Transforming Sales Decisions with Generative AI and BigQuery

Our client sought to modernize its sales analytics by leveraging AI and cloud technologies. Their existing system relied on fragmented data sources, manual reporting, and lacked predictive capabilities, leading to delayed decision-making and missed opportunities. They partnered with us to build an AI-powered Sales Datamart on Google BigQuery, integrated with Generative AI (Gemini API) and Vertex AI, to automate insights, enhance forecasting, and enable conversational analytics.

Built on Google BigQuery for sales data analysis, the solution integrates:

• Vertex AI and Generative AI for sales forecasting using GenAI and conversational analytics.
• Gemini API for natural language insights and automated report generation.
• Dataflow pipelines for seamless CRM and ERP data integration, ensuring real-time updates.
• Looker dashboards for sales, enhanced with AI-powered recommendations for demand forecasting and inventory optimization.

The client was struggling to deal with following challenges: 

1. Data Fragmentation: Sales data was siloed across multiple systems, leading to inconsistencies and reporting delays.
2. Manual Reporting: Sales teams spent excessive time generating reports instead of analyzing trends.
3. Limited Predictive Capabilities: Lack of AI-driven forecasting made it difficult to anticipate demand and optimize inventory.
4. Non-Technical User Barriers: Sales teams struggled with complex SQL queries, needing a simpler way to extract insights.
5. Real-Time Analytics Needs: Legacy systems couldn’t provide up-to-date insights for agile decision-making.

After carefully, understanding our client's challenges, unique requirements and need for Sales performance optimization, here's the solution we implemented:

• Centralized Sales Data Infrastructure: Built a Sales Datamart in BigQuery, integrating structured data from CRM, e-commerce, ERP, and POS systems for a unified sales data repository.
• Automated ETL Pipelines: Used Dataflow and Cloud Functions to automate data ingestion, cleansing, and transformation, ensuring real-time updates.
• Sales Forecasting using Generative AI: Our team Leveraged Vertex AI and machine learning models to implement AI sales forecasting for predicting sales trends, detecting seasonality patterns, and optimizing inventory management.
• Generative AI for Insights & Reporting: Implemented GenAI-powered NLP models to enable sales teams to query data using natural language (e.g., “Show me last quarter’s top-performing products”).
• Automated document generation: We also deployed a AI-powered automated solution to generate sales summaries, insights, and executive reports using GenAI, reducing manual effort.
• Conversational Sales Assistant: Developed a GenAI chatbot for sales, integrated with BigQuery, allowing stakeholders to ask real-time questions about sales performance, trends, and forecasts.
• Looker Sales Dashboards with AI-driven reporting: Designed interactive looker dashboards for sales, enhanced with AI for sales optimization, real-time sales insights,