
What a VP of Sales sees on day 30
Every dormant account contacted. Every open quote followed up. Reps spending more hours in real customer conversations.
OpticommAI turns dormant accounts, open quotes, reorder windows, and missed follow-ups into structured sales action, then routes qualified opportunities to the right representative and updates your CRM or ERP.
Start with one region, one sales team, or one account segment.
One AI execution layer. Your salespeople keep the relationship.
Always-on coverage
no account slips through the cracks
At-risk accounts
312
being called now
Pipeline this week
$847K
Activity feed
Agent-3104 saved at-risk account, Sysco Boston, $11.2K
Best suited to distributors with large customer bases, repeat-order cycles, multiple sales representatives, and commercial opportunities that depend on consistent follow-up.
Who it is for
Not a generic AI platform. A working layer for the leaders, reps, and ops teams inside a distribution company.

Every dormant account contacted. Every open quote followed up. Reps spending more hours in real customer conversations.

A prioritized list of accounts that are actually ready to talk, with context already gathered and the system already updated.

One standardized execution layer across teams and regions. Approved scripts, audit trail, no shadow processes.
The commercial coverage gap
Distribution companies manage hundreds or thousands of B2B customers, repeat-order cycles, open quotes, substitutions, service questions, and seasonal buying patterns. Even strong commercial teams cannot consistently reach every account at the right time.
The result is not always visible in the CRM. It appears as quiet revenue leakage: customers who stop ordering, quotes that are never revisited, reorder windows that pass, and sales opportunities that disappear because nobody followed up.
Your sales team must prioritize the largest and most active accounts. Long-tail customers receive inconsistent attention.
Previously active customers can stop ordering without triggering a structured reactivation process.
Follow-up often depends on individual memory, manual reminders, and fragmented CRM notes.
Important outcomes, objections, and next actions may not be captured consistently in the CRM or ERP.
The commercial gap is the work that did not happen: the call not made, the quote not revisited, the reorder not prompted, and the account that quietly went dormant.
Signal to Execution
Streams order history, invoices and account cadence from SAP, Oracle, NetSuite and Epicor. Nothing to migrate.
Detects missed orders, frequency drops and at-risk accounts before they churn. Every customer scored, every day.
Voice calls, WhatsApp threads and email follow-ups fire the moment a signal crosses threshold. Humans close, agents cover.
Distributor Sales OS
OpticommAI gives distribution teams an AI assistant that can call, message, qualify, remind, and follow up based on approved commercial workflows.
The AI handles repetitive execution. Your salespeople remain responsible for relationships, negotiation, and closing.
When an account shows interest, needs a quote, wants to reorder, or requires human attention, OpticommAI routes the opportunity to the right representative with structured context.
More customer coverage. More consistent follow-up. More qualified opportunities returned to your sales team.

Talks to qualified customers. Closes. Builds the relationship. OpticommAI handles everything before and after that conversation.

Every outbound message and call summary is logged, editable, and traceable. Reps stay in control of voice and judgment.

When a customer signals intent or needs negotiation, OpticommAI hands the conversation to a human in real time, with context.
Go-live in 48 hours
Three concrete steps. No multi-month IT project, no data migration, no rip and replace.
Start from battle-tested blueprints for Foodservice, Industrial MRO and Building Supply. Tune triggers and script in minutes.
Read-only connector to SAP, Oracle, NetSuite and Epicor. Your ERP stays the source of truth.
4,000 agents go live on your top at-risk accounts. Watch every action in the command center.
[ Video Case Study: Moving from Information to Execution with Macromex ]
“Before working with OptiComm, our sales model relied heavily on manual processes and could not scale efficiently without increasing headcount. After implementation, we transformed how our teams operate by focusing on clear, daily actions driven by predictive insights. The biggest difference was moving from information to execution.”
Meets customers everywhere
Natural conversations in English and Spanish.
Two-way threads with media and quick replies.
Personalized follow-ups sent at scale.
High-value starting points
Reconnect with customers who have not ordered within the expected buying cycle and route renewed interest to the assigned representative.
Follow up on open quotes, substitutions, and pending commercial decisions before the opportunity goes cold.
Contact customers based on expected reorder timing, historical buying patterns, or agreed account rules.
Return unanswered commercial calls and identify whether the customer needs an order, quote, service update, or salesperson.
Handle repetitive status requests and escalate exceptions that require human intervention.
Capture structured outcomes, notes, dispositions, and next actions after each conversation.
Commercial opportunity calculator
Estimate the value of dormant accounts, unclosed quotes, missed reorder windows, and sales-representative time spent on repetitive follow-up.
Enter your numbers and click estimate. We do not collect an email to show results.
Illustrative estimate only. Actual results depend on data quality, customer behavior, workflow design, available inventory, sales-team execution, and operational capacity.
Works around your existing stack
OpticommAI is designed to work alongside your existing CRM, ERP, and sales processes. Depending on your technical environment and selected pilot, workflows can be configured around platforms such as:
The first objective is not to redesign your entire technology stack. It is to connect one valuable commercial workflow and prove the business case.
A focused first engagement
The Distributor Sales OS is introduced as a focused Commercial Execution Sprint, not an open-ended AI transformation project.
Review account segments, sales ownership, quote processes, reorder cycles, call patterns, and available data.
Select one high-value starting point such as dormant-account reactivation or quote follow-up.
Define scripts, qualification logic, objections, escalation, representative assignment, and reporting.
Launch with one region, one team, one customer segment, or approximately 500 to 2,000 accounts.
Review contact outcomes, qualified opportunities, objections, representative feedback, system updates, and scale potential.

Joint working session with your sales and ops leads. We map one segment, one outcome, one assignment rule.

Scripts, escalation logic, and CRM updates are written and approved with your team. Reps see and shape every touch.

OpticommAI runs the workflow at real volume. We review qualified opportunities, rep feedback, and what to scale next.
Dormant-account reactivation or quote follow-up for one sales team or region.
Choose one customer segment, one commercial challenge, and one measurable outcome. We will show you how OpticommAI can turn that workflow into consistent sales execution.
A focused working session. No generic AI presentation.