Streamlining Sales Queries with AI Bots for a Logistics Company

Executive Summary

A major shipping company, grappling with a fragmented sales process involving multiple teams and systems, sought to streamline pipeline conversion and boost automation.

To tackle the challenge, the team at Factspan developed Sales Copilot, which empowered their 5,000-strong sales force with intelligent assistants. The solution resulted in a remarkable improvement, faster deal closures, and increased cross-selling/upselling opportunities, translating to significant revenue gains.

Factspan developed an ETL pipeline to process data from 20+ marketing channels, multiple data sources & formats, and across 4 regions. The results are then visualized in a report using an algorithm. The solution reduced manual effort by 85% and provided valuable insights into the conversion rate of customers acquired through paid search, search engine optimization, email, display, radio, TV, affiliate, etc. The results were presented in a visually appealing manner via dynamic email reports, enabling the client to make informed business decisions based on meaningful data insights.

About the Client

Due to its presence across the globe, the organization grappled with a lengthy and fragmented sales process. With multiple teams, various systems, and manual information transfers, generating quotes and contracts for high-value customers took an average of 13 days.

This inefficiency hampered pipeline conversion and sales productivity, hindering revenue growth.

Business Challenge

Due to its presence across the globe, the organization grappled with a lengthy and fragmented sales process. With multiple teams, various systems, and manual information transfers, generating quotes and contracts for high-value customers took an average of 13 days. This inefficiency hampered pipeline conversion and sales productivity, hindering revenue growth.

Our Solution

Factspan developed Sales Copilot to address the fragmented sales process, aiming to streamline operations, boost productivity, and increase revenue through AI-powered sales assistance.

The Sales Copilot addressed this challenge through two intelligent assistants:

• Sales Conversation Agent: Leveraging sales analytics, this AI-powered agent provided real-time answers to sales rep queries based on the conversation stage, accelerating deal progression.

• Sales Savvy Bot: Equipped with machine learning, this bot analyzed existing customer data, recommending additional products/services for cross-selling and upselling, fostering deeper customer relationships and unlocking revenue potential.

Business Impact

• Quick responses, tailored suggestions enhance customer loyalty
• Sales Copilot integrates seamlessly, empowering 5,000 users
• 30% productivity boost yields cost savings, boosts sales
• Sales Savvy Bot offers data-driven product recommendations