Enhancing Sales Effectiveness through Next Best Action Recommendation

Next Best Recommendation App Illustration
Solution AI-Powered Sales Rep Assistant
Solution AI-Powered Sales Rep Assistant
Industry CPG
Region US
Technology Microsoft Azure
Context
In the fast-paced consumer goods industry, sales representatives play a crucial role in driving revenue by managing store relationships, recommending products, and ensuring compliance. However, their decision-making is often based on intuition rather than data-driven insights. Manual reporting from store visits is time-consuming and lacks actionable intelligence, limiting the ability to optimize sales strategies.   To maximize efficiency, sales teams need real-time insights on which stores to visit, the best timing, and the right stakeholders to engage with for effective negotiations. Leveraging data-driven solutions can transform sales operations, enabling smarter decisions that drive higher sales and better market penetration.
Problem statement

Sales representatives in our client’s organization are assigned day-to-day tasks such as product recommendation, negotiation with store managers, verifying product compliance, and more to enhance sales results. Gathering insights from each store visit and creating daily reports is a manual and time-consuming task that does not yield data-driven results. Furthermore, they need data-driven insights to answer critical questions such as which store to visit at what time, which product to sell, whom to have the right conversation with to negotiate better, and more. Often, these decisions are based on assumptions that are neither ideal nor create significant impact. 

To tackle this challenge, MathCo helped the client enterprise build a conversational platform powered by MathCo’s proprietary chatbot, RepGPT, to assist representatives in gaining deeper insights, enabling better decision-making and reporting.

Impact

  • Enhanced sales intelligence and increased sales volume while reducing the cost-to-serve
  • Visited over five additional stores daily through RepGPT recommendations 
  • Decreased time-to-value by 15% by optimizing sales representative’s functions through recommended next best action 
  • Assigned an additional 40 outlets per representative as compared to their previous targets 
  • Enabled more intelligent and effective conversations with store managers 
  • Set up a scalable and reliable framework that could be utilized by newly onboarded sales representatives 

Access the Case Study to Learn More about This Partnership

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