Optimization and AIRequest a diagnostic
01

When this decision gets expensive

If two or more sound familiar, this solution will most likely pay for itself.

Sales treats every lead with the same priority, and the best opportunities go cold in the queue.
Qualification depends on each salesperson's judgment, with no comparable criteria across portfolios.
The CRM piles up interaction data that never turns into outreach decisions.
There is no quantified estimate of conversion probability and expected value per opportunity.
02

What Orion delivers

D·1

A scoring model that learns from your sales history and estimates conversion probability and expected value per lead.

D·2

Optimal routing of opportunities by salesperson, region and service capacity.

D·3

Continuous prioritization integrated with the CRM, with the best opportunities at the top of each portfolio's queue.

D·4

An executive funnel dashboard: conversion, expected value and performance by segment, channel and team.

03

Technical foundation

machine learning

Supervised propensity models trained on CRM history, enriched with external indicators.

allocation optimization

An assignment formulation that balances conversion potential, team capacity and portfolio coverage.

continuous learning

Periodic retraining of the models with the actual outcome of each approach, closing the loop between prediction and sale.

Worth a conversation about this solution?Diagnostic, modeling, a pilot in production and continuous operation: the same method for customizable solutions and for bespoke consulting.
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Next step

A strategic diagnostic,
in 45 minutes.

A structured conversation with Orion's leadership to understand where your operation gains the most from optimization applied to decision-making, and which level of customization makes the most sense: a ready-made solution, a customizable solution or bespoke consulting.

45 minutesConfidentialNo commitment
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