The Nearest Opportunity Is with a Client You Already Have. BOOTIQ Finds It in the Data.

BOOTIQ has clients it has worked with for years. Project managers understand their business best, because they are in contact with them every week, and that is exactly why they know the most about them in the company. What they were missing until now was a systematic overview of what is happening at the client outside the joint projects.

A new IT manager, an approved budget for next year, a tender for a new web portal, a new technology deployed by someone else. These things can only be caught if someone watches for them continuously. BOOTIQ decided not to leave this to chance and to the attention of individuals. It wanted to support this part of the process with data.

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The greatest value is created when sales and delivery work as one team. With BizMachine, our project team has information in advance, knows about changes immediately and can come with a solution before the client asks for it.

Maroš KövérBusiness Operations ConsultantBOOTIQ

A second question relates to the same portfolio. BOOTIQ is preparing to launch a new product, and its existing clients are naturally the first group for it. But an “existing client” is not one category: one client would want the product and does not know that BOOTIQ makes it; for another, it makes no sense in their situation. Approaching everyone in the same way does not work in either case.

BOOTIQ answers both questions with one tool: the BizMachine MCP connector, which brings data from the BizMachine workspace directly into the AI assistant it works in.

About the Client

First Question: What Is Changing at Clients

BOOTIQ has its client portfolio together in the connector and has their company changes tracked. Each type of signal answers a question that a project manager would ask anyway. They would just have to look for the answer themselves, and later.

What BOOTIQ Tracks

Hiring in IT can mean growth as well as a move to an in-house solution. Combined with a new technology on the website, it is a clear signal: instead of a rushed sales offer, it is time to discuss where and how BOOTIQ can make the most sense for the client going forward.

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The connector goes through the whole portfolio and shows exactly what has changed, whether it is a new IT manager, a tender for a website or a newly deployed technology. Usually once a week, the salesperson runs a report in their preferred AI tool, makes a first assessment of the change and passes it on to the project manager. The project manager then looks at the situation in detail from a delivery point of view, and together they have a concrete reason to contact the client several months earlier than the information would otherwise reach them, if at all.

Maroš KövérBusiness Operations ConsultantBOOTIQ

Second Question: Who Should Be Offered the New Product First

Which clients could be good beta users? Which clients are better not to target at the first launch? To answer this, BOOTIQ had the MCP connector put together a setup for AI Prioritization, which gives each client a value from 0 to 100 based on how well the new product fits them.

Maroš Kövér did not write a filter or a list of criteria, but described the product the way one would explain it to a colleague and added the logic for deciding the ranking. The connector found the matching data in the BizMachine workspace and turned the description into specific data points that Prospector actually contains. The resulting setup can then be run in Prospector with one click.

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I do not need to know in advance what data I need for the ranking. I describe the product in my own words, add the logic I want to prioritize by, and the connector puts together the whole setup, including the data that belongs to it. It took me a few minutes. By hand, I would spend five to ten minutes on each client before I went through it and decided whether the use case fits.

Maroš KövérBusiness Operations ConsultantBOOTIQ

The ranking gives salespeople a basis for deciding: for whom the new product makes sense right away, for whom to wait for a signal from the first question, and whom it is not worth approaching at all.

Where BOOTIQ Is Taking Its Sales Work Next

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The connector is one of the core data sources of our sales engine and one of the leading tools in our stack. It brings external data directly into the AI assistant where the team works with it every day, and where it helps us add the context we need for other tools and for our own know-how. This way, we have everything together in one place.

Maroš KövérBusiness Operations ConsultantBOOTIQ

Key Takeaways

The MCP connector is switched on by an administrator in the workspace. Your assistant then has Prospector data and signals available where you already work.