Case study

B2B sales (Navision)

A B2B sales team has a five-step sales process: qualify, scope, configure, quote, close. It was being run out of spreadsheets and a Navision instance that wasn't designed for it. Foundry automated the whole flow end-to-end: a dashboard surfaces the live pipeline, a structured questionnaire captures customer context as deals move forward, and an AI layer produces the sales recommendation based on what's been entered and what Navision already knows.

  1. B2B sales dashboard on a monitor
  2. Five steps, no system

    A B2B sales team's five-step process: qualify, scope, configure, quote, close. It was being run out of spreadsheets and a Navision instance that wasn't designed for it.

  3. Reps assembled, didn't sell

    Reps spent their time pulling information together across three tools before they could make a single recommendation. The selling came last.

  4. Pipeline + AI recommendation

    Foundry automated the flow end-to-end: a live-pipeline dashboard, a structured questionnaire that captures context as deals move, and an AI layer that produces the recommendation from what's entered and what Navision knows.

  5. One screen, next action

    Reps stop assembling and start acting. The same Navision data that used to require three tools to interpret is now a single screen telling them what to do next.

More cases. More proof.