SALES INTELLIGENCE SYSTEM AND METHOD FOR GENERATING PERSONALIZED RECOMMENDATIONS FROM INTEGRATED DATASETS USING EXPLAINABLE AI
20230005044 ยท 2023-01-05
Inventors
Cpc classification
International classification
Abstract
A computer-implemented method and system for generating a recommendation that is personalized to achieve an enhanced sales outcome for a persona based on a multivariate artificial intelligence (AI) data model from an integrated dataset using explainable artificial intelligence (AI) models. The integrated dataset includes the people datasets, the organization datasets, and the customer datasets. one or more derived key drivers are derived from the multivariate AI data model. The derived key drivers and contextual sales activities are correlated with historical and real-time sales outcomes to train a first explainable AI model. The explainable sales outcomes are coupled with attributes, and activities of the persona to train a second explainable AI model. The second explainable AI model generates a recommendation that includes an automated reminder and an activity execution, to achieve the enhanced sales outcomes for the persona and the business.
Claims
1. A processor-implemented method for generating at least one recommendation that is personalized to achieve enhanced sales outcomes for a persona based on a multivariate artificial intelligence (AI) data model from an integrated dataset using explainable artificial intelligence (AI) models, the method comprising: generating a multivariate AI data model from an integrated dataset by establishing relationships across people datasets, organization datasets, and customer datasets, wherein the integrated dataset comprises the people datasets, the organization datasets, and the customer datasets; deriving a plurality of key drivers from the multivariate AI data model to obtain a plurality of derived key drivers; correlating the plurality of derived key drivers and contextual sales activities with historical sales outcomes and real-time sales outcomes to train a first explainable AI model; deriving a plurality of explainable sales outcomes from the first explainable AI model; correlating the plurality of explainable sales outcomes with attributes of the plurality of personas, and historical activities of the plurality of personas to train a second explainable AI model; and generating, using the second explainable AI model, the at least one recommendation that is personalized for the persona to achieve the enhanced sales outcomes, wherein the at least one recommendation comprises an automated reminder and an activity execution,
2. The processor-implemented method of claim 1, wherein the multivariate AI data model is generated by normalizing the integrated dataset to convert values of numeric columns in the integrated dataset to a common scale without distorting differences in a range of values.
3. The processor-implemented method of claim 1, wherein the plurality of derived key drivers comprise characteristics that are determined to be associated with high potential, high performance, and aligned to business.
4. The processor-implemented method of claim 1, further comprising, enabling, using the first explainable AI model and the second explainable AI model, a comparison of present performance attributes and activities of the first persona with at least one of (i) past performance attributes of the first persona, (ii) attributes of a second persona, (iii) an average performance of a team, (iv) an average performance of an organization, and (v) an average performance of personas across organizations within an industry.
5. The processor-implemented method of claim 4, wherein the average performance of personas across organization within the industry is determined by aggregating performance of personas who work for customers of a sales intelligence provider who are from the industry after de-identification of the customers and personal information of the persona.
6. The processor-implemented method of claim 1, further comprising correlating the people datasets, the organization datasets, and the customer datasets, with at least one of (a) explainable sales outcomes from the first explainable AI model or (b) enhanced sales outcomes from the second explainable sales outcomes to train the multi-variate AI data model.
7. A system for generating a recommendation that is personalized to achieve a sales outcome for a persona based on a multivariate data model from an integrated dataset using explainable artificial intelligence (AI) models, wherein the system comprises: a memory that stores a set of instructions; a processor that is configured to execute the set of instructions and is configured to, generate a multivariate. AI data model from an integrated dataset by establishing relationships across people datasets, organization datasets, and customer datasets, wherein the integrated dataset comprises the people datasets, the organization datasets, and the customer datasets; derive a plurality of key drivers from the multivariate AI data model to obtain a plurality of derived key drivers; correlate the plurality of derived key drivers and contextual sales activities with historical sales outcomes and real-time sales outcomes to train a first explainable AI model: derive a plurality of explainable sales outcomes from the first explainable AI model; correlate the plurality of explainable sales outcomes with attributes of the plurality of personas, and historical activities of the plurality of personas to train a second explainable AI model; and generate, using the second explainable AI model, the at least one recommendation that is personalized for the persona to achieve the enhanced sales outcomes, wherein the at least one recommendation comprises an automated reminder and an activity execution.
8. The system of claim 7, wherein the multivariate AI data model is generated by normalizing the integrated dataset to convert values of numeric columns in the integrated dataset to a common scale without distorting differences in a range of values.
9. The system of claim 7, wherein the plurality of derived key drivers comprise characteristics that are determined to be associated with high potential, high performance and aligned to business.
10. The system of claim 7, further comprising, enabling, using the first explainable AI model and the second explainable AI model, a comparison of present performance attributes and activities of the first persona with at least one of (i) past performance attributes of the first persona, (ii) attributes of a second persona, (iii) an average performance of a team, (iv) an c average performance of an organization, and (v) an average performance of personas across organizations within an industry.
11. The system of claim 10, wherein the average performance of personas across organization within the industry is determined by aggregating performance of personas who work for customers of a sales intelligence provider who are from the industry after de-identification of the customers and personal information of the persona.
12. The system of claim 7, further comprising correlating the people datasets, the organization datasets, and the customer datasets, with at least one of (a) explainable sales outcomes from the first explainable AI model or (b) enhanced sales outcomes from the second explainable sales outcomes to train the multi-variate AI data model.
13. One or more non-transitory computer-readable storage mediums storing one or more sequences of instructions, which when executed by one or more processors, causes a method for dynamically updating a project plan using natural language processing and an artificial intelligence (AI) model performing steps of: generating a multivariate AI data model from an integrated dataset by establishing relationships across people datasets, organization datasets, and customer datasets, wherein the integrated dataset comprises the people datasets, the organization datasets, and the customer datasets; deriving a plurality of key drivers from the multivariate AI data model to obtain a plurality of derived key drivers; correlating the plurality of derived key drivers and contextual sales activities with historical sales outcomes and real-time sales outcomes to train a first explainable AI model; deriving a plurality of explainable sales outcomes from the first explainable AI model; correlating the plurality of explainable sales outcomes with attributes of the plurality of personas, and historical activities of the plurality of personas to train a second explainable AI model; and generating, using the second explainable AI model, the at least one recommendation that is personalized for the persona to achieve the enhanced sales outcomes, wherein the at least one recommendation comprises an automated reminder and an activity execution.
14. The one or more non-transitory computer-readable storage mediums storing one or more sequences of instructions, which when executed by one or more processors, causes the method of claim 13, wherein the multivariate AI data model is generated by normalizing the integrated dataset to convert values of numeric columns in the integrated dataset to a common scale without distorting differences in a range of values.
15. The one or more non-transitory computer-readable storage mediums storing one or more sequences of instructions, which when executed by one or more processors, causes the method of claim 13, wherein the plurality of derived key drivers comprise characteristics that are determined to be associated with high potential, high performance, and aligned to business.
16. The one or more non-transitory computer-readable storage mediums storing one or more sequences of instructions, which when executed by one or more processors, causes the method of claim 13, further comprising, enabling, using the first explainable AI model and the second explainable AI model, a comparison of present performance attributes and activities of the first persona with at least one of (i) past performance attributes of the first persona, (ii) attributes of a second persona, (iii) an average performance of a team, (iv) an average performance of an organization, and (v) an average performance of personas across organization within an industry.
17. The one or more non-transitory computer-readable storage mediums storing one or more sequences of instructions, which when executed by one or more processors, causes the method of claim 16, wherein the average performance of personas across organization within the industry is determined by aggregating performance of personas who work for customers of a sales intelligence provider who are from the industry after de-identification of the customers and personal information of the persona.
18. The one or more non-transitory computer-readable storage mediums storing one or more sequences of instructions, which when executed by one or more processors, causes the method of claim 13, further comprising correlating the people datasets, the organization datasets, and the customer datasets, with at least one of (a) explainable sales outcomes from the first explainable AI model or (b) enhanced sales outcomes from the second explainable sales outcomes to train the multi-variate AI data model.
Description
BRIEF DESCRIPTION OF THE DRAWINGS
[0026] The embodiments herein will be better understood from the following detailed description with reference to the drawings, in which:
[0027]
[0028]
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[0031]
DETAILED DESCRIPTION OF PREFERRED EMBODIMENTS
[0032] The embodiments herein and the various features and advantageous details thereof are explained more fully with reference to the non-limiting embodiments that are illustrated in the accompanying drawings and detailed in the following description. Descriptions of well-known components and processing techniques are omitted so as to not unnecessarily obscure the embodiments herein. The examples used herein are intended merely to facilitate an understanding of ways in which the embodiments herein may be practiced and to further enable those of skill in the art to practice the embodiments herein. Accordingly, the examples should not be construed as limiting the scope of the embodiments herein.
[0033] As mentioned, there remains a need for an efficient system and method for generating a recommendation that is personalized for a persona based on a multivariate artificial intelligence (AI) data model from an integrated dataset using one or more explainable
[0034] AI models. Referring now to the drawings, and more particularly to FIGS. I through 5, where similar reference characters denote corresponding features consistently throughout the figures, preferred embodiments are shown.
[0035]
[0036] A first persona 104A is associated with the first persona device 106A. In some embodiments, the first persona 104A may be a customer-facing persona, for example, a sales representative or a salesperson. A second persona 104B is associated with the second persona device 106B. In some embodiments, the second persona 104B may be a sales manager, or, a sales executive, or, a vice president, or a higher consultant in the sales division. The sales intelligence server 110 may communicate with the first persona device 106A and the second persona device 106B through a network 108. In some embodiments, the network 108 is a wireless network. In some embodiments, the network 108 is a combination of the wired network and the wireless network. In some embodiments, the network 108 is the Internet. The data sources 102A-N may include data associated with customer datasets, organization datasets, and people datasets. The customer datasets may include data associated with leads, calls, accounts, contacts, deals, emails, prospects, opportunity management, deal management, call insights, sales management, sales insights, customer success, etc. The organization datasets include data associated with business strategy, objectives and key results (OKR), and productivity. The people datasets include data associated with hiring, diversity, well-being, engagement, competencies, attrition, learning and enablement, mentorship, and commission. In some embodiments, the data sources 102A-N may be enterprise systems, productivity applications (using proxy signals, employee data exhaust), and third-party data sources or sites.
[0037] The sales intelligence server 110 acquires one or more datasets from one or more data sources 102A-N. The one or more datasets include customer datasets, organization datasets, and people datasets. The sales intelligence server 110 integrates the acquired datasets to obtain an integrated dataset. in sonic embodiments, the sales intelligence server 110 integrates the acquired datasets using a data integration technique. The data integration reduces data redundancy, duplicity, and inconsistency.
[0038] The sales intelligence server 110 generates a multivariate AI data model from the integrated dataset by establishing relationships across the people datasets, organization datasets, and customer datasets. The sales intelligence server 110 derives one or more key drivers from the multivariate data model to obtain one or more derived key drivers. A key driver is a factor that affects the performance of an organization. The derived key drivers are useful to improve the performance of the organization. The derived key drivers and contextual sales activities may be any of objectives and key results (OKR), people priorities, productivity for the organization, hiring practices, learning, and enablement, competencies, mentorship, engagement, diversity, commission, well-being, attrition for people, prospect, opportunity management, deal management, time allocation, sales processes, sales discipline. The machine learning module 112 includes a first explainable AI model 112A and a second explainable AI model 112B. The first explainable AI model 112A is trained by correlating with one or more derived key drivers and contextual sales activities with historical sales outcomes and real-time sales outcomes to obtain one or more explainable sales outcomes. The second explainable AI model 112B is trained by correlating one or more explainable sales outcomes with attributes of the one or more personas, and historical activities of the one or more personas to obtain a trained second explainable AI model. The explainable sales outcomes may be any of win rate, sales cycle, deal size (annual contract value), quota attainment, and rep ramp times. The sales intelligence server 110 generates one or more recommendations that are personalized for the persona to achieve enhanced sales outcomes. The one or more recommendations include an automated reminder and an activity execution.
[0039] The first explainable AI model 112A and the second explainable AI model 112B provide the automated reminder and the activity execution to one or more personas, which are based on self-analysis, comparisons across individual high performers, teams, organizations and best in class companies in their industry, with the intent of enhancing sales outcomes of the persona.
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[0042] For example, the multi variate AI data model 204 establishes the derived key drivers (learning, assessment score on product knowledge) that impact sales outcomes. That means the derived key drivers (learning, assessment score on product knowledge) are key to improving selected sales outcomes. These derived key drivers (learning, assessment score on product knowledge) are coupled with the current assessment scores, sales activities for the persona, and are fed to the first explainable AI model 112A to determine that learning, assessment score impacts the win rate, a specific sales outcome that is particularly important for this persona and their business objectives.
[0043] This explainability of sales outcomes is then fed to the second explainable AI model 112B together with attributes of the personas (current learning, assessment score on product knowledge) and activities of the persona (learning records and participation in product training), to generate a personalized recommendation to the persona to improve their win rate by participating in product trainings improving their learning, assessment score for the selected product.
[0044] The second explainable AI model 112B generates a personalized recommendation to the persona, including an automated reminder to take the product training and the steps to participate in the training and improve the learning, assessment score on product knowledge, leading to an enhanced win rate over time for this persona.
[0045] In some embodiments, using the first explainable AI model 112A and the second explainable AI model 112B, present performance attributes and activities of the first persona 104A are compared with at least one of (i) past performance attributes of the first persona 104A, (ii) attributes of a second persona 104B, (iii) an average performance of a team, (iv) an average performance of an organization, and (v) an average performance of personas across organizations within an industry. The average performance of personas (sales reps) within the industry may be obtained by aggregating the performances of the personas (sales reps) who work for customers of the sales intelligence server 110, who are from the same industry, after de-identification of the customers and the persona's personal information.
[0046] Sales-behavior insights of one or more personas predict and enhance sales outcomes and sales productivity by up to 20%. In some embodiments, the sales ramp period of the first persona is accelerated by 20-50% using the predictable and enhanced sales outcome. The sales ramp-up period may be defined as the amount of time taken for a new sales hire to reach full productivity and begin providing value to the sales team. In some embodiments, the go-to-market (GTM) efficiency is improved by enhancing the return on investment (ROI) of learning and hiring initiatives and reducing the attrition of the first persona based on the predictable and enhanced sales outcome. In some embodiments, the revenue operations effectiveness is also accelerated due to the improvement of the sales performance of the first persona from grade B to grade A.
[0047]
[0048] In some embodiments, the multivariate data model is generated by normalizing the integrated dataset to convert values of numeric columns in the integrated dataset to a common scale without distorting differences in a range of values.
[0049] In some embodiments, one or more derived key drivers include characteristics that are determined to be associated with high potential, high performance and aligned to business.
[0050] In some embodiments, enabling, using the first explainable AI model and the second explainable AI model, a comparison of present performance attributes and activities of the first persona with at least one of (i) past performance attributes of the first persona, (ii) attributes of a second persona, (iii) an average performance of a team, (iv) an average performance of an organization. and (v) an average performance of personas across organizations within an industry.
[0051] In some embodiments, the average performance of the personas within the industry is determined by aggregating performance of personas who work for customers of a sales intelligence provider who are from the industry after de-identification of the customers and the persona's personal information.
[0052] In some embodiments, the method further comprising correlating the people datasets, the organization datasets, and the customer datasets, with at least one of (a) explainable sales outcomes from the first explainable AI model or (b) enhanced sales outcomes from the second explainable sales outcomes to train the multi-variate AI data model.
[0053] The embodiments herein may include a computer program product configured to include a pre-configured set of instructions, which when performed, can result in actions as stated in conjunction with the methods described above. In an example, the pre-configured set of instructions can be stored on a. tangible non-transitory computer readable medium or a
[0054] program storage device. In an example, the tangible non-transitory computer readable medium can be configured to include the set of instructions, which when performed by a device, can cause the device to perform acts similar to the ones described here. Embodiments herein may also include tangible and/or non-transitory computer-readable storage media for carrying or having computer executable instructions or data structures stored thereon.
[0055] Generally, program modules utilized herein include routines, programs, components, data structures, objects, and the functions inherent in the design of special-purpose processors, etc. that perform particular tasks or implement particular abstract data types. Computer executable instructions, associated data. structures, and program modules represent examples of the program code means for executing steps of the methods disclosed herein. The particular sequence of such executable instructions or associated data structures represents examples of corresponding acts for implementing the functions described in such steps. The embodiments herein can include both hardware and software elements. The embodiments that are implemented in software include but are not limited to, firmware, resident software, microcode, etc. A data processing system suitable for storing and/or executing program code will include at least one processor coupled directly or indirectly to memory elements through a system bus. The memory elements can include local memory employed during actual execution of the program code, bulk storage, and cache memories which provide temporary storage of at least some program code in order to reduce the number of times code must be retrieved from bulk storage during execution.
[0056] Input/output (I/O) devices (including but not limited to keyboards, displays, pointing devices, etc.) can be coupled to the system either directly or through intervening I/O controllers. Network adapters may also be coupled to the system to enable the data processing system to become coupled to other data processing systems or remote printers or storage devices through intervening private or public networks. Modems, cable modem, and Ethernet cards are just a few of the currently available types of network adapters.
[0057] A representative hardware environment for practicing the embodiments herein is depicted in
[0058] The foregoing description of the specific embodiments will so fully reveal the general nature of the embodiments herein that others can, by applying current knowledge, readily modify and/or adapt for various applications such specific embodiments without departing from the generic concept, and, therefore, such adaptations and modifications should and are intended to be comprehended within the meaning and range of equivalents of the disclosed embodiments. It is to be understood that the phraseology or terminology employed herein is for the purpose of description and not of limitation. Therefore, while the embodiments herein have been described in terms of preferred embodiments, those skilled in the art will recognize that the embodiments herein can be practiced with modification within the spirit and scope.