Objective

A global professional services company sought to streamline its proposal process, enhance service recommendations, and enable sales teams to confidently introduce relevant solutions tailored to client needs.

Challenges

The firm struggled to recommend the most relevant services and solutions to clients due to a lack of structured insights. Sales teams often relied on manual research and past experiences, leading to inconsistent recommendations and missed opportunities for upselling and cross-selling new service offerings.

Additionally, with a rapidly expanding portfolio of consulting services and solutions, sales reps found it difficult to stay up to date with the latest offerings, resulting in underutilization of high-value services that could benefit clients. Without an AI-driven approach, proposal development was slow and generic, failing to showcase the most relevant and valuable solutions.

Solutions

To address these challenges, the company implemented SalesGenie’s AI-powered Product Recommendation module, ensuring that every client proposal included the most relevant, high-impact service recommendations.

• AI-Driven Service Matching – Identified the best-fit consulting services based on client needs, industry trends, and past interactions.

• Targeted Upsell & Cross-Sell Insights – Surfaced strategic opportunities to introduce complementary services and bundled solutions.

• Proposal Enhancement with AI – Suggested tailored service recommendations, ensuring every proposal aligned with client priorities.

Results

With SalesGenie’s AI-driven recommendations, the firm significantly improved the relevance and effectiveness of its client proposals, leading to stronger engagement and higher proposal win rates.

Sales reps spent less time manually searching for relevant services and more time delivering personalized, high-value recommendations that aligned with client goals. As a result, upsell and cross-sell opportunities increased, and the company strengthened its positioning as a trusted, data-driven advisor in professional services.