 hours per week of manual work while empowering the sales team to focus on high-value deals.
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CrowleyAssociates is a New Hampshire-based manufacturers’ representative firm founded in 1984. With a 28-person team covering the Northeast U.S. (New England through the Mid-Atlantic), Crowley connects leading electronics suppliers from electromechanical and semiconductor components to power and thermal products with customers in industries like consumer electronics, defense, medical devices, and telecom. Nearly four decades of technical sales expertise have built Crowley’s reputation for innovation and a “customer first” approach to helping design engineers bring new ideas to life.
Sales data lived in separate tools and reports. CRM, ERP, and manufacturer data didn’t talk to each other, so there was no single source of truth. Reps and managers spent 10+ hours each week pulling reports and formatting spreadsheets, only to end up with static, outdated data. This labor-intensive reporting meant less time selling and delayed answers to pressing questions
Without advanced analytics, sales reps followed their instincts to prioritize leads. That meant they chased the wrong opportunities and overlooked key accounts that had more potential. Customers at risk of churn weren’t identified in time. They needed a better way to monitor trends and act early, which lead to lose of potential revenue.
Crowley relied on Power BI for dashboards, but needed an expert to build or change them. Updates were slow, and the team still had to pull data into Excel, upload files and maintain reports by hand. Most reps did not feel comfortable using Power BI on their own.
Relying on old-school spreadsheets for sales reports is a pain. Principals can't easily verify the data, they never quite know if they get the full picture and that makes it hard to build long-term trust.
To over come these challenges, Crowley implemented the Relevate’s AI Analytics Engine, transforming their sales operations from gut-driven to data-driven. Relevate’s platform uses machine learning to unlock insights from all of Crowley’s data and provide clear, actionable recommendations. Key aspects of the solution included:
The Engine consolidated Crowley’s CRM records, ERP transactions, and principal sales reports into one cloud-based hub, creating a single source of truth updated in real time. Reps and principals can see bookings, billings, pipeline, and commissions in a single dashboard, without switching between systems.
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TheAI Analytics Engine continuously analyzes the unified data,spots opportunities and risks. The platform acts like a virtual sales assistant repscan literally “talk to their data” using a Google-like interface. Forexample, a rep could ask, “Which accounts had a drop in orders last quarter?” andget an instant answer, so the team can focus on accounts that are under servedor declining before revenue slips. This shifted Crowley from reactivespreadsheet analysis to proactive selling, guided by AI-driven leadscoring and predictive alerts.
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The platform includes standard dashboards and templates for manufacturers’ reps, such as territory views, principal views andQBR layouts. Your team can start with proven views and then adjust them, instead of building every report from scratch.
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Customers, sites and territories are modeled with clear hierarchies. Reps, managers and principals each see the level of detail that matches their role, so reports stay relevant and secure.
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Relevateconnected Crowley’s CRM, ERP and principal data in a few weeks and went livequickly. After a short training, the sales team quicklyembraced the user-friendly interface. Because the Engine delivered usefulinsights immediately (the pilot showed promising uplifts within weeks), userswere motivated to adopt it in their daily routine.
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Easily sift through millions of contacts to find high value prospects.
More quality prospects for less means more revenue for your business.
Choose the plan that's right for you, and get an easy, always available powerful prospecting system.
Choose from over 30 custom filters specifically geared towards businesses.
Set up automatic reporting to deliver fresh prospects on a regular basis.
The relevate.ai platform allows you to reach your identified prospects through email, direct mail, and paid social.
We believe in paying for results. With relevate.ai, you only pay for verified emails
Our innovative email verification system ensures that you get accurate and effective contact information.
We always believe in transparency, and will always be up-front about our bounce rate.
By leveraging Relevate’s AI Analytics Engine, Crowley achieved a data-driven transformation with tangible business outcomes:
In the first months, Crowley saw a significant increase in high-quality leads entering the pipeline, roughly a 25% boost in qualified opportunities in line with industry AI-adoption trends. With AI prioritizing the best prospects, reps focused on deals that mattered, contributing to higher win rates and a fuller sales funnel.
Crowley saw clear revenue growth after implementing Relevate. The Engine identifies gaps in customer buying patterns and flags them for follow-up. Each sales rep now works from a clear, data-backed plan, which supports steady top-line growth.
Crowley cut the time spent on reporting and analysis. Hours of Excel work each week are now automated by the AI Engine. The company saves more than 10 hours per week on manual reporting. Reps use that time for selling and customer outreach, so they can handle more accounts with the same team.
The platform also strengthened Crowley’s relationships with its manufacturers. Principals now see real-time performance of their product lines in secure dashboards, rather than waiting for quarterly spreadsheets. They can log in at any time to verify sales data, so they question the numbers less and trust the reports more. Consistent reporting and easy data access help Crowley stand out from rep firms that still rely on manual updates.
Easily sift through millions of contacts to find high value prospects.
More quality prospects for less means more revenue for your business.
Choose the plan that's right for you, and get an easy, always available powerful prospecting system.
Choose from over 30 custom filters specifically geared towards businesses.
Set up automatic reporting to deliver fresh prospects on a regular basis.
The relevate.ai platform allows you to reach your identified prospects through email, direct mail, and paid social.
We believe in paying for results. With relevate.ai, you only pay for verified emails
Our innovative email verification system ensures that you get accurate and effective contact information.
We always believe in transparency, and will always be up-front about our bounce rate.
“Relevate.ai gives our Reps real-time visibility and access to crucial sales, opportunity and commission data. It saves our team hours each week and the AI generated insights have unlocked growth opportunities for the team.”
Crowley’s story shows that even a seasoned electronic manufacturing rep organisation can achieve modern, AI-driven growth. Interested in similar results for your team? Reach out to schedule a personalized demo of Relevate’s AI Analytics Engine and see how it can boost your pipeline, revenue, and efficiency. Start your Free 5-day trial today and discover what a data-driven sales transformation could look like for your business.
