Revolutionizing document research for sales using generative AI
How a tech company in the USA leveraged AI to simplify document analysis and improve efficiency
In 2024, the client’s global sales operations team faced the growing challenge of efficiently analyzing vast sets of research papers and documents to support account representatives. The manual process was time-consuming, inconsistent, and limited their ability to make data-driven decisions swiftly, affecting competitiveness in high-growth markets.
Key challenges
Time-consuming research for sales representatives
Difficulty in finding relevant citations quickly
Limited ability to explore multiple perspectives
Inconsistent insights across global teams
The solution
Knowledge intelligence
Summarize research papers
Answer open-ended queries
Provide cited references
Decision support
Multi-perspective analysis
Faster actionable insights
Seamless user interaction
1
AI development
GenAI model training
Tuning to domains
API integration
2
User enablement
Interactive interface
Seamless query experience
Efficient document upload
3
Validation and showcase
Live testing
Client acceptance
Featured at global AI conference
Research efficiency
Faster access to insights
Summaries reduce reading time
Relevant data instantly available
Decision making
Informed, faster choices
Consistency across teams
Broader perspective on research
