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Case Study: Boosting Sales Team Efficiency with Automated Customer Intelligence

By August 1, 2024No Comments

Overview

Our client, a leading global technology services firm, aimed to empower their enterprise sales teams with Generative AI based high-value signals from earnings reports and other market data. They wanted account leaders, like those managing the Apple enterprise account, to receive the latest updates without extensive searching. This included performance metrics from the last quarter and announcements on new initiatives.

Challenge

The corporate strategy & sales enablement team faced two main challenges:

  1. Automated Analysis: They needed to analyze earnings reports for 500 companies to extract valuable signals automatically.
  2. Efficient Distribution: They required a system to deliver these signals to the sales team without requiring them to log in or search for information.

Solution

Bloom AI’s GenAI-powered market intelligence solution, DYSTL provided an effective solution by:

  • Automated Synthesis: Synthesizing earnings reports from 500 publicly listed companies, identifying key insights for the quarter and highlighting changes from the previous quarter.
  • CRM Integration: Triggering summaries and insights from earnings transcripts directly to relevant sales teams as soon as the insights became available. When a new company was added to the CRM, sales teams automatically received earnings insights for that company in their inbox.

Conclusion

The DYSTL platform has delivered significant benefits for our client:

  • Automated Insights: The sales team stays informed about clients and prospects, helping them identify new opportunities and risk signals.
  • Ease of Use: The platform requires no change management, making it easy for the sales team to adopt.
  • Readable Insights: Insights come in a simple, comprehensible format, eliminating the need for lengthy slide decks.

DYSTL streamlines processes, enhances efficiency, and provides actionable insights on earning transcript using GenAI, driving better client engagement and opportunity identification. The sales team saved 4-5 hours per user per month with this initiative.

To learn more about DYSTL, please visit Advanced Market Intelligence Solutions Platform | Bloom AI or contact us at info@bloomai.co