Case Study
Sales
AI That Accelerates Your Revenue Engine
OnTrac AI builds intelligent automation into the operational workflows behind your sales organization. Every hour your team spends on RFP assembly, manual CRM updates, or chasing pricing approvals is an hour they’re not selling. When the operational side of revenue generation runs on AI, your sellers get more at-bats, your pipeline moves faster, and your pricing reflects the market in real time.
Talk to us about SalesWhere AI Hits Hardest in Sales Operations
RFP & Pipeline Acceleration
An intelligent RFP intake process pulls from historical data and pricing to generate faster, more accurate responses. AI increases RFP capacity and expands the pipeline your team can manage without adding headcount.
Lead Generation & Scoring
AI ingests internal and third-party data sources to identify potential client opportunities, score leads, and generate conversational summaries that prepare sellers for stronger client conversations. Your team walks into every meeting with better context.
Pricing Optimization
Transition subjective, manual pricing processes into proactive, AI-assisted intelligence engines for your business, designed to move inventory faster through data-driven insights for the industries where pricing decisions have direct margin impact.
Competitive Intelligence
A market intelligence agent feeds competitive pricing and inventory levels to regional leaders so they can price and negotiate with better information. AI turns competitive data into a persistent operational advantage, not a quarterly research project.
What Working with OnTrac AI Actually Looks Like
Every engagement is built around four principles that define how we show up, how we work, and how we stay accountable.
Embedded Partnership
We work inside your environment—your systems, your team, your operational reality.
ROI Validated Before You Invest
Every opportunity is identified and quantified before work begins.
Built Alongside Your Existing Stack
No rip-and-replace. AI solutions that work inside the ERP and finance platforms your team already runs.
Change Management Built In
Adoption isn't an afterthought. Training and support are part of every deployment from day one.
Not Sure Where to Start?
Learn about Ignite about Not Sure Where to Start?Ignite™ is OnTrac AI's roadmap program. In as little as 30 days, we identify your highest-ROI opportunities, run it through our proprietary Realized Value Matrix™, validate with real projections, and hand you a roadmap ready for implementation.
Ready to See What AI Can Do for Your Operations?
Let's start with a conversation.
Contact Us about Ready to See What AI Can Do for Your Operations?
What sales processes are best suited for AI?
RFP response generation, lead scoring, pricing optimization, and competitive intelligence deliver the fastest returns. These are data-intensive workflows where AI creates an immediate capacity and accuracy advantage over manual processes.
Does OnTrac AI replace our CRM?
No. OnTrac AI is a consultative partner, not a platform. We build AI and automation solutions that work within your existing CRM, ERP, and revenue systems—Salesforce, HubSpot, Microsoft Dynamics, and others. We make the workflows between your tools faster and smarter.
How is this different from the AI features already built into our CRM?
Built-in CRM AI typically handles single-system tasks like lead scoring or email suggestions. OnTrac AI builds solutions that work across systems, connecting your CRM to pricing engines, ERP data, third-party intelligence sources, and operational workflows that native tools can’t reach.
Can AI really improve pricing decisions?
Yes. We’ve built pricing intelligence engines that replace manual, subjective processes with data-driven models. The result is faster inventory movement, stronger margins, and pricing decisions informed by competitive and market data rather than instinct.
Our sales data lives across five different systems. Can you work with that?
That’s the norm, not the exception. OnTrac AI specializes in building automation that connects across CRM, ERP, pricing tools, and third-party data sources. Multi-system complexity is where our approach delivers the most value.