Stop Guessing, Start Closing – The AI Revolution in Sales

Introduction

At Ambolt AI, we are passionate about helping companies leverage their data and technology to create tangible business benefits. Our collaboration with EKTOS, a leading provider of electronics development, testing, and production, demonstrates how we utilize advanced technologies such as artificial intelligence (AI) and Large Language Models (LLMs) to develop data-driven solutions. Through this partnership, we have created a tailored API solution that optimizes EKTOS’ customer interactions and delivers valuable insights that strengthen sales efforts.

Project Goals and Background

EKTOS aimed to optimize their interactions with customers and potential clients using a more intelligent and data-driven approach. Their goal was to provide relevant customer information to the sales team for telemarketing, pitches, and analysis, thereby creating a foundation for better customer dialogues and more targeted offers. To achieve this, they chose Ambolt AI as their technological partner, leveraging advanced technology such as LLMs.

The project’s objective was clear: to develop an API solution that could deliver relevant and accessible data about customers and prospects—available on-demand—directly to EKTOS’ sales team. The result? A system that not only ensures smoother access to customer data but also supports decision-making based on an updated and in-depth understanding of customer needs and preferences.

Data Collection and Structuring

The API is designed to retrieve and deliver data from EKTOS’ CRM, using legal and ethical data collection methods fully compliant with GDPR. This allows the sales team easy access to customer history, previous interactions, offers, activities, and key contacts.

Intelligent Analysis with AI

By integrating Azure OpenAI, AI with advanced LLM technology was used to generate precise and relevant data summaries, making it easy and secure for sales and marketing to get an overview of customer needs and interests. This intelligent data processing ensures that EKTOS receives updated and targeted customer insights delivered directly to their sales platform.

Automated Data Collection

Ambolt AI also developed a data integration tool that gathers information about customers as needed. This feature ensures that the API is always up-to-date with the latest information on customer products, technologies, and employees, which is valuable for the sales team’s conversations and strategies.

User-Friendliness in Focus

To ensure an easy and accessible user experience, the API was integrated into a Power Apps frontend. This allowed EKTOS to access their data in an intuitive and user-friendly environment while also enabling them to generate reports on demand.

Process and Methodological Approach

Ambolt AI follows a structured approach to projects, ensuring that each development phase is carefully planned and tailored to the client’s needs. In collaboration with EKTOS, we executed the project in the following key phases, allowing us to quickly develop a functional solution with high precision:

Clarification Phase: We began the project with a series of in-depth meetings with EKTOS to ensure a clear understanding of needs, expectations, and technical requirements. This phase laid the foundation for an effective implementation, ensuring all parties had a full overview of the project’s objectives and scope.
Development of API and AI Integration: In this phase, we designed and built the API, which forms the backbone of the solution, and integrated Azure OpenAI with LLM technology to generate precise data reports. By continuously testing, we ensured that the system could deliver fast and reliable results.
Data Storage Setup: To keep the API updated with the latest customer information, we developed a secure and legal data integration tool. This collects relevant customer information and stores it in a scalable and protected data storage structure, ensuring that EKTOS’ sales team always has access to updated and relevant data.
Power Apps Frontend: To create an intuitive and user-friendly solution, we developed a Power Apps frontend that makes it easy for the sales team to access the API and generate reports on demand. The solution was refined and tested in close collaboration with EKTOS to ensure an optimal user experience.

Throughout the process, we maintained close dialogue with EKTOS through weekly status meetings, ensuring that all changes and adjustments were implemented quickly and efficiently. This iterative approach allowed us to deliver a solution that meets EKTOS’ needs and can be adapted to future requirements.

Results and Value Creation for EKTOS

Through our collaboration with Ambolt AI, EKTOS has gained access to a powerful solution that enhances their customer dialogue and improves the sales process. Key benefits achieved include:

Optimization of the Sales Process: With on-demand access to relevant customer data, the sales team can quickly and accurately tailor their conversations and offers to the customer’s specific needs.
Improved Customer Insights: AI-based data reports provide a strong overview of customers, which their CRM does not offer, creating a foundation for more qualified sales efforts.
Current and Accurate Information: With automated, legal, and secure data collection fully compliant with GDPR, EKTOS’ sales team has access to updated customer information, giving them an advantage in a competitive sales process.
Sustainable and Scalable Solution: The solution is built on an Azure infrastructure, allowing for adaptation and scalability as EKTOS’ needs evolve.

Future Opportunities and Further Development

This project has created a solid foundation for further development. With the API in place and AI integration as a central part of the system, EKTOS and Ambolt AI can expand the solution with new features. Possible future developments could include automated alerts for unexpected customer patterns, targeted product recommendations based on previous purchases, and suggestions for more sustainable alternatives.

Ambolt AI has delivered a future-proof solution that not only meets EKTOS’ current needs but can also be adapted and expanded to support future growth and development.

Conclusion

The collaboration between Ambolt AI and EKTOS demonstrates how a data-driven and AI-supported approach can create significant value for companies looking to optimize their sales processes and customer interactions. With Ambolt AI’s expertise in data integration, AI development, and user-friendly solutions, we can deliver targeted results that make a real difference.

This case highlights Ambolt AI’s ability to solve complex data needs and develop value-creating solutions for our clients. We look forward to supporting more companies in leveraging their data optimally and creating tailored solutions that support their strategic goals.

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