Executive Dashboard
aKube.ai’s Executive Dashboard provides real-time visibility into presales performance, productivity, and pipeline health. It consolidates key metrics such as proposal turnaround time, deal velocity, win rates, and team efficiency—offering leaders actionable insights to optimize resources and drive revenue growth. By integrating data from CRM systems, proposals, and customer interactions, the dashboard enables data-driven decision-making, highlights process bottlenecks, and measures the impact of AI automation across the sales cycle.
Account Brief
The Account Brief in aKube.ai provides a high-level view of customer engagement metrics, consolidating progress across customer requirements, activity status, and action items in a single location. It helps leadership and teams quickly assess the current state of engagements—identifying what’s been completed, what remains pending, and where any gaps may exist. This centralized visibility enables more informed decision-making and highlights the key factors driving customer success, allowing teams to focus their efforts where they matter most.
Requirements
The Requirements feature in aKube.ai allows users to input, refine, and prioritize customer requirements directly within the platform. It helps teams clearly map out what the customer expects, identify relevant constraints or preferences, and define what success looks like from the customer’s perspective. These structured requirements serve as a critical foundation for generating executive briefings, tailored proposals, and effective solution designs.
Activities
The Activities feature in aKube.ai tracks all forms of customer engagement, including meetings, calls, chats, and workshops. It logs what was done, by whom, and when, providing a clear and chronological view of interactions. This helps teams ensure that nothing falls through the cracks and that every step in the engagement process is accounted for. By aligning these activities with customer requirements, the platform enables better visibility into whether the engagement is progressing appropriately and staying on track.
Action Items
The Action Items feature in aKube.ai captures specific tasks and follow-ups that arise from customer activities and requirements. It promotes accountability by assigning these tasks to individuals along with clear due dates, ensuring that each action has an owner and a timeline. This helps teams stay responsive—for instance, when a customer makes a request, there is a defined next step in place. By tracking and managing these tasks effectively, the platform helps close loops, ensuring that nothing is missed and that all necessary actions are completed to support accurate proposals, smooth solution delivery, and high customer satisfaction.
How They Work Together
Putting them together, these features form a workflow that ensures:
- Clear understanding of what the customer needs (Requirements).
- A history of what’s been done and interactions (Activities).
- Defined next steps to address needs and follow-ups (Action Items).
- Oversight and summary of all of that for planning and decision making (Executive Dashboard).
This architecture helps make customer engagement more structured, transparent, and effective over time.
Boost productivity and increase revenue by accelerating win rates and streamlining the proposal process. With proprietary algorithms delivering over 95% accuracy, you can generate faster, more tailored responses that align precisely with customer needs. This deep understanding enhances client engagement and shortens sales cycles, resulting in greater efficiency and higher conversion rates. Achieve cutting-edge accuracy by harnessing real-time, contextual insights through AI-powered solutions. Transform your sales and engagement strategies by embedding intelligent automation into your workflows, empowering teams to innovate, operate more efficiently, and drive measurable business results.
aKube.ai delivers significant time and cost savings for presales teams by automating key workflows. On average, each Sales Engineer saves 10 hours per week—roughly 25% of their time—which can be redirected toward higher-impact, revenue-generating activities.
With an average SE salary of $150,000 per year, this time savings equates to $37,500 in annual value per SE.
Meanwhile, the total cost of aKube.ai per SE is under $3,000/year, which includes:
- Platform cost: $5,000/month for 50 SEs → $100/month per SE → $1,200/year
- Usage cost: ~$3/hour of video ingestion → $30/week for 10 hours → $1,500/year
- Total cost per SE: ~$2,700/year (rounded to $3,000 for simplicity)
That’s a 12.5x return on investment, or 1,250% ROI—making aKube.ai a highly cost-effective platform for scaling SE productivity and preserving critical knowledge.
aKube.ai Proposal Generation
aKube.ai automates and accelerates the proposal creation process using AI that understands business context, logic, and compliance requirements. It ingests data from meetings, CRMs, chats, and documents to generate accurate, consistent, and customer-aligned proposals. By automating business logic and workflows through AI agents, aKube.ai ensures precision, consistency, and faster turnaround—cutting proposal time by up to 60% and saving each sales engineer 8–12 hours weekly. Its intelligent platform maintains brand, technical, and policy accuracy while enabling presales and sales teams to scale efficiently and focus on higher-value activities.
Use case successes for a Fortune 50 Technology company and an International Manufacturing company:
- Automated proposal and solution document creation
- Rapid RFP response and CRD (Customer Requirement Document) creation
- Scalable partner enablement and training
- Executive-level visibility into presales performance
AI-Powered Business Development & Pre-Sales Automation – Customer Success Reference Story
Project Overview
A leading Fortune 50 global technology provider partnered with aKube.ai to design and deploy an AI-powered solution that automates the generation of customer-specific technical proposals. The project was executed over eight weeks by aKube.ai’s senior AI engineering team and data scientists and serves as a blueprint for transforming pre-sales and business development at scale.
Challenge
Traditional proposal creation was slow, manual, and inconsistent, requiring significant engineering and sales effort and resources to capture customer requirements, align with solution templates, and generate polished technical documents. This slowed time-to-proposal, delayed sales cycles, and limited scalability.
Solution Delivered
aKube.ai’s Digital BDM solution combined conversational intelligence, retrieval-augmented generation (RAG), and workflow automation to build a fully functional MVP that:
- Ingests & Analyzes Conversations – Processes unstructured collaboration data and extracts actionable insights mapped to 37+ dynamic template variables.
- Ensures Channel & Customer Alignment – Automatically tags context to the right customer, solution, and sales motion.
- Provides a Full API & UI Framework – Includes REST API suite (11 endpoints), database schema, and browser-based UI for template selection, variable inspection, and document preview.
- Automates Document Pipeline – Built on Airflow DAGs to ingest templates, extract placeholders, generate proposal documents, and track metadata.
- Delivers AI-Powered Document Generation – Uses deterministic prompt engineering and RAG to produce contextually accurate proposals in standard Word format and business tone.
- Implements Human-in-the-Loop Quality Control – Allows manual review and override of AI outputs to ensure precision and prevent hallucinations.
- Deploys Secure AI Stack – Runs on Azure OpenAI GPT-40 with integration-ready architecture for additional private models (e.g., Llama3.1).
- Leverages Vector Database for Scale – PostgreSQL vector DB powers fast retrieval and multi-solution scalability.
- Prepares for Enterprise Extensibility – Built to integrate with external tools (project management, CRM, conversational bots) and expand to deliver LOE/SOW generation in future phases.