Impact Story

Increasing Client Meetings by 110% With AI-Powered Sales Insights for the World's #1 CRM Company

“Creating personalized marketing pitches by leveraging an in-house recommendation engine and internal propensity-to-buy model, while accounting for uncertain marketing conditions and flexibly catering to different employee levels.”

Sales Ops

AI-Powered Insights

Recommendation Engine

Propensity to Buy

Meet OUR CLIENT

The world’s #1 CRM company. Their cloud-based software helps businesses connect with customers to find more prospects, close more deals, and deliver great service, serving over 1,50,000 companies worldwide.

THE CHALLENGE

The client aimed to create personalized marketing pitches by leveraging their in-house recommendation engine and an internal propensity-to-buy model. The marketing communications had to account for the impact of uncertain marketing conditions and flexibly cater to different employee levels.

OUR SOLUTION

TECHNOLOGY

Snowflake, AWS, Python, Apache Airflow, ChatGPT

IMPACT

Measured across 5,000 employees, comparing a treated group against a control group: the treated group sent 84% more emails, conducted 110% more client meetings, and had 44% more visits to the employee portal.

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