Getting Started with Amazon Quick for Sales Teams

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Getting Started with Amazon Quick for Sales Teams

Aarush Agarwal, Worldwide Generative AI Specialist, AI Go-To-Market Team

Generative AI is revolutionizing how sales teams qualify opportunities, personalize customer engagement, and optimize internal workflows that maximize productivity and deal closure rates. With AI solutions like Amazon Quick available for use, sales teams are empowered to take the development of solutions into their own hands. After all, who knows the sales process better than sales professionals? Additionally, with the solutions that are available on the market today, sales teams don’t need to be reliant on IT for developing technology solutions and can begin realizing the value of AI in minutes, not weeks or months.

In this post, we will share step-by-step instructions on how sales organizations can start building with Amazon Quick, addressing use cases like Customer Research, Qualification Question Generation, and Personalized Outreach. By following the step-by-step instructions, you will be able to use Research and deploy Flows within your environment, while also developing an understanding of how easy it is to build productivity solutions with Quick that accelerate your sales cycle and improve win rates.

Use Cases

McKinsey identifies generative AI use cases for sales teams across three core areas: improving productivity, accelerating growth, and enhancing customer experience. These applications range from automating administrative tasks and providing real-time insights to enabling hyper-personalized outreach and advanced lead targeting. Amazon Quick provides you with the foundation to innovate with AI and augment how you and your sales teams build customer relationships and ultimately close deals, which this post will explore.

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Prerequisites

For this walk through, you should have the following prerequisites:

Use Case 1: Customer Research

Sales professionals are leveraging AI to transform their pre-meeting preparation and account planning by automating complex tasks like account research, opportunity analysis, and competitive intelligence gathering. This enables sales teams to spend less time manually searching through disparate data sources and more time building meaningful relationships with customers. With AI synthesizing information from various sources in minutes instead of hours, sales reps can walk into every customer conversation thoroughly prepared with relevant insights and discussion points. Let’s jump into how you can use Quick Research to dive deep into customer priorities, better enabling you to earn trust with customers and accelerate your sales cycle.

Using Quick Research

  1. Log in to the Amazon Quick console

  2. Using the left-hand side navigation panel, select ‘Research’

  3. To trigger a new comprehensive research report, select ‘New Research’

  4. In the Research objective text box, enter the research goal desired. For example:

Please provide an in-depth analysis of the user provided company, using data sources such as but not limited to 10k documents, financial documents, investor presentations, company website, web searches, etc., diving deep into these topics: 1) 2025-2026 Business Priorities, 2) 2025-2026 Technology Initiatives, 3) Recent News, 4) Company Mission, 5) Company Products or Services, 6) Company Revenue Streams, and 7) Other Relevant Information 

Company for Analysis: Amazon

  1. Ensure Web search within Research materials is enabled

    1. If you have company documentation (ex. meetings notes, account plans, etc.) that you want included within the analysis, please provide context via the ‘File uploads’ and ‘Quick assets’ sections

  2. Select ‘Create plan’

  3. Review the ‘Topics to explore’

    1. If needed, revise plan using the text box in the top right

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  1. Once aligned on the ‘Topics to explore’, select ‘Start researching’

  2. Allow Quick Research to work through research tasks to provide you with an in-depth analysis

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  1. Utilize research insights to optimize sales meetings with your customer!

Use Case 2: Qualification Questions Generation

Sales Professionals know that one of the most critical parts of the entire sales cycle is properly qualifying opportunities. One of the most common pitfall of lost deals is not aligning your customer’s goals with the value of your product or service. Let’s jump into how you can use Quick Flows to optimize the qualification process by helping you ideate on qualification questions to effectively guide customer conversations and set up your pipeline for success.

Building a Quick Flow for Opportunity Qualification

  1. Log in to the Amazon Quick console

  2. Using the left-hand side navigation panel, select ‘Flows’

  3. In the prompt text box, enter the goal of the desired Flow. For this example:

Scenario: You are an assistant to a sales representative looking to qualify a sales opportunity  

Inputs: The sales representative you are assisting with will provide you with the following details: 1) The product or service being sold, 2) a description of the product or service, 3) the target persona or title, 4) The customer’s name, and 5) The customer’s industry  

Output: After doing research on the customer’s main business objectives, goals, current initiatives, persona’s priorities, and industry trends, create at least 3 qualification questions for each section of MEDDPICC to ensure opportunity qualification for the product being sold.

  1. Click ‘Generate’

  2. To test the flow, switch from ‘Editor’ to ‘Run mode’

  3. Provide the Flow with necessary inputs. For example:

Product or Service: Amazon Quick Research 

Product Description: Amazon Quick Research is an AI-powered agent that combines your organization's internal knowledge with data from the public internet to deliver expert-level insights in hours instead of weeks. To get started, enter your research objective and watch as the agent develops a plan and conducts in-depth research. Collaborate with the agent to iterate on the research and create customized reports, all with key insights linked to original sources. Users can also enhance their research with trusted third-party content sources. From discovery to synthesis, Quick Research streamlines the entire process, empowering you to make faster, more informed decisions. 

Target Persona: Product Manager 

Customer Name: Ring 

Customer Industry: Home Security Systems / Smart Home
  1. Click ‘Start’ to begin testing the Flow

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  1. To optimize outputs, switch back to ‘Editor’

  2. Click on an input or output step to begin editing

  3. Adjust ‘Prompt’ as needed. For example, providing sample qualification questions

  4. Click ‘Save’ when done editing a ‘Prompt’

  5. Switch back to ‘Run mode’ for testing

  6. Once satisfied with outputs, click on ‘Share and Publish’ to enable teammates to utilize your newly created Flow for optimizing opportunity qualification

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Use Case 3: Personalizing Messaging

To strengthen relationships and resonate with customers, sales professionals know it’s important to speak in your customers’ language. AI can accelerate the pace at which you personalize value propositions, helping you spend more time focusing on closing deals and prospecting for more opportunities. Let’s jump into how you can use Quick Flows to take standard messaging and apply it to individual customers, utilizing Flows ability to search for customer goals and leverage generative AI to personalize messaging.

Building a Quick Flow for Messaging Personalization

  1. Log in to the Amazon Quick console

  2. Using the left-hand side navigation panel, select ‘Flows’

  3. In the prompt text box, enter the goal of the desired Flow. For this example:

Scenario: You are an assistant to a sales representative modifying messaging to better resonate with individual customers  

Inputs: The sales representative you are assisting with will provide you with the following details: 1) The product or service being promoted, 2) a description of the product or service with key selling points for promotion, 3) the target persona or title, 4) The customer’s name, and 5) The customer’s industry  

Output: After doing research on the customer’s main business objectives, goals, current initiatives, persona’s priorities, and industry trends, leverage the provided messaging to create a 3-email outbound sequence with the goal of setting up an introductory call and introducing to the customer the product/service’s value in the customer’s context. Optimize the messaging by ensuring all information is factual (ex. avoid customer reference hallucination) and that you stay within the brand guidelines of the product description provided. Ensure emails are no longer than 125 words long. Introduce a step to review the three emails after they are created, improve them, and share all 3 improved emails in a combined output.
  1. Click ‘Generate’

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  1. To test the flow, switch from ‘Editor’ to ‘Run mode’

  2. Provide the Flow with necessary inputs for testing. For example:

Product or Service: Amazon Quick Research 

Product Description and Key Selling Points: Amazon Quick Research is an AI-powered agent that combines your organization's internal knowledge with data from the public internet to deliver expert-level insights in hours instead of weeks. To get started, enter your research objective and watch as the agent develops a plan and conducts in-depth research. Collaborate with the agent to iterate on the research and create customized reports, all with key insights linked to original sources. Users can also enhance their research with trusted third-party content sources. From discovery to synthesis, Quick Research streamlines the entire process, empowering you to make faster, more informed decisions. 

Target Persona: Inventory Specialist Lead 

Customer Name: Whole Foods Market 

Customer Industry: Grocery Retailer

  1. Click ‘Start’

  2. Test with a service or product offering from your company with a realistic prospect customer

  3. To optimize outputs, switch back to ‘Editor’

  4. Click on an input or output step to begin editing by editing the ‘Prompt’. For example:

    1. Here, we ask Quick to: “Please perform some targeted searches with consideration of the product we are trying to sell to the prospective customer - @EnterEnterEnterEnterEnterEnterEnterEnter Product or Service: @Enter Product Description”
    2. Note: You’re able to reference the value of user input by typing ‘@’ and selecting the value desired to provide additional context to the model

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  1. Continue to adjust ‘Prompts’ as needed. For example, specifying the tone of the emails or changing the call-to-action

    1. Click ‘Save’ when done editing a ‘Prompt’

  2. Switch back to ‘Run mode’ for testing

  3. Once satisfied with outputs, click on ‘Share and Publish’ to enable sales teammates and business development representatives to optimize outbound prospecting and messaging personalization

Conclusion

In this post, we’ve explored how sales teams can leverage Amazon Quick to transform their daily operations through AI-powered automation. By implementing the key use cases we’ve covered - customer research, qualification question generation, and personalized messaging - sales professionals can significantly reduce time spent on manual tasks while improving the quality of their customer interactions.

Getting started is simple: begin by setting up your Amazon Quick environment, then explore the Research capability to enhance workflows like customer preparation. As you become familiar with the platform, create your first Flow to generate qualification questions, and share your successful workflows with your team to multiply the impact. Through embracing these AI-powered solutions, sales teams can spend less time on research and administrative tasks and more time doing what they do best - building relationships and closing deals.

For more insights on maximizing your sales effectiveness with AI, explore Quick’s features that enable productivity gains for enterprise sales teams.