Sold by: NorthBay Solutions
The Agentic AI Sales Enablement for Professional Services empowers consulting, technology, and services firms to accelerate growth through intelligent automation. Built on AWS and powered by agentic AI, the solution transforms how sales teams access knowledge, research prospects, manage pipelines, and automatically generate draft Statements of Work. It autonomously retrieves service insights, composes contextual research, and updates CRMs in real time—reducing administrative effort while improving accuracy, responsiveness, and win rates. Professional services organizations gain a smarter, faster, and more connected sales operation that drives measurable revenue impact.
Overview
The Agentic AI Sales Enablement for Professional Services transforms how consulting and technology organizations pursue, qualify, and close opportunities. Built on AWS and powered by agentic AI—autonomous systems capable of reasoning, planning, and acting—the solution streamlines the entire sales cycle, from early research to proposal development and Statement of Work creation.
Professional services firms often struggle with fragmented processes: sales teams spend valuable time searching for service details, updating CRMs, and drafting repetitive SOWs. This solution removes those inefficiencies by using AI-driven orchestration to automatically retrieve accurate service information, synthesize client and competitor insights, and generate tailored, compliant Statements of Work in minutes.
By unifying knowledge retrieval, automation, and insight generation, the solution enables business development and delivery teams to focus on relationship building and strategy—not paperwork. The result is faster response times, higher data quality, and greater consistency across proposals and engagements—all while operating securely and scalably on AWS.
Key Capabilities
- Intelligent Product and Service Knowledge Retrieval
- Automated Research and Competitive Insight Generation
- AI-Driven Statement of Work (SOW) Drafting
- Real-Time CRM and Pipeline Automation
- Unified Conversational Sales Assistant Experience
Business Outcomes
- 30–40% Reduction in Time Spent on Research and CRM Updates
- 20–25% Improvement in Win Rates and Proposal Velocity
- Automated, Consistent Statement of Work Generation
- Accelerated Onboarding—New Sales Teams Productive from Day One
- Enhanced Sales Productivity, Data Accuracy, and Customer Engagement
AWS Services
- Amazon Bedrock Agents and Knowledge Bases
- Amazon OpenSearch Service
- Amazon ECS Fargate
Highlights
- Agentic AI for Sales Productivity: Automates research, CRM updates, and SOW generation using intelligent, multi-agent orchestration.
- Seamless CRM Integration: Connects easily with Salesforce, HubSpot, and other leading CRM platforms.
- Unified Knowledge Access: Integrates with Google Drive, SharePoint, ERPs, and Amazon S3 for centralized document retrieval.
Details
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Delivery method
Deployed on AWS
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Pricing
Custom pricing options
Pricing is based on your specific requirements and eligibility. To get a custom quote for your needs, request a private offer.
Legal
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Support
Vendor support
This offering is delivered via NorthBay’s OneTeam Model which embodies a collaborative, agile, and results-driven approach to delivering value to our customers. We work as a unified force, leveraging our collective expertise and deploying AWS solutions using Agile methods. This ensures not only flexibility and adaptability but also optimizes time and resources for maximum efficiency. With a strong focus on knowledge transfer, we empower our customers to independently drive better business outcomes after the engagement. From project inception to handoff, our team is dedicated to providing continuous support, ensuring a seamless and successful engagement. Partnering with us means gaining real-world knowledge, experiencing unparalleled agility, and achieving unmatched velocity in achieving your business goals.
To speak with NorthBay regarding the details of this offering or to customize it to your specific business goals, please contact us via email at sales@northbaysolutions.com or visit our web site (https://northbaysolutions.com ) for more information.