First, give conclusions that can be used for decision-making
The initial AI sales assistant task should satisfy values, data, risks and apply four conditions at the same time. The value comes from saving preparation time, reducing omissions or improving the completeness of information; the data includes customer business opportunities, conference mail, product cases and policy information; the risk depends on whether the output is directly committed to the outside world; adoption requires the assistant to be embedded in the existing work portal for sale. The summary of the meeting and to-do withdrawal are usually easily reviewed and suitable for first doing; automatic price revisions, the dispatch of a contract or judgement that the client's credit is more influential should be maintained.
What conditions need to be identified before judgement is made?
The same question may have different answers under different business, data and project phases. It is suggested that the following conditions be checked and that the common findings on the web be incorporated into their own projects.
Suggested order of advance
First, we'll be clear about the target and the border.
The list of duplicate tasks in preparation, communication, recording and follow-up of sales.
Validation Key Dependence
First-stage screening by frequency, value, data and risk.
Development of assessable outcomes
The PoC was completed with a dissensitized history mission and manual modifications were recorded.
Make sure you decide the next step with the real results.
The greyscale was used by the Panel and was extended according to the use and quality of the decision.
How do you understand it in the actual business?
The first-stage assistant is required to read authorized audio-translation and business-related information, generate summary and to-do, and write back after the sale has been confirmed. The project does not automatically send the client's mail, nor changes the business-time phase and amount. The examples do not represent the performance of a particular client, and the actual conclusions need to be verified in conjunction with the enterprise's own business volume, sample, system and liability boundaries.
The easiest pit to step on.
To show the ability to cover all sales at once.
Without CRM context, it's a business opportunity that I'm asking for.
Only the number of times generated, without reference to whether or not sales are used and modified
How should we end up receiving and confirming?
Fixed samples should validate summaries, to-dos, knowledge references, client privileges and CRM writing back, comparing manual time, modification ratio, omission and adoption.
When preparing to communicate with suppliers or internal teams, it is recommended that current processes, representative samples, existing systems, planning time and budget levels be brought. First, the unknown items are clearly marked, and then the decision is made to use diagnostics, PoC, fixed-range projects or ongoing research and development, which is usually more reliable than a direct demand for a price and duration without borders.