USE CASE · AI DECISIONING

Next Best Action

AI recommendations that tell the sales force what to offer, to whom, and when. Delivered into the existing CRM. Based on real buying behaviour, portfolio gaps and churn signals.
CONTEXT

Commercial teams work from segments and targets. Neither tells them what this customer needs next.

Recommendations based on product categories rather than individual behaviour produce flat cross-sell rates and churn that is only detected after the account is already lost.

+15%

increase in cross-sell effectiveness at point of sale

-20%

reduction in customer churn, detected and addressed before accounts are lost

Weeks

to first working recommendations delivered into your commercial team's CRM

WHAT IT DELIVERS

A specific action for every sales visit. A measurable outcome for every cycle.

Ranked by conversion probability and margin impact. Based on what each account already buys, what they are missing and what the data says they are most likely to adopt next.

Behaviour patterns that precede churn are visible weeks in advance. The account manager receives a recommended action, not just a warning.

New references are directed at the accounts most likely to adopt early, based on portfolio fit and buying history. Each cycle compounds the next.

Each accepted or rejected recommendation feeds back into the model. The system gets sharper across markets and product ranges over time.

RESULTS

What the organisation gains

01

Revenue grows from intelligence, not habit

Every commercial interaction becomes a data-backed decision. Cross-sell rates improve because every recommendation is based on real account behaviour, not the experience of an individual rep.

02

Churn becomes a managed risk, not a surprise

Early signals surface before the account is lost. Account managers intervene at the moment it makes a difference, with a clear action to take.

03

Each product launch performs better than the last

Launch targeting improves with every cycle. The data each launch generates makes the next recommendation sharper, across markets and product ranges.

HOW IT WORKS

Connected to existing systems. Live in weeks.

No migration. No replacement of existing tools. Commercial data from sales channels, loyalty programmes and transactional systems is connected, modelled and turned into CRM-ready recommendations without disrupting current operations.

The numbers, conservatively phrased

  • +15%

    Increase in cross-sell effectiveness at point of sale

    Pending BD sign-off for publication.

  • –20%

    Reduction in customer churn

    Detected and addressed before accounts are lost. Pending BD sign-off for publication.

  • Weeks

    To first working recommendations

    Delivered into the commercial team’s CRM from go-live.

RELEVANT INDUSTRIES

Where NBA creates the most commercial impact

Most effective where commercial teams manage large account portfolios across broad product ranges.
BANKING

Cross-sell and retention depend on individual behaviour, not generic scoring. NBA builds a model per client at every stage.

RETAIL

Fragmented points of sale make opportunities hard to prioritise. NBA turns every visit into a targeted revenue conversation.

MANUFACTURING

Large catalogues and relationship-driven sales create complex commercial decisions. NBA identifies expansion and churn risk across every account.

BANKING

Cross-sell and retention depend on individual behaviour, not generic scoring. NBA builds a model per client at every stage.

RETAIL

Fragmented points of sale make opportunities hard to prioritise. NBA turns every visit into a targeted revenue conversation.

MANUFACTURING

Large catalogues and relationship-driven sales create complex commercial decisions. NBA identifies expansion and churn risk across every account.