[ Use Case ]

Scoring Sales Opportunities with the digital assistant “Fred”

In this video, we use an example from construction object qualification to demonstrate how the evaluation of sales opportunities with the digital assistant “Fred” works:

Not all leads are created equal

Tracking and evaluating sales opportunities is one of the most important and demanding challenges facing sales companies. Leads and opportunities must first be gathered from various sources, manually transferred to the company’s own database and then objectively evaluated. Tracking and evaluating sales opportunities is one of the most important and demanding challenges facing sales companies. Leads and opportunities must first be gathered from various sources, manually transferred to the company’s own database and then objectively evaluated. As the number of employees involved in the process increases, the assessments differ more and more, which often means that the results are barely comparable.

Augmented Intelligence provides a solution

Our digital assistant “Fred” resolves this issue: he collects sales opportunities from various sources and evaluates them based on objective criteria that you define yourself in advance. You can assign scores to numerical values (e.g. sales potential) or specific keywords. “Fred” ensures that sales opportunities are not only evaluated in a standardized manner, but also quickly: The digital assistant takes less than three seconds to assess and evaluate 100 sales opportunities.

„Fred“ evaluates

100

Opportunities

in less than

3

seconds

More than just Scoring

The digital assistant not only collects leads and opportunities in order to subsequently evaluate them: it can also process the data so that it can be interpreted by all common AI language models such as ChatGPT or Microsoft’s Copilot. Thanks to a separate AI language model that uses Retrieval Augmented Generation, “Fred” can also become a chatbot himself and answer semantic questions about your opportunities comprehensively.

In addition, the digital assistant provides extensive information on each sales opportunity. For example, addresses that can be displayed via an integrated map function or further details about the potential customer. A proximity search prevents duplicate entries from entering the system if the same sales opportunity has been entered from different sources.

“Fred” can be seamlessly integrated into your existing workflow: The clear lists that the digital assistant creates can be transferred directly to your company’s CRM system, sent by email or exported as an Excel file. This keeps you and your colleagues perfectly connected without time-consuming coordination and allows you to focus on the opportunities that are of most interest to you.

No training needed

The digital assistant “Fred” compiles information from very different sources (e.g. tender portals, HR and accounting, merchandise management, Excel, SAP, etc.). This means that every employee can continue working with their familiar programs. The existing IT infrastructure within the company remains untouched. No change management or expensive additional hardware is required.

As with all the functions that “Fred” offers, our Augmented Intelligence principle also applies here: the digital assistant does not decide over the heads of those involved; he just provides them with the information they need to make an informed decision. Ultimately, however, it is always the human being who makes these final calls!