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Digital & AI Solutions

Sales engineering copilot cuts proposal time 40 percent and lifts win rate 3 points

ClientGlobal B2B technology reseller, 1,200 sellers
IndustryTechnology
Timeline16 weeks to MVP, 3 months to scale
SERVICES

Services Delivered

Digital & AI SolutionsAI engineeringEnterprise platforms
CHALLENGE

The Problem

Proposal creation required manual assembly from past bids, vendor PDFs, and pricing rules.

APPROACH

Our Method

  • [01]Built a retrieval augmented generation service grounded in approved content
  • [02]Implemented security controls and red team testing for prompt safety
  • [03]Integrated into CRM for account context and approvals
SOLUTION

What We Built

Copilot that drafts proposals, cites sources, and auto-routes for legal review

Human-in-the-loop editing with audit trail

TECHNOLOGY

Tech Stack

Managed LLM service, vector store, CRM and CPQ integration, Azure Key Vault, feature flags

OUTCOMES

Results

01

40%

Proposal creation time reduction

02

3 points

Win rate improvement

03

5 months

Payback period

Client names withheld by agreement. Results validated by client finance or operations.

NEXT STEPS

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Let's discuss how we can help you achieve similar results.

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