CASE STUDY

Opeeka

Opeeka faced lost revenue and inefficiencies due to slow data access for deal closures and customer acquisition. By deploying Max—trained on the company’s expert “brain trust”—Opeeka automated proposal writing, enabling faster and more accurate responses, significantly increasing efficiency and revenue.

AT A GLANCE

Challenges

Revenue loss due to lengthy research for proposal data
Limited and slow information access for customer acquisition
Excessive staff time spent on repetitive proposal generation

Key Results

$180,000 in additional revenue within days of adoption
22.5% overall revenue growth
2 days/month, less staff time needed
90% of proposals written by Max, reducing manual workload

OBJECTIVES

Gain rapid access to internal knowledge for deal closure
Minimize time and costs associated with manual proposal writing
Increase operational efficiency and sales performance

SOLUTIONS

Trained Max on Opeeka’s proprietary knowledge base and historic proposals
Automated proposal generation and response leveraging existing expertise
Enabled instant access to critical deal-closing data for staff

BENEFITS

Drastically reduced time to generate proposals
Increased proposal accuracy and win rate
Freed up staff for higher-value activities

RETURN ON INVESTMENT

Over $180,000 new revenue in the first days
22.5% overall revenue increase
Equivalent to 20 hours saved monthly per staff member
2 days/month less staff time spent on proposals

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