AI analysis of surveys ensures objective proposals, speeding up negotiations and sales efficiency.
1. Issue: Misguided Proposals Based on Subjective Judgment
As an IT service sales partner, the agency engages prospects through targeted email proposals to drive new business negotiations.
To gauge dissatisfaction and identify areas for improvement regarding these proposals, they also send a survey consisting of a 5-point rating scale and open-ended comments.
Interpreting survey responses has been highly subjective, leading to inconsistent evaluations by sales representatives. This often results in certain comments being either downplayed or overly emphasized.
Consequently, customer feedback is frequently misrepresented in subsequent proposals, leading to a mismatch with customer expectations. This necessitates numerous proposals to be made before advancing to the consideration phase.
2. Solution: AI-based Survey Response Analysis
To solve this problem, the process owner incorporated generative AI (ChatGPT) into the proposal distribution flow.
Customer surveys (5-point rating and free-form comments) are automatically analyzed by AI, and areas for improvement and next sales actions are suggested.
In addition, an objective satisfaction rating (1-5) is now calculated based on these ratings and comments.
This enables salesrepresentatives to objectively consider their next proposal.
Reduced proposal volume accelerated negotiations, directly enhancing sales efficiency.
Before
View details of the workflow diagram
0.Manual start / HTTP start
Manual start, or start via HTTP request from an external system.
q_key
A Key is set for each survey.
Canceling the investigation
The investigation will be canceled if there are any input deficiencies, such as the sales representative’s name being blank.
Satisfacton survey request emails will be sent.
Satisfaction Survey FORM
An answer form for the survey is issued based on the evaluation chosen by the customer, and the customer is asked for comments.
Satisfaction 1=5
The star rating is converted into a numerical value. For example, two stars (★★) becomes “2”.
postGoogleChat
Responses to the questionnaire will be posted to Google Chat.
After
View details of the workflow diagram
0.Manual start / HTTP start
Manual start, or start via HTTP request from an external system.
q_key
A Key is set for each survey.
Canceling the investigation
The investigation will be canceled if there are any input deficiencies, such as the sales representative’s name being blank.
Satisfacton survey request emails will be sent.
Satisfaction Survey FORM
An answer form for the survey is issued based on the evaluation chosen by the customer, and the customer is asked for comments.
Satisfaction 1=5
The star rating is converted into a numerical value. For example, two stars (★★) becomes “2”.
AI evaluation prompt
The contents of the survey response are inserted into a prompt for analysis instructions, and then formatted.
AI evaluation(ChatGPT)
The formatted prompt is passed to the AI (ChatGPT), which analyzes the following:
Calculation of overall satisfaction (1-5)/Extraction of key issues and requests/Suggestion of the next sales action
postGoogleChat
Responses to the questionnaire will be posted to Google Chat.
3. Customers Case Study
Honda Motor Co., Ltd.
Used for Company-wide Approval Flows such as general affairs applications, training recepti…
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Toho Gas Network Co., Ltd. (Negotiation and Design Section)
500 Applications Per Month Completely Digitized! Reduced Labour and Eliminated Printing and…
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MITSUBISHI PENCIL CO., LTD.
Moving Complex Business that had been processed by Notes to the cloud workflow. Approximate…
View More4. Other Business Applications
We will enable AI-based reviews for the following tasks:
Strengthening Customer Support
Customer Master Synchronisation Process, Google Sheet Integration
Streamlining New Sales Training
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