AI-Powered Unit Recommendation Engine for Sales Optimization
Case Studies
Challenges & Solutions
Technical Environment
Results
Executive Summary
Client
A confidential modular space solutions client
Industry
Manufacturing, Engineering, Transport & Logistics
Business Problem
The client needed an intelligent solution to help sales teams recommend the most suitable unit type based on customer requirements. The existing process relied heavily on manual assessment and sales experience, which could slow decision-making and create inconsistent recommendations.
Outcome
OTSI delivered an AI/ML-based recommendation engine that helps sales users identify suitable unit types faster, improve requirement mapping, and support more consistent quotation preparation.
Challenges
- Unit recommendations depended heavily on manual assessment.
- Sales users needed to evaluate multiple unit types for each requirement.
- Customer requirement mapping needed to become faster and more consistent.
- Slower recommendations could affect quotation turnaround.
- Sales teams needed better support for selecting trailers, containers, flex units, GLO units, and cold storage units.
- The process needed to improve quotation-to-order conversion opportunities.
Solutions
- Delivered an AI/ML-based unit recommendation engine.
- Automated recommendations for trailers, containers, flex units, GLO units, and cold storage units.
- Matched unit types to customer-specific requirements.
- Supported faster quotation preparation.
- Reduced dependency on manual judgment.
- Improved consistency across sales teams.
- Enabled faster decision-making.
Technical Environment
- AI/ML-based recommendation engine
- Unit type classification logic
- Recommendation logic
- Sales enablement workflow
- Quotation support workflow
Results
- Reduced manual effort in identifying the right unit type.
- Improved speed of sales recommendations.
- Better customer requirement matching.
- Increased consistency in unit recommendations across sales teams.
- Improved sales productivity and customer response time.
- Better quotation-to-order conversion opportunities.