AI-Driven Sales Prioritization and Salesforce Integration for Uniteco Profesional
Client:
Uniteco Profesional
Industry:
Insurance
Applied technologies:
- Salesforce
- Machine Learning
- React
- Node.js
- Azure Cloud
- Power BI
Client Context
Management of over 50,000 healthcare professionals.
The Operational Challenge
The sales team was dedicating between 1.5 and 2 hours daily to manually plan their calls, which severely limited their time for direct client interaction.
The Solution Architecture
We developed "Sales 2.0," an intelligent prioritization system powered by AI. It automatically analyzes interaction history, client behavior, and success patterns to generate optimized daily action plans. Key functionalities include an AI scoring engine for automatic prioritization, intelligent segmentation based on conversion potential, real-time dashboards, full integration with Salesforce, and proactive alerts for critical opportunities.
Business Impact
Daily planning time was reduced from 1.5–2 hours to less than 15 minutes, freeing up to 9 hours per week per sales representative. This resulted in a 40% increase in optimal client contacts and achieved over 80% automation in daily commercial management.