Acto was born out of a consulting project almost three years ago. Today, our intelligent AI companion is helping proactive sales teams in wholesale and manufacturing measurably increase their sales.

The special thing: As of today, Acto no longer lives on a separate platform, but appears as an intelligent companion in Outlook, your CRM or mobile via a call via our voice AI — exactly where sales take place every day.

No additional logins. No tool changes. No extra work. Just intelligent sales recommendations where you are anyway.

But why this approach? Let's take a look at Thomas.

The sales force doesn't have time to study reports and prepare meetings for hours

8:00 a.m. Sales representative Thomas is planning his week.

He checks emails, searches areas and past orders. To find new potential, he clicks through BI dashboards with order histories. He knows his biggest 10 accounts well — It is becoming more difficult for its 140 B and C customers.

He discovers a customer who is months overdue with his orders. Probably migrated to competition. For the others, he tries to find the best products for the next upsell — from a total portfolio of 30,000 articles.

11:00 a.m.: The appointment with customer Schmidt is due in the afternoon - time to prepare. Another 30 minutes pass while Thomas scrolls through ERP data, CRM notes, and email flows to find out: What did she buy last? What did they discuss last time? Are there any open topics?

Preparing appointments becomes data detective work.

12:00 p.m.: Spent hours in various tools — email here, ERP there, CRM there, plus scheduling through manual data collection — but no clear picture yet of what Thoms should do next. So this week he decides to visit the customers he hasn't seen for a long time.

12:30 p.m.: Drive to the appointment.

2:00 p.m.: Appointment with Mrs. Schmidt.

4:00 p.m.: Thomas is behind schedule and hurries to the 2nd appointment of the day. Since he only has the most important data on his laptop, he cannot go through it while driving and has to go to the meeting unprepared.

For Thomas — and for every sales force out there — that's lost turnover through unstructured prioritization, tool hopping and lack of scheduling.

What does a missed sale really cost

With 30,000 products and hundreds of customers, sales lack the necessary overview.

And the costs are real:

• Unrecognized churn — Customers switch to the competition unnoticed
• Missed cross-selling opportunities — Sales potential remains undetected
• Inefficient route planning — Time is spent with the wrong customers
• Time-consuming scheduling — hours spent collecting customer data
• Late response to buying signals — While sales are analyzing, the customer is buying somewhere else

Thomas' problem: He is a salesperson, not a data analyst. Dashboards provide reviews, but not finished appointment briefings. And with several hours of driving a day, he doesn't have time for that anyway.

Too much data, too many tools

Every customer leaves traces of data in several systems: ERP, CRM, e-mail, telephony. Thomas jumps back and forth between 5-7 different tools just to get the full picture.

The problem: As he switches between Outlook, SAP and Salesforce, context and valuable time are lost. The same game starts before every customer appointment: collecting data, reconstructing purchase history, identifying relevant products. 30-45 minutes of preparation per appointment are the norm.

Modern sales teams don't still need a tool — they need concise information that allows them to work in a more targeted manner.

Acto: AI power directly in your existing tools

Acto is an AI companion that turns the flood of information from ERP and CRM systems into proactive recommendations for action — directly into the tools you already use.

No separate dashboards. No additional logins. No tool changes, but revolutionary intelligence in the workflow.

Acto appears as an intelligent sidebar in Outlook and CRM — and as a voice assistant on a smartphone — and provides contextual recommendations exactly when they are needed:

• For data-based prioritization and visit planning in Salesforce
• As an intelligent voice assistant for perfect appointment preparation while driving
• For the full customer context for every email in the Outlook inbox - and to preformulate right away with

Sales intelligence instead of gut feeling

Acto recognizes via machine learning algorithms automatic patterns that are invisible to humans:

• Churn risks
• Cross-selling potential
• reactivation measures
• Offer tracking

These insights help sales to work in a targeted manner:

• Prioritize customer visits According to real sales potential
• Appointment preparation with a clear plan and specific product recommendations
• Soon: Meeting follow-up Simply by using voice AI on a smartphone

For measurably more turnover.

In controlled A/B tests with our customers, we were able to demonstrate a direct influence on sales development:

• +11.2% turnover chez Schaefer Shop (office supplies)
• +8.6% more turnover chez Böllhoff (connection technology)
• +5.4% more turnover chez Hitado (medical technology)

In addition:

• Up to 6x faster onboarding of new sales staff
• Faster email creation texts generated by AI
• Less appointment preparation time through automatic briefings

Now: Thomas' Monday morning looks different

8:00 in the morning. Thomas opens Outlook.

Right in its email interface, Acto shows: 3 customers with acute need for action, 4 warm cross-selling opportunities and 2 critical migration risks. The email invitations to an appointment can be pre-formulated on request — Thomas just has to click on “Send.”

In CRM, customer profiles are already enriched with recommendations for the right products — including complete appointment preparation with discussion guidelines, product recommendations — without Thomas having to switch between tools.

9:00 a.m.: First customer visits planned. Sales arguments prepared. Sales targets clear.

9:30 a.m.: Thomas gets in the car for the first appointment. While driving Does he let himself from Acto via voice assistant Read out the most important information:

“Customer Weber, last purchase 4 weeks ago, recommended product groups: tire sets.” ‍

The most important information can be sent to a smartphone as an e-mail.

10:00 a.m.: appointment with the customer. Thomas has a clear meeting agenda — and the most promising sales potential is always on his mobile phone.

11:00 a.m.: After the appointment. While still on his way to the car, Thomas summarizes the most important points of conversation for Acto by voice. CRM and follow-up reminders are created automatically.

No tool hopping. No missed opportunities. No unrecognized migrations.

From tool chaos to seamless sales intelligence

Sales are becoming increasingly complex, especially in wholesaling and manufacturing. Customers expect tailor-made solutions. Product portfolios are growing. Competition is getting tougher.

Acto brings intelligence directly into your everyday life — easier, faster and more profitable than ever before

Ready for AI power without changing tools?

Schedule a conversation with our team and see how Acto transforms your existing tools into an intelligent sales engine.