The session content will consist of a PowerPoint deck and also live demo of the Salesforce application showcasing how the users utilize the capability provided.
We will also talk through data ingestion using Snowflake & Databricks, model development using LLMs and surfacing of the outputs in Salesforce application.
We'll talk through the project delivery process including iterative development based on end user feedback to fine tune the model outputs in the form of AI-generated summaries and also understanding where in the sales process the new functionality fits in the best.
We'll talk through how the project was a collaborative effort between the Data Science, Data Analytics and Marketing & Sales Systems teams at LCS.
We collaborated with the business stakeholders and end users to understand the answers to the following questions as we developed the solution. This resulted in an optimum solution as well as increased adoption.
What is the best way for the Summary support the Sales Process?
When would a Summary have the biggest impact?
Where would you expect to see the greatest impact from the Summary over time?
What does acceptable risk look like?
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## Session: Prospect Summarization in CRM using AI to Enable Sales Conversion **Track:** Business Systems and Data | **Time:** 1:20 PM–2:05 PM | **Room:** 250-252 | **Type:** Success Story **Conference:** CIRAS AI Summit for Iowa — May 6, 2026, Scheman Building, Iowa State University, Ames IA ### Speaker(s) **Levi Sperry** — Senior Data Analyst, LCS (Des Moines, IA) Levi Sperry:Levi Sperry is a Senior Data Analyst at Life Care Services, where he designs and deploys enterprise analytics solutions supporting more than 120 senior living communities. His work spans statistical modeling, time series forecasting, impact analysis, and anomaly detection, along with building scalable data infrastructure in Databricks and Snowflake. Levi has led initiatives integrating large language models and NLP into operational workflows, including extracting structured insights from unstructured CRM data and developing embedding-based matching systems. He partners with stakeholders across business and technology teams to translate complex data into actionable strategy. Prior to LCS, Levi worked in healthcare finance and analytics, supporting multi-site clinical operations and system transitions. He holds MBA and MHA degrees from the University of Missouri. **Dinakar Kesavapillai** — Director, Marketing & Sales systems, LCS (Des Moines, IA) Dinakar Kesavapillai: Dinakar is the Director of Marketing & Sales Systems at LCS, based in Des Moines. Dinakar has 22 years of experience leading teams on their digital transformation | initiatives to design and deliver solutions for internal and external customers, | primarily in Customer Experience domain through CRM and Digital | platforms. He has deep understanding of Sales, Marketing, Service and Commerce | processes and expertise in business transformation. He brings together | customer understanding, data and technology to build world-class solutions. | Dinakar holds an MBA with focus in Marketing and a Bachelors Degree in | Mechanical Engineering. ### Session Description The session content will consist of a PowerPoint deck and also live demo of the Salesforce application showcasing how the users utilize the capability provided. We will also talk through data ingestion using Snowflake & Databricks, model development using LLMs and surfacing of the outputs in Salesforce application. We'll talk through the project delivery process including iterative development based on end user feedback to fine tune the model outputs in the form of AI-generated summaries and also understanding where in the sales process the new functionality fits in the best. We'll talk through how the project was a collaborative effort between the Data Science, Data Analytics and Marketing & Sales Systems teams at LCS. We collaborated with the business stakeholders and end users to understand the answers to the following questions as we developed the solution. This resulted in an optimum solution as well as increased adoption. What is the best way for the Summary support the Sales Process? When would a Summary have the biggest impact? Where would you expect to see the greatest impact from the Summary over time? What does acceptable risk look like? ### Other sessions in the Business Systems and Data track - The AI-Human Edge: Accelerating Human Mastery in the Age of Intelligent Systems (10:20 AM–11:05 AM) - Utilizing AI in Simple Glueware development (1:20 PM–2:05 PM) - Making AI Part of the Business: From One-Off Tool to Everyday Advantage (2:15 PM–3:00 PM) - Operationalizing AI for Sales Excellence (3:10 PM–3:55 PM) ### Suggested prompts for this session - "What questions should I prepare to ask the speaker(s) at this session?" - "Create a structured note-taking template for this session focused on actionable takeaways" - "Based on this session description, what background reading should I do to get the most value?" - "After I attend, help me create an action plan for implementing what I learned" - "How does this session connect to the other sessions in the Business Systems and Data track?"