Industry
Client Overview
"Synthia Corp," a global leader in enterprise CRM solutions with over $10 billion in annual revenue, faced a significant challenge. Their 5,000-strong enterprise sales force was struggling to prepare for high-stakes client meetings. Sales executives had to manually sift through dozens of sources Downloadable Assetinternal CRM data, news articles, financial reports, and social media-to build a comprehensive picture of a client's business. This process was time-consuming, inconsistent, and often resulted in missed opportunities.
Synthia Corp's leadership envisioned an internal iOS application that would act as an AI-powered "briefing assistant." This app would automatically gather, analyze, and summarize all relevant information about a client account and its key executives, delivering a concise, actionable briefing directly to a salesperson's iPhone or iPad just before a meeting. They needed a partner who could not only build a polished iOS app but also architect the complex backend AI pipeline required to process vast amounts of unstructured data.
Client Testimonial
"We needed to arm our sales team with a secret weapon, and CIS delivered it. They took our ambitious vision for an AI briefing tool and turned it into a reality that has fundamentally changed how our team prepares for meetings. Their expertise in both large language models and secure enterprise app development was the perfect combination. The 'DealFlow AI' app has been adopted by over 90% of our sales force and the feedback has been overwhelmingly positive. It's the most impactful internal tool we've launched in a decade." - Mark Robertson, Executive Vice President of Global Sales, Synthia Corp
Problem
Synthia Corp's sales team was losing hundreds of productive hours each week on manual meeting preparation. They needed a centralized, AI-driven iOS application that could automatically generate comprehensive, easy-to-digest briefings on any client account, saving time and improving meeting outcomes.
Key Challenges
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01
Data Integration : The solution needed to securely connect to and process data from multiple sources: Synthia's internal Salesforce instance, public financial data APIs, a news firehose, and LinkedIn.
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02
Generative AI Complexity : The core of the app required a sophisticated AI pipeline using Large Language Models (LLMs) to read, understand, and summarize diverse and often conflicting information into a coherent narrative.
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Enterprise-Grade Security : As the app would handle sensitive customer data, it needed to meet Synthia's stringent security and access control standards.
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User Adoption : The app had to be incredibly intuitive and fast, delivering value in minutes to a busy, non-technical sales audience who would abandon it if it was too complex.
Our Solution
CIS deployed a "Salesforce CRM Excellence Pod" augmented with AI specialists to architect and deliver the "DealFlow AI" platform. The solution was a powerful combination of a robust backend AI engine and a sleek, native iOS front-end.
Secure Data Ingestion Pipeline : We built a secure ETL (Extract, Transform, Load) pipeline on AWS that pulled data from the various sources. A custom connector was developed for their Salesforce instance to extract account history, open opportunities, and support tickets.
Multi-Stage LLM Summarization Engine : We used a chain of LLMs to process the data. First, individual models would summarize specific document types (e.g., a financial report, a news article). Then, a final, more powerful model would take these summaries and synthesize them into a master briefing, organized into sections like "Key Business Priorities," "Recent News," "Open Opportunities," and "Executive Bios."
Native iOS App with SwiftUI : We designed and built a beautiful, highly responsive native iOS app using SwiftUI. The interface was designed for at-a-glance readability, presenting the AI-generated briefing in a clean, scannable format. Users could simply search for a company, and the briefing would be generated on-demand.
Role-Based Access Control (RBAC) : We integrated the app with Synthia's Okta SSO system to ensure that sales representatives could only view information for accounts within their assigned territory, enforcing strict data governance.
Implementation & Execution
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Joint Architecture Design
Our solution architects worked hand-in-hand with Synthia's enterprise architecture team to design a secure and scalable AWS-based solution that fit within their existing cloud infrastructure.
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Proof-of-Concept Sprint
We began with a 4-week proof-of-concept focused on a single data source (news articles) to prove the viability of the summarization engine and get early feedback on the briefing format.
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Parallel Development Streams
The project was split into two parallel streams: the backend AI team focused on building the data pipelines and LLM chains, while the iOS team focused on creating the user interface and experience, using mock data.
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Continuous Feedback from Sales VPs
A select group of top-performing sales VPs was involved in bi-weekly review sessions to ensure the output of the AI was genuinely useful and actionable for a sales context.
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Robust Security Audits
The application underwent multiple rounds of penetration testing and security audits by both CIS's internal security team and Synthia's cybersecurity division.
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Phased Global Rollout
The app was launched in a pilot program for the US West region first. After a successful 3-month pilot, it was rolled out globally over the next quarter.
Positive Outcome
The "DealFlow AI" app was a transformative success, delivering clear and significant ROI for Synthia Corp.
1. 80% Reduction in Manual Prep Time
On average, sales executives reported saving 45 minutes of preparation time per meeting, freeing up thousands of hours across the organization to focus on active selling.
2. 15% Increase in Deal Conversion Rate
Sales teams using the app showed a measurable uplift in their conversion rates for strategic accounts, attributed to being better informed and more prepared.
3. 92% User Adoption Rate
Within six months of the global launch, over 92% of the target sales force were active weekly users of the app, demonstrating its immense utility and ease of use.
4. Creation of a New Data Asset
The platform created a new, structured data asset for Synthia Corp, as the AI's analysis and tagging of information provided new insights into market trends and customer needs.
Why Choose Us
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Generative AI Expertise
We possess deep, practical experience in architecting and deploying complex LLM-based solutions.
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Enterprise Integration
We have proven expertise in securely integrating with enterprise systems like Salesforce and Okta.
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User-Centric Design
We focused on creating an intuitive UI/UX for a non-technical audience, driving high adoption.
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Security-First Mindset
Our ISO 27001 and SOC 2 credentials were backed by a rigorous, security-focused implementation.
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Scalable Cloud Architecture
We built a robust AWS backend capable of serving a global, enterprise-scale user base.
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Collaborative Partnership
We worked as a strategic partner, not just a vendor, aligning our work with the client's business goals.
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Agile yet Disciplined
Our CMMI Level 5 process brought order and predictability to an innovative and complex AI project.
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Full-Stack Team
We provided a single vendor who could handle the entire technology stack, from backend AI to native iOS.
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Focus on Business Value
We measured success not by features shipped, but by the impact on sales productivity and revenue.
Conclusion
The DealFlow AI project showcases CIS's ability to leverage cutting-edge Generative AI to solve concrete, high-value business problems for large enterprises. By combining our mastery of AI with our strength in building secure, scalable, and user-friendly mobile applications, we delivered a tool that provided a sustainable competitive advantage to one of the world's top sales organizations.