Revolutionizing Sales with Generative AI: Introducing Slalom's Salesforce GenAI QTC Accelerator

Everything’s great! Except where it isn’t

As some of the world’s leading QTC system experts we can confidently say QTC systems are in the best place they’ve ever been. Salesforce Revenue Cloud has helped revolutionize the QTC processes of thousands of organizations and has allowed unparalleled speed and efficiency in reps processes. However, we now see a new wave of technology that will allow organizations to solve problems that are beyond the capabilities of traditional QTC software.

We see a lot of the same problems pop up that until now haven’t had great standard solutions. Sales managers struggling to make sense of mountains of qualitative customer data spread across different records and systems. Teams struggling to communicate and expose critical information that would help their peers tackle their tasks. Reps spending countless hours combing through notes, contracts and emails, trying to piece together insights to close deals faster. These operational burdens and others traditionally haven’t been able to be offloaded to other teams or systems effectively, straining QTC teams and directly impacting how much time they can spend on revenue generating activities.

A glimmer of hope?

Now Generative AI has burst onto the scene, and our team sees the opportunity to leverage it to build a QTC game changer.  What if we could harness the power of AI to summarize all that qualitative sales data in Salesforce and surface key insights to reps right when they need it?

Enter the Slalom Salesforce Generative AI QTC Accelerator. It's a set of easy-to-use AI-powered tools that plug right into Salesforce Revenue Cloud. The secret sauce is our built-in data summarization capabilities, which we've supercharged to tackle the biggest headaches in the quote-to-cash process. Traditional predictive models and BI tools have long been the go-to for quantitative data, but now with Generative AI we can unlock the hidden contextual value found in the mountains of qualitative data gathered throughout the sales cycle and beyond.

With just a few clicks, our accelerator connects to your favorite AI language model, ingests relevant sales data, and gets to work. It crunches through qualitative info from opportunities, accounts, products and more to deliver clear, actionable insights. And it does it all without you ever having to leave Salesforce while using your trusted AI provider.

Getting to the brass tacks

So what can our accelerator actually do? For starters, the Product Fit Analyzer assesses if the products on a quote fully match the customer's needs found on an opportunity and suggests additional products to fill any gaps.

There's also the Customer Propensity to Buy tool, which surfaces crucial data to help predict how likely an account is to purchase additional certain products based on past buying behavior and account information. It's like getting a crystal ball to see which customers are ripe for an upsell.

But we didn't stop there. The Customer Billing Analyzer scans an account's payment history and flags any large outstanding balances or billing issues. Finance and Sales are often disconnected, and this crucial information slips through the cracks. Imagine how much stronger a position that puts sales reps in during deal negotiations.

And here's the best part - once our accelerator is up and running, you're not stuck with just these tools. We've baked in an easy point-and-click UI that empowers admins to quickly build and iterate on their own AI-powered sales solutions, no coding required. Sky's the limit.

Be the AI champion your organization needs

Since launching the original accelerator, we've helped organizations unleash the power of AI to transform their service processes. But now, we’re ready to bring those same results to revenue critical quote-to-cash processes. As Generative AI keeps maturing, the possibilities to reinvent sales with AI are endless.

Ready to turbocharge your sales engine with Generative AI? Let's talk. Reach out to us at QTCenablement@slalom.com or either of the authors at:

Calvin.Chow@slalom.com

Graham.Toogood@slalom.com

Demo recordings of some pieces of functionality can be found here:

Opportunity - Product Fit Analysis: https://lnkd.in/g5Kc338b

Account - Customer Propensity to Buy: https://lnkd.in/gRXPg5qv