AI sales prep and next-best recommendations
An AI chatbot plus ML product recommendations that turn hours of account research and proposal prep into minutes—now used by 100+ sales reps.
100+
Sales reps using it in day-to-day prep
Challenge
Sales reps manually identified products, researched customer context (including recent news and priorities), and packaged tailored pitches into presentations. Quality was inconsistent, turnaround was slow, and the process did not scale across the team.
What we did
FocusKPI built an AI-powered chatbot to automate end-to-end sales preparation. Product recommendations came from a FocusKPI machine learning model—replacing reliance on individual rep intuition—while the assistant summarized customer insights and generated presentation-ready materials. Continuous feedback from sales teams improved relevance and usability over time.
Results
Proposal creation dropped from hours to minutes, with strong adoption across 100+ reps. Consistency and quality improved, reps spent more time selling, and the engagement expanded to include an AI-powered sales agent for further automation.
“FocusKPI improved how our sales team shows up to our customers—account meeting prep that used to take hours now happens in minutes, with better quality and consistency.”
Why it worked
The solution was embedded in existing sales workflows—not a separate portal—so adoption was rapid, feedback loops were continuous, and the ML recommendations stayed tied to how reps actually sell.
Discuss a similar engagement
We typically start with a scoped proof of concept before production deployment.