Real-Time Collateral Recommendation From Multi-Channel Sales Signals
Find Innovative SolutionsGenerate Solutions
Solution Overview
Problem
Inside sales communications across disparate channels are often asynchronous and uncorrelated, making it difficult for business development representatives (BDRs) to effectively utilize collateral material during sales interactions.
Innovation Solution
A system that normalizes and summarizes communications across various channels, generates semantic triples using a sales-directed taxonomy and ontology, identifies insights, and selects real-time collateral for BDRs based on these insights to enhance sales interactions.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Loss of information
If communications across disparate channels are collected and processed in real-time, then the relevance and timeliness of collateral recommendations is improved, but the system complexity and processing requirements increase
Solution Approach 1:
The system segments communications from disparate channels into standardized formats, processing each channel type separately before integration. This allows comprehensive information collection while managing complexity through modular processing of email, chat, voice, and other communication types independently.
Solution Approach 2:
An intermediary processing layer is introduced between raw communications and collateral recommendations. This layer normalizes and structures data from multiple channels, acting as a mediator that handles the complexity of integration while presenting simplified, structured information to the recommendation engine.
2Speed
If real-time processing of communications is implemented, then the timeliness of collateral recommendations is improved, but the computational resources and processing time required increase
Solution Approach 1:
The system performs preliminary processing of communications as they arrive, normalizing and structuring data in real-time rather than batch-processing later. This preliminary action reduces the computational burden during the critical recommendation generation phase, enabling faster response times with optimized resource usage.
3Measurement precision
If comprehensive communication data is collected from multiple channels, then the accuracy of insight generation is improved, but the difficulty of data normalization and processing increases
Solution Approach 1:
The system changes the parameters of communication data by applying standardized schemas and taxonomies to transform heterogeneous communications into uniform structured formats. This parameter transformation enables accurate insight generation from diverse sources while simplifying processing through consistent data representation.
Data Source
AI summary
Methods, systems and products for real-time collateral recommendation for business development representatives (‘BDR’) is presented, including receiving communications between a BDR and a customer across disparate communications channels, each channel comprising a channel type, channel communications protocol, and channel form. Embodiments include normalizing the disparate communications in dependence upon normalization rules, synchronizing the disparate communications in dependence upon a set of rules appropriate to the end task including an occurrence of the disparate communications in time order, summarizing the normalized communications in dependence upon summarization rules, creating semantic triples in dependence upon the summarized and normalized communications including applying a sales-directed taxonomy and ontology; identifying one or more insights in dependence upon the semantic triples; and selecting, in real-time in dependence upon the identified insights, real time collateral for the BDR related to the communications between the BDR and the customer; and presenting the selected real-time collateral to the BDR.