AI Sales Intelligence
activeAn AI account-research pipeline that turns hours of manual research per customer into a ranked, explainable assessment for a leading robotics manufacturer's sales organization.
What it is
An AI account-research pipeline for a leading robotics manufacturer's sales organization. It turns hours of manual research per account into a ranked, explainable assessment. The initiative is sponsored at board level.
What I did
- Designed the solution in pre-sales, then led the four-person team that built it as tech lead, and presented the PoC to the client's board.
- Built a staged pipeline (CRM data, web research via the Anthropic API, ontology-driven scoring, recommendation) with two-tier model routing at about $1 per account.
- Made every score traceable end to end, from raw account facts to the final assessment, and backed it with a sales-confirmed golden set for zero-cost regression tests.
Outcome
The PoC landed in about two months, on schedule: one assessment takes about 7 minutes. I am now leading the move to production, scaling it from 78 accounts toward global availability across the client's sales organization.