In fast-paced B2B environments, sales success depends on having a detailed understanding of customers. But many sales teams spend more time searching for information than speaking to their clients! Even with the best CRM in the world, it is time consuming for teams to refresh their memories of previous conversations and get the information they need to make a sale.

Our client, a global industrial manufacturer, asked us to solve this problem. We developed a chat-based agent that allowed sales teams to access relevant context instantly, leading to a 65% reduction in prep time, with no tedious manual data entry into a CRM tool.

By saving so much time on data-entry, this tool meant we could focus on the most crucial part of CRM - understanding human motivations and developing strategies.

— Sales Director, Global Industrial Manufacturer

Data Trap

Sales organizations are under increasing pressure to deliver personalized, data-backed campaigns, but most existing CRM systems are not up to the task. In reality, reps avoid using these tools due to the time required and the complexity of using the system, leading to data gaps, and missed opportunities.

Our client asked us for a solution that would allow sales reps to work in an intuitive way, using simple easy-to-use chat environments, but still gain the depth and precision that comes from the most detailed CRMs.

Conversational CRM

QuasiScience built a conversational agent that integrates directly with the company’s IT architecture. It offers:

• Conversational interface: Sales reps simply message the tool to receive insights, summaries, or data drawn from relevant project documents.
• Automated context retrieval: Our tool identifies the client or topic being discussed and automatically finds relevant documentation.
• Automatic data recording: Data is automatically captured and organized, ensuring accuracy without manual input.

Impact

Our tool had an immediate on efficiency and sales performance:

• 65% reduction in prep time
• Access to consistent, complete data, captured automatically from conversations
• Sales teams focused on strategy, not data-entry and retrieval
• A 5% increase in sales in the first six months

Our tool turned sales preparation from a chore into a strategic capability, so sales teams could focus on relationships, not record-keeping.

Conversational intelligence is not just for sales teams. The same framework can be used for automatic retrieval of testing documentation; maintenance records; or order histories; meaning there are applications in every business area from R&D to customer service. Does your team have a data retrieval problem? Get in touch to find out how we can help.