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Case Studies

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Revolutionizing document research for sales using generative AI

Revolutionizing document research for sales using generative AI

Revolutionizing document research for sales using generative AI

How a tech company in the USA leveraged AI to simplify document analysis and improve efficiency

How a tech company in the USA leveraged AI to simplify document analysis and improve efficiency

The challenge

The challenge

Inefficient knowledge access leading to information overload and limiting sales

Inefficient knowledge access leading to information overload and limiting sales

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

Acceleration through GenAI knowledge assistant with smart document analysis

Acceleration through GenAI knowledge assistant with smart document analysis

Knowledge intelligence

Summarize research papers

Answer open-ended queries

Provide cited references

Decision support

Multi-perspective analysis

Faster actionable insights

Seamless user interaction

Implementation approach

Implementation approach

1

AI development

  • GenAI model training

  • API integration

  • Tuning to domains

2

User enablement

  • Interactive interface

  • Seamless query experience

  • Efficient document upload

3

Validation and showcase

  • Live testing

  • Client acceptance

  • Featured at global AI conference

The impact

The impact

Sales research transformation with faster knowledge access and insights

Sales research transformation with faster knowledge access and insights

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

All rights reserved © 2025 Fractal Analytics Inc.

Registered Office:

Level 7, Commerz II, International Business Park, Oberoi Garden City,Off. W. E.Highway, Goregaon (E), Mumbai City, Mumbai, Maharashtra, India, 400063

CIN : U72400MH2000PLC125369

GST Number (Maharashtra) : 27AAACF4502D1Z8

All rights reserved © 2025 Fractal Analytics Inc.

Registered Office:

Level 7, Commerz II, International Business Park, Oberoi Garden City,Off. W. E.Highway, Goregaon (E), Mumbai City, Mumbai, Maharashtra, India, 400063

CIN : U72400MH2000PLC125369

GST Number (Maharashtra) : 27AAACF4502D1Z8

All rights reserved © 2025 Fractal Analytics Inc.

Registered Office:

Level 7, Commerz II, International Business Park, Oberoi Garden City,Off. W. E.Highway, Goregaon (E), Mumbai City, Mumbai, Maharashtra, India, 400063

CIN : U72400MH2000PLC125369

GST Number (Maharashtra) : 27AAACF4502D1Z8