How Evergreen Reimagined Sales Insights with AI
Answers delivered in seconds, not hours
Sales reps now access real-time client revenue, product, and trend data from the road
Improved client conversations and deal velocity
Chatbot scaled to clients for order tracking and product discovery
Evergreen is a nationwide distributor and retailer with a mobile sales force that needed faster, more flexible access to sales and client data. Partnering with RTS Labs, they implemented a conversational AI platform that empowers reps with real-time insights anywhere, transforming how they engage with clients.
Reps type, “What are my top five accounts this quarter?” and get an instant answer.
Natural language is translated into optimized SQL queries, with full awareness of the database schema.
A library of common sales requests makes frequent queries even faster.
Results come back in easy-to-read charts and tables, mobile-ready for reps in the field.
Integrated with SSO and role-based rules, ensuring reps only see their accounts.
After internal success, the chatbot was extended to customers for self-service order checks and product recommendations.
This was not a “big bang” launch. RTS Labs and Evergreen built adoption through tight collaboration:
Evergreen’s conversational AI platform didn’t just speed up reporting — it changed how sales works.
Sales reps now get answers instantly, cutting delays from minutes or hours down to seconds
Data is accessible anywhere, enabling more informed, confident client conversations
Reps focus less on hunting for data and more on building relationships and closing deals
Customers now self-serve for orders and product recommendations, improving satisfaction and reducing support load
— Director of Sales
With conversational AI embedded into daily sales workflows, Evergreen is looking ahead to predictive capabilities:
Let's start a conversation.