Case study · Confidential (Enterprise SaaS Provider)
Mobile-First AI Assistant for Smarter Sales Conversations
In fast-paced sales environments, time is everything. Reps are often commuting, managing calls, or juggling back-to-back meetings, with no time to dig through static CRM systems or outdated dashboards. Our client envisioned a fast, mobile AI assistant that delivers contextual sales insights instantly, tailored to each conversation.
- Industry
- Enterprise SaaS
- Team
- 200+ Sales Reps
- Location
- Global
Results
85%
Faster Insight Delivery
Reps got instant responses vs. 2–3 minutes of CRM digging
2.4x
Increase in Daily Client Interactions
Freed up time allowed reps to engage more and follow up better
90%+
Accuracy in Contextual Responses
Tailored answers aligned to specific clients and product lines
70%
Reduction in Sales Ops Dependency
Reps no longer relied on support teams for data fetching
200+
Adoption by Sales Reps
Across 6 geographies and 3 product verticals
01
The challenge
Sales reps were overwhelmed with fragmented data sources, clunky interfaces, and a growing list of tools that slowed them down instead of helping them close deals.
- Too much time spent digging through dashboards and spreadsheets.
- Most reps accessed data while commuting or in transit — with poor UX support.
- Sales conversations lacked real-time contextual data (client history, pricing, product details).
- Delays in response time led to lower win rates and missed follow-ups.
- Reps couldn't personalize interactions on the fly without switching between tools.
02
What we built
AI Assistant Engine
Built using OpenAI GPT APIs, fine-tuned on the client's knowledge base and CRM data — enabling accurate, relevant, and on-brand answers.
Mobile-First Interface
A progressive web app with blazing-fast load times and offline support, ensuring reps have access anywhere — in a cab, at the client's office, or in the hallway before a pitch.
Context-Aware Intelligence
Pulls product comparisons, pricing breakdowns, and relevant case studies based on client name, industry, or deal stage — instantly.
CRM & Knowledge Base Integration
Deep integration with Salesforce, HubSpot, and internal wikis — centralizing data and eliminating context switching.
Secure, Role-Based Access
Real-time permissions management ensures field reps access only relevant data per region, vertical, or client segment.
03
Stack
- React
- TailwindCSS
- CapacitorJS
- Node.js
- Express
- OpenAI GPT API
- LlamaIndex
- PostgreSQL
- Redis
- JWT
- Role-Based Access Control
- Salesforce
- HubSpot
- Notion
- Confluence
- Docker
- AWS EC2
- Cloudflare
- Mixpanel
- Sentry
- GA4
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