Pirros overhauled how they qualify and prospect firms — going from fragmented, manual processes to a single Orange Slice workflow that identifies, scores, and routes companies automatically.
Bobby Gerberick
Pirros
1 FTE
of manual work replaced
1 workflow
qualifies all firm types
5+ use cases
running daily
The challenge
Before Orange Slice, Pirros relied on legacy data providers that only let them tap into a single data point or view information on one company at a time. There was no way to plug their CRM directly into the firehose of data being generated across the web — and no practical way to separate the signal from the noise at scale.
Orange Slice connects you to everything and critically, with its easy to use AI chat bot, gives you the tools to separate the signal from the noise.
The solution
Pirros completely overhauled their company qualification process with Orange Slice. They built a single workflow that identifies and qualifies a variety of different firm types, surfaces the information needed to reliably score each company, and makes it easy for reps to know their next move — all without switching between tools.
Because Orange Slice acts as an ETL pipeline between their CRM and external data, Pirros can test and ship new ideas quickly using the AI chat — and tackle projects that would have been unrealistic to build internally.
Day to day
Firm qualification
Identify and score new firms across multiple firm types in a single workflow
Pre-meeting research
Auto-generate briefing notes before meetings with new accounts
Inbound enrichment
Qualify and enrich inbound leads as they come in
Contact categorization
Segment and tag contacts at target accounts automatically
Complex CRM actions
Handle workflow logic too complex for native CRM automation
Orange Slice is as customizable as an internal solution while still having the polish of a third party tool with a dedicated development team.
The results
The firm qualification workflow alone has been the most impactful change — both in time saved and accuracy of qualification. Across all their use cases, the work Orange Slice handles for Pirros is easily the equivalent of a full-time role.
Speed
Test and implement new ideas quickly with the AI chat
Flexibility
Tackle almost any project thrown at it
Accuracy
More reliable scoring than manual qualification
Scale
Workflows that would have been unrealistic to run before
It's an easy to use, simple to spin up and seamlessly integrated workflow builder and data analysis engine that can effectively build simple solutions and sprawling workflows.
Bobby Gerberick
Pirros
See how Orange Slice can automate your prospecting and qualification workflows.