AI-Driven Unstructured Meeting Data Analysis Platform for Sales Optimization

The client faces difficulties in extracting actionable insights from highly unstructured and multilingual sales meeting notes, which vary in style and language. This hampers their ability to achieve a comprehensive view of sales performance, customer issues, and salesperson activity, ultimately affecting decision-making and sales growth.

A mid-sized manufacturing company with a global sales team, seeking to leverage AI technologies to analyze their sales meeting notes and improve operational insights.

• Enable quick and accurate extraction of key entities such as people, products, prices, locations, and companies from unstructured, multilingual meeting notes.
• Develop a data structuring layer to provide a 360-degree view of sales operations, including sales volumes, complaints, and product performance.
• Implement natural language query capabilities to allow users to obtain summaries and insights efficiently, aiming for response times within seconds.
• Improve entity disambiguation to ensure correct linkage of entities such as names and acronyms, reducing analysis errors.
• Optimize system performance for scalable, real-time data retrieval, processing, and response generation.

• Robust data ingestion pipeline capable of processing multilingual, unstructured text to identify and label entities such as individuals, products, prices, and locations.
• Entity linking and disambiguation module that cross-references extracted entities with a knowledge base, employing filtering techniques like fuzzy and vector search, with provisions for human oversight.
• Natural language understanding component that translates user queries into structured database queries (e.g., MongoDB) for rapid data retrieval.
• User interface designed for instant summaries and detailed reports, adaptable to user preferences in tabular or textual formats.
• Continuous learning capability to refine entity recognition and disambiguation accuracy based on supervisory feedback.

• Knowledge base systems for entity validation and disambiguation
• External CRM or sales management platforms for data synchronization
• Authentication and security systems to safeguard sensitive sales data

• System response times within seconds for user queries
• Scalability to handle increasing volume of unstructured meeting notes and query complexity
• High accuracy in entity recognition and linking, with continuous improvement mechanisms
• Data security and compliance with regional data protection regulations

The implementation of this system aims to significantly enhance the client’s ability to analyze sales meeting data efficiently, providing faster, more accurate insights. Expected outcomes include improved sales decision-making, better visibility into sales operations, increased operational efficiency, and reduction in analysis time from minutes to seconds. This aligns with goals of driving sales growth, reducing ambiguities, and enabling real-time strategic responses.