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Feasibility study

1. 30-minute kick-off meeting in Teams. The first step starts with defining the scope: whether scoring is needed on an account or a deal level. After this, the data sources for scoring are defined and practical issues, like the date for going through the FES results, are agreed upon.

2. Data transmission. A sample data set is sent to our AI platform. The data is typically sales and/or marketing data from the CRM system, such as data of closed deals in the sales pipeline. Supportive, external data sources can also be included in the analysis. 

3. Data analysis.  One part of the data set is put aside as reference data. Another set is tested and trained with 10 different algorithms. The training data is compared with the reference data (actual results) to view the accuracy of our predictions. 

4. Results: 30-minute meeting in Teams. Typically the results of the test are ready in a week. In this meeting, we evaluate the accuracy of the data and present the findings: what impacts the most to winning a sales case and how to spot deals or prospects that are probable to convert. 

Pilot period

After the Feasibility Study, it is possible to continue to the pilot period. In the pilot period, the systems are automated and we help you to integrate our predictions into your current systems and existing ways of working.