AI Systems · Field Note I

AI opportunity & account intelligence for a mid-market SaaS

A multi-phase programme adding intelligent enrichment across the sales funnel — leads, opportunities, and accounts. Includes n8n automation, two-stage LLM analysis, ~90 custom fields per object, a tabbed Lightning Web Component insights panel, a one-click refresh flow, and scheduled re-enrichment with guardrails.

Outcome

Sales teams receive contextual, explainable intelligence inside Salesforce; the system self-governs against stale data, cost overruns, and silent schema drift.

Stack

Salesforce · n8n · Azure OpenAI · Apex · Lightning Web Components

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