Case Study: a multi-location B2B distributor streamlines order intake and upgrades its phone system with Viirtue

Multi-location B2B Distributor migrates to Viirtue in 30 days to automate order entry

The customer, a multi-location B2B distributor, faced significant operational inefficiencies with its manual order-entry process. Field sales reps called orders into a small customer service team, which introduced delays and errors. Despite previous efforts, the bottleneck persisted, and the company was considering a third-party AI solution. The distributor was also on a legacy UCaaS platform from a competing provider that offered poor visibility and reporting.

Viirtue implemented its native AI Voice Agent as part of a full platform migration. The solution automated the order-intake process, allowing sales reps to place orders directly through the AI agent, which then integrated with the company's existing ERP system. The platform migration was provided at no cost to the customer. The results included solving the long-standing order-entry bottleneck, gaining full call recording and sentiment analysis, and establishing a roadmap for future automation. The customer was so pleased that it began identifying other processes to automate before the first agent had even gone live.

Multi-location B2B Distributor