AWS SageMaker Prescriptive Sales Recommender with Gen AI

Overview Sales teams lose revenue when reps engage customers with generic talking points instead of data-driven, product-specific recommendations. Adastra's AWS SageMaker solution combines advanced sales forecasting models with large language models (LLMs) available through Amazon Bedrock or SageMaker JumpStart to generate personalized sales transcripts grounded in product data, forecasting outcomes, feature importance, and competitive intelligence. Transcripts integrate directly with Salesforce or the client's CRM of choice, giving every sales rep an AI-powered, continuously improving engagement strategy tailored to each customer interaction.

Approach Through exploratory workshops with all stakeholders, Adastra first establishes the current sales process, information provided to sales representatives, and available product and customer data including historic product sales, regional information, competitor data, and other relevant data assets. Based on the current process and available data, Adastra works collaboratively to recommend a targeted sales transcript format with key points that enhance each representative's ability to engage customers in a more meaningful and effective way.

Activities

• Develop sales forecasts at the product level leveraging Amazon Forecast or custom models built on Amazon SageMaker.
• Curate data insights and features to feed into the large language model.
• Customize Adastra's Sales Recommender module with curated data and forecasting outcomes, leveraging SageMaker JumpStart or Amazon Bedrock.
• Integrate sales transcript outputs into Salesforce or another client-selected CRM tool.

Deliverables

• Deployed and scheduled sales forecasting model.
• Deployed sales transcript generation model.
• Integration of sales transcripts into the client's CRM tool of choice.

Outcomes

• Data-driven sales strategy grounded in product-level forecasting and AI-generated recommendations specific to each customer interaction.
• Personalized customer engagement enabled by transcripts that combine forecasting outcomes, product details, and competitive intelligence for every rep.
• Enhanced sales productivity through AI-generated talking points that reduce preparation time and improve rep confidence and closing rates.
• Optimal resource allocation with focused effort on promoting the highest-revenue-impact products identified through forecasting models.
• Continuous sales performance improvement through ongoing model refinement as new sales data and customer interactions are incorporated.

Adastra: Your AWS Partner for Data, AI, and Cloud Adastra is an AWS Premier Consulting Partner with over 25 years of experience delivering data, AI, and cloud solutions across financial services, retail, manufacturing, and distribution. Our AWS SageMaker and generative AI implementations combine advanced forecasting expertise with LLM capabilities on Amazon Bedrock to deliver sales enablement solutions that are specific, measurable, and production-ready. Adastra gives sales organizations a trusted partner to move from generic outreach to AI-powered, data-driven customer engagement.