success story

Boosting productivity and revenue with Salesforce AI

From data overload to actionable insights leveraging Salesforce AI – How we helped a global innovation leader in the specialty chemicals sector boost sales efficiency and responsiveness.

The Story

In a high-stakes sector of specialty chemicals and solutions, our client—a global leader in innovation in advanced catalysts and materials development for diverse industrial applications—heavily relies on real-time insights from its sales and distributor networks. Regular meetings with stakeholders are vital to uncovering operational issues, understanding customer needs, product feedback and identifying growth opportunities.

The problem?

Valuable data kept getting lost in lengthy manual meeting reports, creating a challenge for sales reps to extract potential leads, track issues, or act on time-sensitive opportunities.

They turned to Nagarro for a complete transformation of this critical business process. Our experts transformed the way stakeholder meetings are reported by leveraging Salesforce generative AI and automated unstructured data. This helped uncover actionable insights and accelerate sales responsiveness.

A scientist using a tablet checking reports
The challenge
  • Operational inefficiencies due to the complexity of analyzing multiple meeting reports concurrently.
  • Manual meeting reports containing large unstructured data made it challenging to extract meaningful insights quickly.
  • Summary reports were manually created, increasing the risk of human error and inconsistency across records.
  • Sales reps failing to identify & categorize potential leads buried in massive data, limiting timely follow-ups and missing out on opportunities.
Scientists shaking hands with business professional

The solution: Simplified reporting with actionable insights

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AI-driven summarization engine

built by leveraging Salesforce generative AI is designed to streamline and enhance reporting to generate structured call reports from free-form text.

Real-time takeaways

automatically generated in the form of concise and contextually relevant summaries from various meeting fields, providing quick access to essential information.

AI-driven sentiment analysis

Each summary highlighted the main discussion points, identified action items with pending tasks and next steps, any issues raised, and an overall sentiment analysis (Positive, Negative, or Neutral).

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Intelligent backend

built with Large Language Processing (LLP) and advanced prompt engineering for accurate and timely AI-driven summaries.

Efficient report retrieval

Implemented robust filtering options to retrieve and combine past reports using various parameters like business segments, regions, date, and customer.

A user-friendly interface

developed using the Salesforce Lightning platform to ensure seamless access to reports at any time.

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Easy sharing

Provided functionality to directly copy report content or share via email from the interface.

The Outcome

  • Filter and generate summaries from multiple meeting reports simultaneously, significantly accelerating decision-making and minimizing manual effort in compiling key insights.
  • Advanced filtering capabilities further allowed users to refine their report selection, resulting in concise, easy-to-read summaries that support more informed and efficient decision-making.
  • Automated summarization drastically reduced the time required to review meeting reports, allowing sales and business teams to focus more on strategic activities rather than manual data processing.
  • Identify and categorize new leads, allowing sales reps to improve follow-up actions and conversion potential.
Researchers looking at summarized reports on tablet