Deep research to branded facility-manager pitch decks in under 60 minutes.
ExploreAuto-generate Quarterly Business Reviews from SAP, Salesforce, and e-commerce data.
ExploreAutomated territory briefs — competitive intel, account performance, market data.
ExploreField Account Representatives manually assemble pitch decks for large facility managers and procurement teams, pulling data from SAP, Salesforce, and e-commerce analytics. This eats into selling time and produces inconsistent messaging across 331 branches.
MojoMosaic's Account Pitch Builder transforms deep account research into branded, facility-manager-ready presentations — combining Grainger product data, spend analytics, and competitive positioning automatically.
Automatically profiles each facility — purchase history, spend patterns, product category gaps, competitive alternatives in use, and reorder frequency from e-commerce data.
Generates polished slide decks featuring product recommendations by category — Safety & PPE, Lighting, HVAC, Motors — with correct specifications, compliance certifications, and volume pricing.
RAG-only retrieval from approved product specifications, OSHA guidelines, and Grainger technical data sheets. No hallucinated claims. No incorrect safety ratings. Every recommendation auditable.
A five-step workflow that takes FARs from account selection to a finished, branded account pitch deck.
Choose from your territory's account list. The system pre-loads purchase history, spend analytics, and product category penetration from SAP S/4HANA.
MojoMosaic profiles the facility — industry vertical, site hazards, competitive products in use, reorder patterns from Grainger.com, and spend consolidation opportunities.
The engine maps Grainger products to facility needs across Safety, Lighting, HVAC, Motors, and Metalworking — pulling approved specifications and compliance certifications for each recommendation.
FARs review the generated deck, add relationship context, adjust product emphasis based on on-site knowledge, and approve all specifications before delivery.
One-click export to PowerPoint, PDF, or interactive web link. Specification audit trail and competitive comparison automatically attached.
Quarterly account reviews require pulling data from SAP S/4HANA, Salesforce, Grainger.com analytics, and Vistex compensation data — then formatting everything into a review deck. Each branch and region does it differently.
The Account Review Engine connects to Grainger's data systems and auto-generates comprehensive quarterly reviews — standardized across regions but customized per account and industry vertical.
Pulls from SAP S/4HANA, Salesforce, Grainger.com analytics, and Tableau BI into a single normalized view per account — with 2 million SKUs contextualized by relevance.
Account performance by product category, YoY spend trends, e-commerce adoption rates, and share-of-wallet penetration — calculated automatically across the 85-account portfolio.
Links Vistex compensation data to account performance, showing FARs exactly how deal structure impacts their quota attainment — currently averaging ~55% — and highlighting margin optimization levers worth 30-80 bps.
Each auto-generated review is a complete, presentation-ready package with the following sections.
Quarter-over-quarter performance snapshot, key wins, competitive saves, and strategic priorities for the upcoming period.
Sales by product category — Safety & PPE, Lighting, HVAC, Motors, Metalworking, Material Handling — with trend indicators and share-of-wallet analysis.
Grainger.com utilization rates, search-to-order conversion, KeepStock vending adoption, and digital self-service percentage for the account.
Competitive spend leakage to Fastenal, MSC, Amazon Business, and others — with product-level displacement opportunities and recommended next-quarter action items.
| Review Section | Data Source | Auto-Generated |
|---|---|---|
| Executive Summary | SAP + Salesforce + Tableau | Yes — with trends |
| Category Performance | SAP S/4HANA (since 2020) | Yes — by product line |
| E-Commerce Analytics | Grainger.com platform | Yes — adoption metrics |
| Competitive Landscape | FAR field reports + CRM | Yes — displacement opps |
| Growth Action Items | AI analysis layer | Yes — prioritized list |
Caterpillar Aurora posted strong Q4 results driven by expanded Safety & PPE penetration and KeepStock vending deployment on the manufacturing floor. Share of wallet at 72% represents a 4-point increase from Q3, with remaining 28% split between Fastenal (18%) and Amazon Business (10%).
| Product Category | Q4 Rev | vs Q3 | Share |
|---|---|---|---|
| Safety & PPE | .6M | +14% | 33% |
| Motors & Power Trans. | .1M | +6% | 23% |
| Metalworking | $860K | +8% | 18% |
| Lighting & Electrical | $720K | +11% | 15% |
| Material Handling | $520K | +3% | 11% |
FARs are required to produce monthly reports covering account performance, product trends, competitive activity, and quota progress. These are assembled manually from multiple systems, consuming 6-10 hours weekly across an 85-account portfolio.
The Territory Intelligence Report replaces manual monthly reporting with AI-generated briefs that combine account performance, competitive intel, and market data into actionable territory snapshots for each FAR.
AI-powered call prep, competitive intel summaries, product recommendation suggestions, and account plan drafts — tailored to each FAR's 85-account portfolio and industry verticals.
Performance by product category across each account — Safety, Lighting, HVAC, Motors, Metalworking, Material Handling — with e-commerce adoption rates and KeepStock utilization alerts.
Structured competitive notes — Fastenal, MSC Industrial, Amazon Business, HD Supply, Ferguson activity — with spend leakage quantification and displacement playbooks.
The Territory Intelligence Report draws from Grainger's existing data infrastructure — no new systems required.
Core transaction data since the 2020 migration. Order history, pricing, inventory levels, customer master data, and margin analytics across all product categories.
Account contacts, visit history, opportunity pipeline, relationship mapping, and account plan data for call prep and strategic planning.
Customer browse behavior, search queries, cart abandonment, reorder patterns, and product affinity data. Rolling 24-month history enables trend analysis and predictive recommendations.
Territory KPI dashboards, branch performance scorecards, quota attainment tracking, and commission impact modeling — connecting deal structure to FAR compensation outcomes.
| System | Data Available | History |
|---|---|---|
| SAP S/4HANA | Orders, pricing, inventory, margin analytics | Since 2020 |
| Salesforce CRM | Contacts, opportunities, visit logs, pipeline | Current |
| Grainger.com Analytics | Browse, search, cart, reorder, product affinity | Rolling 24 months |
| Tableau BI | Territory dashboards, KPI scorecards, trends | Since 2018 |
| Vistex Compensation | Quota attainment, commission, incentive tracking | Current FY |
The same content must serve FARs, Branch Managers, VP Sales Operations, and customer-facing personas — Facility Managers, Procurement Directors, Safety Managers, and Plant Managers — each with different priorities, language, and depth requirements. The Persona Engine adapts output to the reader.
The Persona Engine sits between data and presentation, transforming content based on audience context.
All Grainger intelligence — account data, product performance, competitive intel, e-commerce analytics, KeepStock utilization — enters a unified content layer.
User selects or system detects the target audience: Facility Manager (uptime), Procurement Director (cost), Safety Manager (compliance), or Plant Manager (continuity).
The engine adjusts language, metrics emphasis, product positioning, and visual format to match persona expectations and decision-making authority.
All persona-adapted outputs pass through compliance guardrails — no incorrect safety ratings, no unapproved product claims regardless of audience.
Each persona lens unlocks specific workflow improvements for different customer-facing scenarios.
Equipment availability, preventive maintenance schedules, product lifecycle data, KeepStock vending utilization, and emergency supply chain response times. Positions Grainger as the operational continuity partner.
Spend consolidation opportunities, volume pricing tiers, contract compliance, tail-spend analysis showing Amazon Business leakage, and projected savings from Grainger single-source agreements.
PPE compliance tracking by job role, OSHA recordable incident trends, arc flash protection specifications (NFPA 70E), safety audit preparation materials, and regulatory change alerts.
Critical spare parts availability, mean time to delivery for emergency orders, vendor performance scorecards, planned shutdown inventory planning, and production downtime risk assessment.
In industrial distribution, recommending the wrong PPE rating, incorrect electrical specification, or non-compliant safety equipment can result in workplace injuries, OSHA citations, and significant liability. For Grainger, product safety compliance is the foundation of every customer interaction.
Every piece of customer-facing content generated by MojoMosaic is sourced exclusively from approved product specifications, safety data sheets, and Grainger technical documentation through Retrieval-Augmented Generation (RAG).
RAG retrieval limited to verified product specifications, Safety Data Sheets (SDS), manufacturer technical bulletins, UL/CSA certification data, and Grainger-approved marketing materials. No open-web content.
All generated content requires human review before delivery. FARs approve product recommendations; product specialists review safety-critical specifications for PPE and electrical equipment.
Every generated document tracks source citations, specification verification status, approval timestamps, user identity, and version history. Full traceability for safety inquiries and liability protection.
Rolling out compliance guardrails across MojoMosaic's Grainger deployment.
Index all product specifications, Safety Data Sheets, manufacturer technical bulletins, UL/CSA certification databases, and Grainger-approved marketing materials into the RAG knowledge base.
Define hard boundaries: no incorrect safety ratings, no unapproved specifications, no hallucinated compliance certifications. Configure OSHA and NFPA validation flags for safety-critical product recommendations.
Establish approval gates — FAR self-review for standard outputs, product specialist review for PPE recommendations, electrical specifications, and safety-critical equipment selections.
Deploy continuous monitoring for specification accuracy, safety rating consistency, and approval completion rates. Monthly compliance reports for Grainger product safety and legal teams.
Account Intelligence provides on-demand deep profiles for any manufacturing plant, government facility, healthcare campus, or commercial building — from Grainger's largest national accounts to the mid-market growth targets in each FAR's 85-account portfolio.
Each account intelligence report delivers a comprehensive profile for call prep, account planning, and relationship expansion.
Complete purchase history by product category, e-commerce adoption rate, KeepStock utilization, contract compliance status, and year-over-year spend trends from SAP S/4HANA.
Competitive products and suppliers currently used by the account — Fastenal vending, MSC tooling, Amazon Business tail spend — with share-of-wallet estimates and displacement opportunities.
Product category gaps, under-penetrated verticals (e.g., Safety in a Metalworking-heavy account), and recommended next-best-category suggestions with estimated revenue impact.
Key decision-makers by role — Facility Manager, Procurement Director, Safety Manager, Plant Manager — buying authority levels, relationship history, and visit log from Salesforce.
The system aggregates data from multiple Grainger sources and enriches it with external intelligence to build a complete account picture.
Pull account records from SAP S/4HANA, Salesforce CRM, Grainger.com analytics, and Tableau BI. Normalize across systems for a unified account view with 2M+ SKU context.
Layer in public facility data, industry vertical context, OSHA inspection history, and competitive vendor signals to complete the profile.
AI identifies product category gaps, share-of-wallet expansion potential, competitive displacement opportunities, and KeepStock vending deployment candidates.
Delivers a FAR-ready account brief with talking points, recommended product categories, competitive positioning, and suggested next steps — all specification-compliant.
Grainger operates across five regions — Northeast, Southeast, Midwest, West, and Canada — with 331 branches, each with different industry concentrations, competitive landscapes, and operational rhythms. Standardization ensures quality without losing local context.
A unified framework built on existing Grainger processes — account reviews, territory plans, and competitive playbooks — enhanced with AI automation.
Same KPIs, same report structure, same data definitions across Northeast, Southeast, Midwest, West, and Canada. Enables true apples-to-apples regional comparison and performance benchmarking.
New FARs learn one system, one workflow, one report format. Reduces ramp time from 12-18 months to 6-9 months and ensures consistent output quality from day one.
Standardized templates automatically adapt to regional industry concentrations, competitive dynamics, and branch-specific product mix strengths. Framework is consistent; content is local.
Deploying standardization across Grainger's regions in phases, starting with existing workflows and expanding to full AI automation.
Catalog current account review templates, territory reporting formats, and pitch deck approaches across all five regions and 331 branches. Identify top-performing branch practices.
Build standardized templates that preserve regional best practices while establishing consistent KPIs, data definitions, and report structures. Align with SAP S/4HANA data taxonomy.
Deploy to Chicago Metro first (recommended: dense manufacturing corridor, strong SAP data, 10-15 FARs). Gather FAR and branch manager feedback. Iterate.
Roll out to remaining regions with region-specific adaptations. Align with Grainger's quarterly compensation cycle for maximum adoption and FAR buy-in.
We propose a focused pilot deployment targeting Grainger's highest-value use case — empowering FARs in Chicago Metro with AI-generated account reviews and territory intelligence tools.
Contained pilot proves value before broader deployment across 331 branches. No disruption to existing workflows — MojoMosaic augments, it doesn't replace.
Clear metrics: 4-6 hours/week reclaimed per FAR, margin optimization potential of 30-80 bps, and 12-20% reduction in forecast error. Target: move quota attainment from ~55% toward 65%+ in pilot group.
Illustrative projections based on industry benchmarks and Grainger planning assumptions. Actual results depend on implementation scope and data quality.
Getting from this presentation to a working pilot takes three conversations and one data connection.
30-minute call with Grainger sales operations leadership to align on pilot region, FAR selection, and priority use cases. Identify SAP S/4HANA and Salesforce data access requirements.
Establish read-only connections to SAP S/4HANA, Salesforce CRM, Grainger.com analytics, and Tableau BI. Ingest product specification corpus and safety data sheets for RAG knowledge base.
Grainger product safety and legal teams review the RAG corpus, guardrail configuration, and human approval workflow. Validate specification accuracy for safety-critical categories.
Deploy to Chicago Metro FARs with training, support, and weekly feedback loops. 90-day measurement period with bi-weekly check-ins and quota attainment tracking.
From first meeting to full deployment in 6 months — with a working pilot delivering value within the first 90 days.
Align on scope, select Chicago Metro pilot cohort, map SAP S/4HANA and Salesforce data sources, and schedule product safety compliance review.
Connect SAP, Salesforce, Grainger.com analytics, and Tableau. Ingest product specification corpus. Configure compliance guardrails. Build Chicago Metro content.
90-day pilot with 10-15 FARs. Bi-weekly check-ins, usage tracking, quota attainment monitoring, and iterative refinement based on field feedback.
Roll proven tools to Northeast, Southeast, West, and Canada. Align with Grainger's quarterly compensation cycle for maximum adoption across 331 branches.
Once the review engine is validated, the next layer activates across the revenue stack.
Your field reps speak 4 languages. Does your pitch?
Ask us about this ->You sent this deck 3 days ago. Here is what they actually read.
Ask us about this ->Based on session behavior, we score deal momentum in real time.
Ask us about this ->Drop in distributor data. Build the QBR in 90 seconds.
Ask us about this ->Every interaction and every slider move can sync to Salesforce.
Ask us about this ->Their logo, their colors, their domain. One config file.
Ask us about this ->Enter your company website. We will analyze the page to extract draft brand signals and build tailored qualification questions.
Review the extracted company snapshot, then answer 3 short questions so we can prioritize your portal build.
Share your details and we will build your tailored portal draft. You will receive a follow-up in 48 hours.
