Case study · SaaS · Generative AI on AWS
iSEEit Automated Sales Reports and Deal Summaries with Amazon Bedrock and Amazon SageMaker
iSEEit, an opportunity management solution, wanted to add AI capabilities to its platform to improve sales efficiency and decision-making. Using AWS GenAI, it aimed to streamline processes, automate tasks and give sales teams deeper insights.
- Automated stage reports
- Deal summaries from long documents
- Key decision-makers identified
The Challenge
Manual Data Analysis
Sales teams spent significant time analyzing deal data and generating reports by hand.
Inefficient Opportunity Management
Identifying key decision-makers and writing personalized messages took a lot of time.
Limited Real-Time Insights
Traditional reporting methods slowed access to actionable insights.
The Solution
HabileLabs worked with iSEEit to build a GenAI solution into the platform using AWS services.
Automated report generation
Detailed Stage Reports
Amazon Bedrock foundation models generate detailed milestone reports and summaries, reducing manual reporting.
Automated report generation
Customizable Report Templates
Amazon SageMaker trains and deploys AI models tailored to sales data, enabling predictive insights and business trend analysis.
Intelligent data summarization
Key Point Extraction
Amazon Bedrock extracts key points from long documents such as proposals and contracts.
Intelligent data summarization
Deal Summaries
Amazon SageMaker generates concise deal summaries that support communication and decision-making.
Advanced prospect identification
Identifying Key Decision-Makers
Amazon Bedrock foundation models identify key decision-makers in target organizations so sales teams can prioritize outreach.
Advanced prospect identification
Personalized Messaging
Amazon SageMaker supports AI models that personalize messages to the specific needs and pain points of decision-makers.
Business Impact
What changed for iSEEit's sales teams.
Higher Sales Efficiency
Automated tasks and simpler processes reduced manual effort, so sales teams can focus on strategic work.
Better Decision-Making
Real-time insights and recommendations help sales teams make informed decisions and prioritize high-potential opportunities.
Shorter Deal Cycles
Faster identification of decision-makers and personalized outreach shortened sales cycles and increased conversion rates.
Better Customer Experience
Tailored messaging and proactive engagement improved customer satisfaction and loyalty.
Conclusion
Planning something similar?
By building Amazon Bedrock and Amazon SageMaker into iSEEit, HabileLabs helped sales teams spend less time on manual work. The solution streamlined operations and improved sales performance, revenue growth and customer satisfaction, and iSEEit and HabileLabs continue to look for new ways to apply AI to sales.