Industrial Manufacturing & Distribution
A $4B industrial conglomerate with 16 divisions and 70+ facilities deployed ClearForge's AI intelligence platform across three business units, identifying 1,181 qualified opportunities with a 99.8% match rate and giving sales leaders a daily execution view.
Qualified Opportunities Identified in 6 Months
The Forge Method™ Applied
Mapped the value chain, named the workflow constraints, and chose the first builds tied to owner-visible KPIs.
Redesigned workflows, shipped AI-assisted controls with human review, and established KPI baselines from day one.
Tuned the cadence, trained the team, and expanded only after the first workflow was adopted and measured.
The measured outcomes follow.
The Results
Qualified opportunities identified across 3 divisions in 6 months
Match rate to the client's actual product capabilities
Ramp from 19 to 613 opportunities per month during calibration
Rep-ready sales playbooks with competitive analysis
What We Built
ClearForge builds the AI layer, workflow, dashboard, controls, and adoption rhythm together. The output is not a tool demo. It is a measurable way of running the work.
Custom signal workflows monitored capital projects, industrial demand signals, competitive movements, and geography-specific triggers.
1,181 qualified opportunities identified across three divisions in six months.
Matched opportunities to the company product lines, territories, facilities, and division-specific capabilities.
99.8% match rate to the client actual product capabilities.
Generated account-entry strategy, buyer context, competitive analysis, risk notes, and recommended next action.
631+ sales playbooks created for active opportunities.
Unified pipeline review, playbook ratings, opportunity triage, contact discovery, and manager coaching into one workflow.
Daily-use dashboard gave leadership visibility across divisions, reps, and opportunity quality.
Captured feedback from sales activity and playbook quality ratings to improve trigger logic and recommended actions.
Opportunity volume ramped from 19 to 613 per month during calibration.
Executive Dashboard
The executive view combined opportunity volume, division coverage, playbook quality, and sales-team execution so leadership could see where market demand was emerging and which reps were converting intelligence into action.
1,181
Qualified opportunities
3 divisions, 6 months
99.8%
Capability match rate
Aligned to real product lines
631+
Sales playbooks
Generated with next-best action
32x
Monthly ramp
19 to 613 opportunities per month
Qualified leads found month over month
Sales team execution analytics
Operating funnel from signal to action
Why This Mattered
This was not an off-the-shelf sales dashboard. The intelligence was calibrated to divisions, facilities, product capabilities, territory coverage, and manager review routines.
The most important design choice was closing the loop between market signal, sales action, manager coaching, and playbook quality feedback.
Theydidn'tjusthandusastrategydeck.Theybuilttheworkflow,trainedtheteam,andstayeduntilthenumbersmoved.
Industrial Manufacturing & Distribution — ClearForge Client
What happened next
Market-signal workflows monitor thousands of sources daily — every closed-won and closed-lost data point refines the scoring model New triggers, territories, and divisions are added continuously, with each deployment starting from more proven trigger logic than the last The platform captures structured feedback on every playbook (1-5 star ratings across 4 dimensions), creating a review loop that improves output quality Market shifts are auto-captured within hours, not weeks — ensuring the sales team always has the freshest intelligence and first-mover advantage on capital projects
Every engagement starts with understanding your business. Not a pitch.