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Revolutionizing Sales and Customer Journeys with Generative AI at AWS: A Journey into Account Summaries

With the rise of artificial intelligence (AI) technology, organizations are leveraging generative AI to transform their sales and customer engagement processes. At AWS, we are leading the way in integrating AI into our teams’ workflows, automating tasks, providing recommendations, and improving strategic interactions with customers. In this blog post, we explore our journey with generative AI at AWS, specifically focusing on our Account Summaries use case built on Amazon Bedrock.

The Account Summaries use case is designed to equip our teams with comprehensive, on-demand summaries of customer accounts. By seamlessly integrating structured and unstructured data from various sources, we provide personalized content to our sellers, helping them be better prepared for customer engagements. With features like executive summaries, organization overviews, product consumption insights, opportunity pipelines, investments, and support information, along with AI-driven recommendations, our sellers are able to stay informed and make data-driven decisions.

Since its inception, more than 100,000 GenAI Account Summaries have been generated, leading to significant time savings for sellers and a 4.9% increase in the value of opportunities created. The impact of this use case has been profound, especially for teams managing a large number of customers. By providing up-to-date and relevant information, Account Summaries have enabled sellers to quickly understand customer situations, improve account transitions, and approach customer interactions armed with valuable insights.

Our approach to implementing Account Summaries on AWS has been strategic and flexible. By leveraging existing AWS services like Amazon Bedrock, Titan, and Claude models, we have created a scalable foundation for deploying AI-powered solutions. Our multi-model approach allows us to optimize for accuracy, response time, and cost-efficiency, ensuring that we deliver high-quality summaries to our sellers.

In addition to discussing our use case, we also highlight key considerations for organizations looking to implement generative AI solutions. From data sources and indexing to prompting strategies and hallucination mitigation techniques, we provide insights into our infrastructure, operational practices, and the lessons we’ve learned along the way.

As we continue on our generative AI journey at AWS, we invite others to explore the possibilities of AI technology, experiment with AI services, and embark on their own transformation journeys. Stay tuned for future posts where we’ll dive deeper into other AI use cases that are reshaping our sales and marketing organization at AWS.
About the Authors
Rupa Boddu, Raj Aggarwal, and Asa Kalavade are leaders at AWS driving the adoption of generative AI technology across the organization. With their expertise in AI strategy, product development, and field experiences, they bring a wealth of knowledge and experience to the table. Through their collaboration, they are spearheading the transformation of sales and customer engagement processes using AI technology.

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