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Vertical Expansion Coach GPT for Sales

$190M Workforce SaaS company

Project Description

Transformed fragmented but valuable Salesforce data into repeatable expansion insight dictionary, then used that knowledge to train GPT to guide reps into high-probability customer conversations.
A properly injected LLM can energize a reps attitude towards Salesforce data and new customer opportunities.

Outcomes

  • Delivered GPT prototype powered by the client’s existing Salesforce data

  • Converted 3-years of granular historic data into expansion wisdom for training GPT

  • Implemented prompt engineering to enable rep conversations that:

    • Found real expansion opportunities based on gaps in customers tech stack

    • Proposed ways to engage customer based on what customer's peers are doing

    • Found current events (news, legislation, conference topics) that rep could use to create urgency

    • When warranted, motivated the rep to act with fact-based, but encouraging, coaching

How Highgate Helped

  • Project Management

  • Data Discovery

  • Data Cleaning & Augmentation

  • Prompt Engineering

  • Executive Presentation

  • Rollout Planning

Project Statistics

3

Years of Historic Data Leveraged

2

Number of Salesforce Instances

38

Number of Days to V1

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