AWS boosts sales pipeline using generative AI solution built on Amazon Bedrock

AWS Sales and Marketing teams transformed their sales workflows with generative AI to automate repetitive tasks and provide personalized insights, improving sales pipeline management.

Industry
Tech & Comms
Published
August 2024

Reported outcomes

+4.9%

quantified impactOther quantified impact

35 minutestime

Strategic outcomes

New product / capabilityLaunched AI-powered account summariesBetter decisions & insightImproved account insight and preparednessSpeed & agilityAutomated repetitive sales research tasksScale & capacityHandled summaries at large scale

Primary read

Use case focus

Showing 2 of 2

  • 1Sales Workflow Automation
  • 2Generative AI for CRM
Sales teams faced difficulties in quickly accessing comprehensive, up-to-date customer data spread across multiple internal and external systems.
  • AWS developed an AI-powered Account Summaries feature integrated with CRM, using Amazon Bedrock and Amazon Q Business to generate personalized account narratives from diverse structured and unstructured data.
  • The solution uses multiple models including Amazon Titan and Anthropic Claude on Amazon Bedrock, combining strengths for summary generation.
  • Architecture includes asynchronous processing, modular multi-model selection, robust data indexing, retrieval, and hallucination mitigation strategies.
  • Security is enforced with row-level access controls and content deletion after delivery.
  • Generated over 100,000 GenAI Account Summaries, saving an average of 35 minutes per summary.
  • Sellers reported a 4.9% increase in opportunity value and better preparedness for customer engagements.
  • Significant positive impact on teams handling multiple accounts and during account transitions.
Architecture

The system uses asynchronous Lambda functions to handle summarization requests, combining multiple LLM models including Amazon Titan and Anthropic Claude on Amazon Bedrock. It indexes and retrieves diverse data sources using vector similarity and cross-encoder models for RAG-enhanced LLM prompting, with rigorous hallucination mitigation strategies.

Sources & evidence1
Groundedness: 4/5

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