Accelerating Sales Cycles With AI
CLIENT
A U.S.-based telecom provider with more than 6,000 employees. Its enterprise sales division manages hundreds of strategic accounts and prepares dozens of high-value proposals each month. Deals are complex – layered pricing structures, bundled services, and long approval chains.
CHALLENGE
Sales leaders kept running into the same problem: their teams were spending too much time preparing instead of selling.
Customer data was spread across Salesforce, HubSpot campaigns, and email threads. Engagement activities sat in Outreach sequences. Product specs lived in PDFs and wikis, while pricing was kept in separate spreadsheets. A rep preparing for a meeting often opened five or six systems before even starting a brief.
The preparation process was inconsistent. One rep might show up with a detailed client dossier; another would rely on notes pulled from old emails. Proposal creation added even more friction — every request for updated pricing meant another round of copy-paste across systems. New hires leaned heavily on sales engineers to navigate the product catalog, slowing down the entire cycle.
SOLUTION
This project was not the beginning of our relationship with the client but a continuation of a partnership built over several years. Previously, we had worked together on development and DevOps initiatives. In 2024, they asked us to extend the cooperation into AI, since we were already familiar with their systems and ways of working.
That continuity allowed us to move quickly. We already knew the workflows, understood where information was stored, and had context on how the sales team operated day to day. What was new was the scope: applying AI to reduce prep time and improve proposal consistency.
We built an AI assistant that connected across Salesforce, and HubSpot, as well as the company’s internal product and pricing databases. It generated outputs that sales reps could use directly:
Client briefs consolidating account history, campaign engagement, and recent opportunities.
Proposal drafts aligned with current pricing models and approved bundles.
Cross-sell and upsell ideas drawn from patterns in similar accounts.
For the reasoning layer, we used a combination of Claude and ChatGPT v5. Claude handled long, complex documents such as technical catalogs, while ChatGPT v5 generated concise, human-readable briefs and proposal drafts. Importantly, every output linked back to the original data source, so reps could verify accuracy before sharing.
Technology stack:
Claude + ChatGPT v5 – worked together as the reasoning layer: Claude for parsing and comparing large volumes of data, ChatGPT v5 for generating clear summaries and drafts.
- Salesforce CRM – the central source of account and deal information. The assistant ensured every client brief started from the most current data.
HubSpot – provided marketing engagement signals, such as which campaigns or emails a client had recently interacted with. This context helped reps tailor their approach.
Product & Pricing Database – maintained the latest service bundles and rate cards. Draft proposals automatically reflected approved pricing.
SharePoint / Document Repository – stored collateral, technical sheets, and case studies. AI surfaced only the materials relevant to the client’s industry.
Azure Cognitive Search – indexed collateral and pricing rules, enabling semantic search instead of keyword lookups.
Power Automate – triggered workflows, such as auto-generating draft proposals when an opportunity moved into “proposal requested.”
Azure Active Directory – applied strict access controls so only account owners could view sensitive client data.
RESULT
Within 3 months:
Prep time for client meetings decreased by 40%.
Proposal turnaround time dropped from several days to less than 24 hours.
Briefs became consistent across Salesforce, improving quality in client conversations.
Pipeline velocity improved noticeably: opportunities moved from qualification to proposal stage 20% faster on average.
Curious how AI can accelerate sales performance in complex B2B environments? Contact us — we’ll walk you through the architecture and rollout.
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