For any sales engineer, sales person or a consultant, proposal generation tailored to customer needs is the bread and butter of his or her professional life. Based on the stage of the proposal, it might take anywhere from tens of minutes to tens of hours to go through all the steps required to create a powerful and effective proposal. If the sales team skimps on the time, quality of the presentation suffers.
- Discover the relevant content
- Tailor it to the current opportunity/audience
- Collect insights from the audience to not only improve the current proposal but also reuse this knowledge for future similar proposals by peers.
Causes for the Business Problem
AI (Assisted Intelligence) for Information Discovery
To enable the fast discovery of the quality information while a proposal is being tailored, an ideal solution would need the following characteristics,
While this paper focused on first stage (Information discovery), AI can help in the other stage too. “Follow” this thread to learn more about that in the upcoming posts.