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FBInsights.com AI
Transformation Case Study

The leading centralized data platform that ingests, standardizes, and enriches restaurant point of sales data to deliver actionable intelligence and commercial insight to alcohol suppliers.

  • Client Success Marketing Operations Sales
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Why Align?

Align AI has extensive experience in digital transformation and data management for hospitality and expertise in the F&B tech stack.

Departments Transformed

Sales

Customer Success

Finances

Executive Dashboards

F&B Insights Wanted the Benefits of AI Automation

Facing operational challenges, they turned to AI automation for smarter, faster insights.

Customers Slipping Away

Unorganized manual Customer Success department leading to customers falling through the cracks.

Data Gaps & Low Visibility

Lack of data and tech integration across marketing, sales, customer success, finance, and dashboards.

Slow Sales Cycle

Sales managed from spreadsheets causing sales people to be slowed down by manual work.

Team Burn Out

Too much to do and too little time because of manual, outdated systems over automation.

The Solution and Results

Over 6 months leveraging the Align – Automate – Achieve methodology to achieve the desired initiatives.

Sales Department Results Achieved

100%

Increase in Sales Productivity and Outreach

30%

Reduction in Sales Cycle

96 Days

Annual Sales Productivity Gained

Dashboard

Automated and Real-Time 

for Strategic Action

Tech Stack

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breeze-ai-sales-assistant

Breeze AI-Sales Assistant

  • AI Digital Sales Development Rep automatically researches target accounts, find key insights such as company size, additional contacts, industry news, contact preferences and other key information.
  • AI Lead Scoring: Analyzes and score leads on the entire buyer journey, including engagement, fit, and buying signals prioritizing leads with the highest probability of becoming customers and prioritizing these deals for sales people.

The result is an AI Sales coordinator that produced precise lead qualification, better alignment between marketing and sales, and allowed the sales people to focus on closing deals.

Automated Sales Pipeline

  • Automated Workflows: By stage follow-ups, tasks reminders, and meeting confirmations to save sales people admin time and ensure nothing falls through the cracks.
  • Custom Pipelines: Tracks monetization opportunities more effectively, giving salespeople clarity on deal progress.
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Revenue Pipeline Dashboards

  • Sales Pipeline Dashboard: Offers a real time visual overview of current pipeline value and potential revenue, supporting leadership decisions.
  • AI Report Generation: Instantly creates reports and descriptions to help stakeholders quickly understand key findings and take action.
  • Real-Time Data & Forecasting: AI analyzes historical sales and marketing data to provide accurate forecasts and compare them with actual results, supporting strategic planning.

Customer Success Department Results Achieved

70%

Reduction Customer Onboarding time

8 hours Weekly

Saved with Real-Time Automated Dashboards

17%

Increase in Customer Lifetime Value

120 Days

Annual Productivity Gained

Tech Stack

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AI Automated Customer Onboarding System

  • AI Powered Customer Onboarding: Customers are profiled into 3 integrated customer onboarding process boards with automated stage assignment and task creation.
  • Automated Customer Flows: All boards are linked together and move customers through the onboarding process based on actions taken by the team.
  • AI Sidekick for Project Management: Tasks are automatically added and assigned based on onboarding process stage and resource allocation, with automated notifications and reminders for the team.
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AI Powered Onboarding Process Dashboards

  • Client Onboarding Dashboard: Ensures visibility on key information on each customer in the onboarding process.
  • Purgatory Dashboard: Ensures visibility on customers who are not progressing and gives action suggestions on how to move them forward.
  • Client Snapshot: Ensures visibility on all key details about client systems set up, integrations, locations, and agency affiliations.

Finance Department Results Achieved

75%

Faster Invoice Processing Time

12 hours

of Time on Monthly Reporting Eliminated

80 days

Annual Finance Team Productivity Gained

28 Automations

Reduced Invoicing Errors by 90%

Tech Stack

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AI Automated Invoice Management System

  • Invoice Management System: 28 automations replace human manual work from invoice creation from Quickbooks, invoice ownership automatically updated based on stage, with automated notifications and reminders for the team.
  • A/R Visibility and Management: All invoices in one place in a Monday.com Board with all relevant data.
  • AI Automated Processing: Gmail and Google Drive connections to read new programs and extract information from quote PDFs.

Real Time Financial Dashboard

  • Invoicing Information Real-Time Dashboard: Total Number of Invoices, Total Amount of Invoices, Account aging and total amounts overdue.
  • Supplier Information: Total number of programs per supplier.

Executive Department Results Achieved

KPI & OKRs

Real-time Visibility Across the Company

Dashboards

All Finance, Sales, and Supplier Data Consolidated Live

Concise Meetings

Data-Driven Leadership Sessions Replacing Manual Reporting

$72,000

in Annual Productivity Value from Automation

Tech Stack

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Real Time Executive Dashboards

  • All Invoicing Information in one real time dashboard: Total Number of Invoices, Total Amount of Invoices, Account aging and total amounts overdue.
  • Supplier Information: Total number of programs per supplier.

F&B Insights Meeting Rhythms and Agendas

Clarity, Consistency and Structure

  • 1. Repeating Meetings and Agendas
  • 2. Intentional agendas that link to working operational systems
  • 3. KPI Dashboard Focused Meetings
  • 4. Agreement on Key Actions

Agenda

  1. How are you feeling today, on a scale of 1-10? Please indicate in the chat
  2. Good News and Acknowledgment in regards to Company Values
  3. OKR Reporting Review
    a. Department OKRs Dashboard
    b. Department OKRs
  4. KPI Reporting Review
    a. Department Dashboard
    b. Department Pipeline
  5. Department Operational Board
  6. Next Steps / Action Items Recap

F&B Insights Testimonials

Align completely transformed the quality of work and life for me and my sales team, shifting our process from spreadsheets to an AI and Automated tech stack. We saw a decrease in admin, increase in qualified meetings and increase in conversion rate.
noah-tracht
Noah Tracht
Head of Sales
Customer Success management went from disjointed, uncertain and challenging, to enjoyable, elevated and clear. The process of implementing AI with Align was insightful, straightforward and organized, leading to 100% systems adoption from our team.
veronica-zemon
Veronica Zemon
VP of Business Development
As Head of Engineering, having an expert outsourced AI and Automation Team supporting us enabled us to finally execute on our vision which we didn't have the internal skill set and time to follow through on. Seeing my team have more space and time to be strategic in their zone of genius is both fulfilling and achieving our goals.
Hudson Piehl
Head of Engineering

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