SALES Use Case: increasing sales teams’ efficiency with asset automation

Client Challenge:
Consulting firms often face difficulties in efficiently capturing, organizing, and sharing team knowledge, leading to inefficiencies, lost insights, and duplicated efforts.

Solution:
Uman AI offers an AI-driven knowledge management platform that centralizes and optimizes team knowledge. By integrating with existing tools like MS Teams and SharePoint, Uman AI organizes resources, identifies expertise within the organization, and proactively surfaces relevant information to team members based on context and need.

Impact:

• Increased Efficiency: For instance, Threon, a leader in strategy execution, reported that consultants can now create reports, presentations, and workshop documents more efficiently, saving both time and resources.

• Enhanced Collaboration: Kirkman Company, a consultancy agency, noted that Uman AI helps their teams quickly access in-house knowledge, enabling them to develop better proposals and assist clients more efficiently.

• Improved Sales Performance: Customer Collective experienced an 85% increase in cross-sell opportunities and a 4% increase in opportunity win rates after implementing Uman AI.

  This use case illustrates how AI-powered knowledge management systems like Uman AI enable organizations to leverage their collective expertise, driving efficiency, collaboration, and improved business outcomes.