Overview
SalesForce Pro partnered with us to develop an AI-native CRM that predicts deal outcomes, automates critical follow-ups, and optimizes sales strategies in real-time. This platform transformed their sales cycle, moving from reactive management to proactive, data-driven execution.
The Challenge
Inconsistent Forecasting
Sales teams struggled with manual, subjective forecasting, leading to a 40% inaccuracy rate in quarterly projections and poor resource allocation.
High Rep Attrition & Burnout
Reps spent over 60% of their time on administrative tasks and manual follow-ups, leading to low job satisfaction and a high annual attrition rate of 25%.
Missed Upsell Opportunities
Lack of a unified view and predictive analytics meant that high-potential upsell and cross-sell opportunities were frequently missed, capping account growth.
Our Solution
AI-Powered Deal Prediction Engine
Implemented a machine learning model that analyzes over 100 data points per deal to provide a real-time probability of closing, increasing forecast accuracy to 95%.
Automated Follow-up Workflows
Developed a smart automation layer that handles all routine follow-ups, scheduling, and data entry, freeing up sales reps to focus purely on high-value interactions.
Dynamic Sales Strategy Optimization
The platform provides prescriptive recommendations on the next best action for every deal, guiding reps on which leads to prioritize and what content to use.
Unified Customer Data Platform (CDP)
Integrated all customer touchpoints (email, calls, web activity) into a single, clean data source, enabling a 360-degree view for personalized engagement.
Technologies Used
The Predictive Sales Platform is a game-changer. We moved from guessing to knowing, and the 3x pipeline growth speaks for itself. Our sales team is happier and more effective than ever before.