Sample Projects
GPT-Optimized Sales Forecasting Dashboard
Customer
$200M Construction Tech Firm
Deliverable
Sales Dashboard with Comprehensive Performance Metrics, Historical Comparisons, Root Cause Analysis and Machine Learning Prediction.
Privileged Insight What is this?
Customer had scattered historic performance data which was retrieved, cleaned, and augmented to reveal deep and actionable insights for driving pipeline health and revenue improvements.
Benefits
Forecasting GPT analyzes AWS-based sales pipeline dashboard and creates executive summary of critical items:
Where is the forecast?
What changed recently?
What actions should we be taking now?
GPT Output Sample
Marketing Lead Path Optimization GPT
Customer
$900M Software Firm
Deliverable
Historic path/performance analysis and companion data set for 3-years of marketing lead data.
Privileged Insight What is this?
Marketing lead data, while poorly-structured and scattered across multiple systems, represented a potential performance goldmine. Cleaning and augmenting this data allows GPT to give actionable and compelling performance improvement advice backed by hard facts.
Benefits
Lead Routing GPT: Based on three years or empirical performance data, GPT can suggest optimal routing for new incoming leads. Benefits: increased ROI on marketing spend, increased pipeline health and revenue.
GPT Output Sample
Sales Pipeline Analysis Tool for Salesforce
Customer
$50M Medical Devices Firm
Deliverable
Interactive Pipeline Trending App, now publicly available at www.mergechart.com
Privileged Insight What is this?
Empirical sales pipeline snapshot data is automatically generated and leveraged by the app, visually showing how past quarters unfolded day-by-day. Leveraging that granular history data, the GPT can extrapolate current pipleine levels to predict end-of-period outcomes while there is still time to take corrective action.
Benefits
The Pipeline Health GPT helps sales leaders at every level of the org (CEO, VP, Regional Manager, etc.) understand how their performace compares to same-time last period. Drill-down enables them to find root causes and take early corrective action.
GPT Output Sample
Sales Coach Expansion GPT
Customer
$190M SAAS Firm
Deliverable
Deliverable: Coaching GPT to identify customer upgrade opportunities and coach reps on how to use relevant current events to create buying urgency and a realistic narrative to use with customers.
Privileged Insight What is this?
Closed-Won sales opportunity data from past three years, cleaned and augmented with D&B firmographic overlays.
Benefits
Increased sales rep confidence & morale, increased pipeline health, improved customer engagement & increased revenue.
GPT Output Sample
