EcoMetricX (Internal → Productized)
Conference floors, inbound inquiries, and complex RFP cycles are the lifeblood of a high-end analytics firm — but the tools designed for this problem were built for software sales teams, not scientist…
AI Tools Available
Proposal Templates
RFP Response Time
Pipeline Stages
The Challenge
Conference floors, inbound inquiries, and complex RFP cycles are the lifeblood of a high-end analytics firm — but the tools designed for this problem were built for software sales teams, not scientists. Off-the-shelf CRMs are cluttered with sales theater. RFP response is manual and slow. Lead enrichment means toggling across a dozen browser tabs. After watching too many qualified opportunities fall through the cracks, EcoMetricX decided to build what the market hadn't: a business development platform designed specifically for expert-led consulting firms, where the AI understands the nuance of consultative enterprise sales.
Our Approach
EcoMetricX built a full-stack AI-native BD platform on AWS Amplify Gen 2, organized around three moments that matter in enterprise sales: capture, qualify, and close. On capture: smart conference lead intake with deduplication and automatic business enrichment. On qualify: a 3-factor composite lead scoring model (fit × engagement × enrichment signals) that continuously surfaces the highest-leverage pipeline. On close: Via, an embedded AI assistant with 13 purpose-built tools — drafting RFP analysis, generating proposals across 5 template types, synthesizing Fireflies meeting transcripts, producing Quarterly Business Reviews, tracking client health scores, and recommending next best actions. Every AI action is logged with full before/after audit trail. Multi-model routing uses Amazon Nova 2.0 for standard tasks and Claude Opus for high-stakes writing. The proposal engine supports structured review workflow with section-level editing and version history.
Results
The platform is in active production running EcoMetricX's own BD operations. Every live client engagement the firm manages today originated through it. RFP responses that previously required 3–4 business days of analyst time are now drafted in hours. The system is being productized as a licensed offering for professional services firms, biotech companies, and government contractors who face the same challenge: expert teams who need AI that works for them, not against them.
Technologies Used
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