Solutions · Industry scenarios · Manufacturing

Conversion fell from 5% to 1%. Your sales team isn’t the problem.

Trade-show scans, catalog downloads, demo-unit requests: every action is logged automatically, so sales picks up each lead with the full selection context.

New leadsJust assigned to you
D
David Miller
Apex Precision · Production ManagerPhone verified
SourceIMTS 2026, Chicago
Activity
Joined LINE via booth QR codeNov 5, 14:12
IMTS 2026 · Hall B, Booth 2
Downloaded the VMC catalogNov 5, 21:40
Read 15 of 18 pages
Viewed VMC-850 specs 3 timesNov 7, 10:05
Spindle speed, travel, tool capacity
Booked an application demoNov 8, 09:30
Thu, Nov 14, 10:00 · Sarah Collins
Auto-applied tags
Industry: Auto partsRole: Production leadNeeds: Vertical machiningInterest: Spindle speedDemo booked
Sarah from Sales walks into the demo with this profile—no starting from scratchPrep demo
  1. AcquireSales knows the profile before the first call and goes straight to the demoSocial CDP→
  2. EngageEvery action triggers the right catalog, technical manual or selection case studyMember journeys→
  3. RetainAI handles routine questions and technical support takes the complex cases, so after-sales never dropsAI customer service→
  4. GrowData from trade show to closed deal, so resources go where they countSystem integration→
80%
of routine requests handled by AI Agent
200+
manufacturing customer deployments
300%
more accurate Leads with AI marketing automation
Common challenges

In a shifting global economy, no deal can go to waste

High tariffs, high interest rates, weak demand: manufacturers face their toughest market yet. Supply chains are being reshuffled, customers are delaying investment and conversion keeps falling. With limited sales resources, every lead worth pursuing has to count.

Efficiency

Conversion fell from 5% to 1%. Sales resources are drained by low-certainty opportunities, and real output is falling.

Quality

Digital ads grow TOFU fast but can’t filter for real demand. Trade-show Leads arrive without a profile, so sales still starts from square one.

Conversion

Traditional CRM records everything but can’t keep up with follow-up. As customers hesitate longer, the evaluation window closes.

AI Agent

Hand 80% of routine requests to AI Agent. No more waiting on technical answers.

AI handles spec lookups, after-sales troubleshooting and quoting, so sales and technical teams spend their time where deals actually close.

Learn more→
AI coworkers · TodayDone: 89
AI Tech SupportWorking
Sent fix steps for “E-217 spindle overheat”
Cites service manual p. 42
46
tasks
AI Quote AssistantWorking
Drafted a quote for VMC-850 options
Awaiting sales sign-off
12
tasks
AI Spec FinderWorking
Compared VMC-850 vs. VMC-1100 travel
Cites catalog spec sheet
31
tasks
2 tasks need an on-site call—handed to field engineer Tom ReedWith field team
Social CDP

Customer data, sources and tags, all in place

Whether leads come from trade shows, catalog downloads or online channels, identity resolution and record matching happen automatically. The moment a lead lands, you know who you’re talking to and can go straight to the demo.

Learn more→
Expo QR scanLINE friend
Catalog formEmail · Phone
Web inquiryCompany · Title
Matched by phone · Auto-merged
D
David Miller
Apex Precision · Production Manager · Detroit
1 person, not 3 records
Sources
3
Interactions
11
Tags
7
Tags

Every interaction qualifies the lead for sales

Tags are applied automatically by industry, role, equipment needs and behavior, so sales and technical support start with the selection context instead of from scratch.

Learn more→
Auto-tagging rule
Downloads the VMC catalogNeeds: Vertical machining
Industry
Auto parts214 people
Aerospace86 people
Molds & dies132 people
Role
Purchasing178 people
Production lead141 people
Equipment engineer97 people
Equipment need
Vertical machining203 people
5-axis64 people
Mill-turn88 people
Behavior
Downloaded catalog486 people
Viewed specs 3+ times152 people
Requested a trial37 people
Member journeys

The right content at the right moment

A customer downloads a catalog, views product specs or requests a demo unit. Each action can trigger a delayed message with the matching technical manual, training video or selection case study, with no manual follow-up from sales.

Learn more→
Trigger
Downloads the VMC catalog
Wait
1 day later
Send
VMC series tech manual
LINE message · PDF
Condition
Viewed specs within 3 days?
Yes
Send
Auto-parts case study
Send
Invite to book a demo
No
Send
3-min how-to video
Tag
Nurturing
Booking center

Let customers move selection forward themselves

Customers see open slots for sales or technical staff and book directly. Each booking captures models of interest, equipment needs and current pain points, and the data flows back automatically, so whoever picks it up has the full picture.

Learn more→
09:415G
Book a demo
Your brand · Bookings
DemoTest cutSupport
Sarah Collins
Sales · Midwest
Open slots · Thu, Nov 14
09:0010:0011:0013:3014:3016:00
Model of interest
VMC-850
Main pain point
Slow tool changes on the old machine cap output
Confirm booking
Synced back to the member profile
New bookingConfirmed
David Miller · Apex Precision
Nov 14, 10:00 · Demo
Model: VMC-850Pain: Tool change speed
Sarah gets notified, and the customer gets a reminder the day before
AI customer service

AI steps in instantly, 24/7

Connected to your product knowledge base, technical documents and FAQ, it answers equipment issues and spec questions right in the chat, without waiting on technical support.

Learn more→
09:415G
Your brand Tech Support
AI customer service · 24/7
Our VMC-850 is showing E-217 and the spindle stopped. What should I do?
E-217 means the spindle is overheating. Please check in this order:
  1. Is the coolant oil below the MIN line?
  2. Is the spindle chiller fan running?
  3. Stop for 20 min, then press RESET
VMC Series Service Manual, p. 42
Oil level’s fine and the fan is running, but it still trips.
This likely needs an on-site check. I’ve passed it to field engineer Tom Reed, who’ll reach out with this chat in hand.
Handed to a person · Tech Team 2
Service Center

When technical support takes over, the conversation and context are already there

Conversations route automatically to the right technical staff by account and tag, with chat history and equipment background attached. Customers never have to repeat themselves.

Learn more→
Tech Team 23 open
D
David Miller
E-217 still tripping
K
Kevin Brooks
Tool changer jams
L
Lisa Ward
Wants to add a 4th axis
Routed byEquipment: VMC seriesTom Reed
AI chat summary

E-217 spindle overheat. Coolant level and fan checked—both normal; still trips after restart. Recommend an on-site check of the spindle temp sensor.

Equipment
Model
VMC-850
Serial no.
VM85-2309-114
Warranty
Until Mar 2027
Last service
Aug 2026: spindle belt
Type a message…Send
OakMega Forms

Turn feedback into data and keep improving

Satisfaction surveys go out automatically after each service and responses flow straight back, so every support case becomes an asset you can build on.

Learn more→
09:415G
Service satisfaction survey
Tom Reed · On-site, Nov 11
How would you rate this visit?
Was the issue resolved?
ResolvedPartlyNo
Anything else to share?
Please ship spare sensors to our plant in advance
Submit
Back to David Miller’s member profile
Satisfaction4 stars
Issue statusResolved
FeedbackPre-ship spares
Service surveys this month48
Resolved41
Partly5
No2
Dashboard

See what drives deals and put resources where they count

Combine engagement data across channels to measure conversion and sales cycle at every step, from trade shows and catalog downloads to selection demos, so every sales and marketing decision is backed by data.

Learn more→
Deal analyticsAll channelsLast 180 days
Conversion funnelPeople · Step conversion
Expo QR scans1,240
39% move to the next step
Catalog downloads486
19% move to the next step
Demos92
20% move to the next step
Closed won18
Sales cycleFirst touch to close · Median (days)
Expo68
Catalog54
Web inquiry47
Distributor referral39
04080 days
System integration

Find your next high-intent customer in the data you already have

Bring in existing customer data from your CRM, build lookalike audiences by industry, equipment needs and selection behavior, and focus resources on the Leads most likely to close.

Learn more→
Existing CRM · Won accounts
18
OakMega members
3,420
What won accounts have in common
Industry: Auto parts, moldsNeeds: Vertical machiningBehavior: Catalog + 3 spec views
Lookalike audience326 · Ranked by similarity
Mark Allen
Summit Molds
92
Jenny Park
Lakeside Auto Parts
88
Ryan Cole
Keystone Machinery
85
Save as an audience, then send the case studyCreate audience
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