Salespeople are great at building relationships, spotting opportunities, and closing deals. But when it comes to chasing project updates? That’s where things can get messy.
One tech services company found that their sales team was spending hours trying to get updates on live projects – logging into systems, making phone calls, waiting for replies. It wasn’t just inefficient – it was damaging trust with customers who expected quick answers.
So they built an AI assistant.
The Challenge: Sales in the Dark
With 50+ live projects at any given time, salespeople struggled to:
- Find the right project in the system
- Understand its current status
- Get accurate updates quickly
- Communicate confidently with customers
The result? Delayed responses, missed opportunities, and a perception that the company was great at selling – but not so great at delivering.
The Solution: AI-Powered Project Insights
- Using a custom-built AI agent, the company created a solution that:
- Connects to the project system and understands project data
- Answers natural language questions like “Where are we with the South Korea rollout?”
- Flags delays or risks and suggests who to speak to
- Summarises project health (budget, timeline, milestones)
- Prepares handover notes and customer-ready summaries
It’s like having a project manager in your pocket – one who knows every detail and can explain it in simple terms.
Impact Summary: Insight, Confidence, Connection
- Instant access to project status via natural language queries
- AI flags delays and risks, helping sales stay proactive
- Customer-ready summaries generated automatically
- Improved trust and communication with clients
- Time saved chasing updates and making calls
- Scalable and secure, with role-based access
Impact Breakdown
Instant Access to Project Status
Salespeople can ask simple questions like “Where are we with the Courier rollout?” and get instant, accurate updates – no more digging through systems or chasing colleagues.
AI Flags Delays and Risks
The AI understands project milestones and timelines. If something’s behind schedule, it highlights it and suggests who to speak to – keeping sales proactive, not reactive.
Customer-Ready Summaries
When a project is marked complete, the AI prepares a summary: what was delivered, any challenges, and key outcomes. Sales can use this to follow up with customers confidently and professionally.
Improved Trust and Communication
Quick, informed responses build trust. Customers feel valued, and salespeople feel empowered to have meaningful conversations – not just vague updates.
Time Saved
Instead of spending hours chasing updates, salespeople get answers in seconds. That time can be reinvested in selling, looking at strategy or strengthening relationships.
Scalable and Secure
The AI only shares data relevant to the logged-in user, ensuring confidentiality and compliance. As the business grows, the system scales effortlessly.
AI is not just about knowing more, it’s about knowing faster. So, if you need a partner to cut through the AI noise and guide you through what AI can do for you, get in touch.
