Tokyo-based NI Consulting Inc., a leader in management consulting and support systems, has announced the launch of the “SFA GenAI Option” for its sales support system, “Sales Force Assistant.” This new integration, available from Tuesday, March 25, 2025, leverages generative AI to enhance sales digital transformation.
Introducing the “History Summary” Feature: AI-Powered Sales Negotiation Summaries
Sales force automation (SFA) systems accumulate vast amounts of customer data and sales negotiation histories, which serve as valuable corporate assets. Sales representatives rely on this information to strategize future customer interactions. However, as these records grow over time, reviewing past negotiations can become increasingly time-consuming, potentially reducing overall efficiency.
To address this challenge, NI Consulting has developed the “SFA GenAI Option,” integrating generative AI to streamline sales processes. The first feature under this option is the “History Summary” function, designed to condense and report sales negotiation histories for each customer.
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This feature summarizes negotiation records linked to customers, contacts, cases, and delivered equipment into a concise, text-based report, approximately one A4 page in length. Additionally, it presents related insights, allowing sales representatives to quickly grasp key information from extensive records. By doing so, sales professionals can gain a comprehensive understanding of customer interactions and optimize their approach to sales negotiations.
Effortless AI-Driven Insights: No Prompt Input Required
Leveraging various data points within the SFA system, including customer trends and sales activities, the AI processes negotiation records spanning up to three years, distilling crucial insights for understanding customer behavior and engagement history.
Despite utilizing a cutting-edge AI engine, the system is designed to ensure data security, preventing information leaks. Unlike conventional AI models that may expose sensitive internal data, this solution is optimized to safeguard corporate information while generating reliable insights.
With a simple, one-click operation, users can access AI-generated summaries without needing to input prompts manually. The “History Summary” function delivers essential information effortlessly, making AI-powered insights accessible to all users.
About “Sales Force Assistant”
“Sales Force Assistant” is a comprehensive sales support system that enables sales professionals to document their daily activities, manage customer relationships, track negotiation history, handle cases, and address complaints seamlessly. Additionally, the system features a dedicated “AI Secretary,” which provides personalized insights to support sales activities.
The platform also compiles daily sales activities into structured reports for managerial review, ensuring real-time visibility into sales performance. Developed by NI Consulting, which has been at the forefront of sales process optimization since the early 1990s, “Sales Force Assistant” embodies decades of expertise in transforming traditional sales reporting into an advanced SFA solution.
