# Sales Optimization

> AI that qualifies, prioritizes and routes the best leads: your sales team focused on the opportunities with the highest conversion potential.

The funnel treats very different leads as if they were the same, and the sales team's time is the most expensive resource in the process. Orion models the opportunity pipeline with AI and optimization, estimates each lead's real conversion and margin potential, and directs the team's effort to where the return is highest.

## Overview

- Area: Commercial Strategy and Markets
- Delivery: customizable solution
- First pilot: about 8 weeks
- Solution 05 of 15
- Topics: Lead scoring, Optimal routing, Conversion

## 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.

## What Orion delivers

- A scoring model that learns from your sales history and estimates conversion probability and expected value per lead.
- Optimal routing of opportunities by salesperson, region and service capacity.
- Continuous prioritization integrated with the CRM, with the best opportunities at the top of each portfolio's queue.
- An executive funnel dashboard: conversion, expected value and performance by segment, channel and team.

## 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.

## Indicators tracked

- Conversion rate by score band
- Expected funnel value
- Average margin per closed sale
- Average sales cycle length
- Coverage of priority opportunities

## Talk about this solution

WhatsApp: https://api.whatsapp.com/send/?app_absent=0&phone=5554991678345&text=&type=phone_number
E-mail: orion@orionotimizacao.com
Full method: https://orionotimizacao.com/en/method

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