Assume the rep or the SA has this script open on a second screen while running the demo. This is not background reading. This is the coaching layer. Use the “Say this exactly” line as the default talk track, then adapt with the framing notes if the room is more executive or more technical.
B2B sellers already have CRM data, CPQ, contract history, inventory, and margin policy. The problem is that they do not come together fast enough in the live quote moment. Sellers fall back to generic discounts, slow approval chains, and avoidable margin leakage.
This is built for sales, pricing, CPQ, and revenue operations teams. The visible demo stays customer-safe. The script is where the presenter carries the detail, the stakes, and the ask.
The data is already there: CRM / CPQ platform, ERP and inventory, contract repository, pricing policy engine, feature lakehouse, and Kafka quote events. The issue is not whether the data exists. The issue is whether it can be assembled and acted on in <10 ms while the moment is still live.
That is what this demo shows. Nine stages, one primary decision moment centered on Nora Patel, and a decisioning pipeline that turns scattered operational context into the winning action: Bundled quote with premium SLA.
Show how Redis helps commercial teams assemble the live deal context needed to price, route, and approve quotes while the buying moment is still active.
This section explains the purpose of the click and why this moment matters in the overall real-time decisioning story.
This is the full architecture for what you are about to see. At the top are the systems of record and live signal sources — the CRM and CPQ platform, ERP and inventory, contract repository, pricing analytics lakehouse, partner availability APIs, and Kafka seller events. None of these go away. They stay exactly where they are.
The ingest layer has two jobs. RDI handles change data capture and operational sync from the core repositories — near-real-time, no custom pipeline code. Redis Feature Form handles the feature pipeline from the analytical and streaming systems into the context layer, with full train-serve parity. Two tools, two roles, one unified ingest layer.
The context layer is the operational working set. Hot deal state and live session signals stay in Redis RAM for sub-millisecond access. Larger account history, relationship embeddings, and warm competitive context sit in Redis Flex. Redis Context Retriever connects those stores to the decision engine as the semantic access layer — it assembles the Account 360 — deal state, contract history, and pricing policy — and exposes it as structured MCP tools the decision engine can call directly.
The decision engine is where eligibility rules, ML ranking, and policy arbitration come together. The output channels are where the seller sees the result. And the learning loop makes every accepted or rejected action improve the next one.
Frame this as one step in the larger real-time decisioning story, with Redis turning scattered data into an action while the moment is still live. Emphasize this point: Lead with Redis as the operational context layer, not a rip-and-replace. The architecture matters because it makes the live decision possible.
The five-tier Redis Real-Time Decisioning reference architecture with Data Sources, Ingest Layer, Unified Context Layer, Decision Engine, Output Channels, and the learning loop. In the Unified Context Layer, Redis RAM, Redis Flex, and Feature Store sit in the top row. Redis Context Retriever sits centered in a second row below them — visually connecting those stores to the Decision Engine as the MCP access layer.
Practice landing on this transition cleanly: "This is the architecture. Now let me show you what happens when the live customer moment actually starts."
Lead with Redis as the operational context layer, not a rip-and-replace. The architecture matters because it makes the live decision possible.
This is the architecture. Now let me show you what happens when the live customer moment actually starts.
This section explains the purpose of the click and why this moment matters in the overall real-time decisioning story.
This is Nora Patel. Strategic manufacturer account, two-point-one million in annual spend, and a quarter-end quote session just opened on the seller console. This moment has to resolve before the console finishes rendering.
This is not an edge case. This is the repeatable decision moment Forge Industrial handles every day across hundreds of active deals. The system has to be fast enough that the seller walks into the conversation with the right quote already staged — not a generic discount or a configuration that cannot ship.
If the system waits too long, the seller improvises. If it acts on partial context, it surfaces a deep-discount line-item quote when the account qualifies for a bundled premium configuration. Either way, Forge leaves margin on the table. If the system decides in time with full context — account history, live inventory, margin policy, and contract terms all assembled together — it captures higher win rates, shorter approval cycles, and healthier gross margin on strategic deals.
Frame this as one step in the larger real-time decisioning story, with Redis turning scattered data into an action while the moment is still live. Emphasize this point: Make the business stakes concrete. This is the live moment where latency and context determine whether the company captures value or misses it.
The live trigger centered on Nora Patel, plus the side panel explaining why this moment matters right now.
Practice landing on this transition cleanly: "We have one live moment to recognize Nora Patel correctly and act before the old process falls back to something generic."
Make the business stakes concrete. This is the live moment where latency and context determine whether the company captures value or misses it.
We have one live moment to recognize Nora Patel correctly and act before the old process falls back to something generic.
This section is about how the existing systems stay in place while Redis operationalizes their data. Emphasize additive architecture, not rip-and-replace.
Forge Industrial keeps everything you see at the top of this architecture. The CRM and CPQ platform, SAP and Oracle ERP, the contract store, Databricks pricing models, Kafka seller events, and partner APIs all stay exactly where they are. Redis is not the new system of record. Redis is the operational serving layer that makes those existing systems act together in the live quote window.
The ingest layer has two jobs. RDI handles change data capture from the CRM, ERP, and contract repositories — near-real-time sync with no custom pipeline code required. Redis Feature Form handles the feature pipeline from the pricing analytics lakehouse and streaming systems into the online feature store, with full train-serve parity. Two tools, clear separation of concerns, one unified ingest layer.
The result is a working set that is always current. Not a nightly batch. Not a stale snapshot. Milliseconds behind the source.
Frame this as additive architecture. Existing systems remain the systems of record; Redis makes their data usable in the live decision path. Emphasize this point: Reinforce additive architecture. RDI and Redis Feature Form make existing systems operational in the moment without replacing systems of record.
Industry repositories and streaming APIs flowing into Redis through RDI and Redis Feature Form, with pipeline status visible on the right.
Practice landing on this transition cleanly: "Redis does not replace the existing stack. RDI and Redis Feature Form make that stack operational in the live decision window."
Reinforce additive architecture. RDI and Redis Feature Form make existing systems operational in the moment without replacing systems of record.
Redis does not replace the existing stack. RDI and Redis Feature Form make that stack operational in the live decision window.
This section is about the unified context layer. Slow down here and show how live signals and durable history come together to produce decision-ready context.
This is the heart of the decisioning stack. The left panel is Nora Patel's account — customer value band, relationship tenure, prior interaction pattern, eligibility state, contract constraints, and frequency cap history. The right panel is what is happening right now in this session — current intent, live inventory state, capacity availability, risk and compliance check, and surface readiness.
Most systems have one or the other. They can look up an account record. Or they can capture a live quote event. The gap is serving both together at request time, inside the latency budget.
Redis Context Retriever is what makes that possible. It assembles the Account 360 — deal state, contract history, and active pricing policy — and surfaces it as structured tools the decision engine can call directly. No fan-out queries, no manual joins across repositories. History without live state is stale. Live state without history is shallow. Redis is the layer that serves both in the same response path.
Frame this as the heart of the demo. If the audience remembers one thing, it should be that better decisions come from better live context, not from more static rules. Emphasize this point: Slow down here. This is where unified context becomes tangible: history, live signals, policy, and situational awareness in one decision path.
Two panels: historical context on the left and live context on the right, merged into one working view.
Practice landing on this transition cleanly: "A profile tells you who the customer is. Context tells you what the business should do next."
Slow down here. This is where unified context becomes tangible: history, live signals, policy, and situational awareness in one decision path.
A profile tells you who the customer is. Context tells you what the business should do next.
This section is about why the model or rules engine can act in real time. The message is that online features arrive fast, consistently, and with train-serve parity.
You are looking at six features served live from Redis in under a millisecond each — account growth score, deal margin floor, inventory fit, SLA capacity, discount elasticity, and approval risk. One hundred eighty-six features total across this decision path. P99 lookup latency under fifteen milliseconds.
The point is not the feature names themselves. The point is that these are the same features used to train the model, served online at decision time with the same definitions and the same logic. That is train-serve parity. Most teams can train a model. The hard part is serving the right features fast enough in production without drift between the notebook and the live application.
Redis Feature Form on Redis closes that gap. These features are specifically why the system chooses Bundled quote with premium SLA instead of defaulting to the deep-discount path or surfacing a backordered configuration that cannot be fulfilled.
Frame this as the bridge between models and production outcomes. The point is not model training; the point is serving the right features inside the latency budget. Emphasize this point: Differentiate analytics from execution. The model is not the hard part; serving trustworthy online features in milliseconds is the hard part.
Online feature cards plus the feature-serving performance panel.
Practice landing on this transition cleanly: "Your model is only as good as the features you can serve in milliseconds, not the features you can describe in a slide deck."
Differentiate analytics from execution. The model is not the hard part; serving trustworthy online features in milliseconds is the hard part.
Your model is only as good as the features you can serve in milliseconds, not the features you can describe in a slide deck.
This section is about the actual decision. The audience should understand that this is not a generic recommendation; it is ranked next-best-action arbitration based on live context.
The winner is Bundled quote with premium SLA, with an NBA score of 0.94. It wins because it fits this exact moment — Nora's account has a strong growth score, inventory is available for this configuration, the SLA capacity is confirmed, and the margin floor holds. High relevance, strong economics, fully within policy.
Deep-discount line-item quote scores 0.79. That is the path the legacy CPQ process typically takes because it is the simplest fallback when context is incomplete. It is not wrong — it just misses the moment. A bundled premium configuration captures the same win at materially better gross margin.
Backordered configuration is suppressed entirely. Supply and delivery SLAs cannot be met for this account's timeline. A model operating on partial context might have surfaced it. The full picture removes it before it reaches the decision engine.
Redis Search is what powers the similarity matching in this ranking step. Vector search is not a separate product you bolt on — it is a query type that Redis Search handles natively, the same way it handles full-text and numeric filtering. It is just another data type Redis can search at sub-millisecond speed.
This is not content ranking. This is quote decisioning — arbitrating across policy, margin, availability, and account fit in one low-latency response.
Frame this as decision arbitration. The system is not just surfacing options; it is choosing the best action for this exact moment. Emphasize this point: Show that Redis is not just scoring content; it is helping the decisioning stack rank actions in the real business moment.
The ranked candidate actions, with Bundled quote with premium SLA as the winner and Deep-discount line-item quote / Backordered configuration as lower-ranked or suppressed alternatives.
Practice landing on this transition cleanly: "We are not surfacing random recommendations. We are ranking the actions the business already cares about and choosing the one that fits this moment best."
Show that Redis is not just scoring content; it is helping the decisioning stack rank actions in the real business moment.
We are not surfacing random recommendations. We are ranking the actions the business already cares about and choosing the one that fits this moment best.
This section translates the technical story into business value. Tie the decision quality back to revenue, retention, risk reduction, or operating efficiency.
These numbers are direct results of the architecture. Decision latency of 10.9 milliseconds means the quote brief is ready before the seller console finishes rendering. A 4.6 point gross margin lift means deals are structured around value and fit rather than defaulting to the deepest discount available. A 54 percent reduction in approval cycles means strategic accounts move faster through the pipeline without unnecessary escalation.
The value is not this single quote. It is what happens when this decision gets repeated across the full book of business — every strategic account, every product family, every quarter-end window where the system is choosing between a margin-preserving bundle and a generic fallback. That is where the math compounds.
That is also why the next step is a pilot, not a deeper technical evaluation. The question is not whether Redis is fast. The question is what one product family looks like when the quote engine runs on live context instead of stale CRM data and manual pricing lookup.
Frame this in business terms only. This is where the rep should own the room and make the value feel measurable. Emphasize this point: Translate the technical story into measurable business outcomes. This is where the architecture earns the right to exist.
The decision economics panel and the side-by-side business impact summary.
Practice landing on this transition cleanly: "The math is not the single transaction in front of us. It is what happens when this decision gets repeated across the full book of business."
Translate the technical story into measurable business outcomes. This is where the architecture earns the right to exist.
The math is not the single transaction in front of us. It is what happens when this decision gets repeated across the full book of business.
This section is the visible before-and-after. Keep it simple and let the audience see the difference between a generic or legacy experience and a Redis-powered one.
Same seller. Same console. Same moment. The left side shows what happens without the context layer — partial account profile, delayed retrieval, limited live signals. The system falls back to a deep-discount line-item quote because that is the safest generic option available.
On the right, the same console opens with the right action already staged. Bundled quote with premium SLA — best probability-adjusted margin with available stock. Gross margin lift of 4.6 points is the visible result.
The product is not the UI. The UI is identical on both sides. The product is the decision layer underneath it — the one that assembled account history, live inventory, margin policy, and contract terms before the screen finished loading.
Frame this as the payoff slide. Keep it simple: same customer or user, same surface, different decision layer. Emphasize this point: Keep the contrast visual and simple: same surface, different decision layer, very different outcome.
The side-by-side comparison of the generic or delayed path versus the Redis-powered path on the same end-user surface.
Practice landing on this transition cleanly: "Same surface. Same moment. Different decision layer. That is the product."
Keep the contrast visual and simple: same surface, different decision layer, very different outcome.
Same surface. Same moment. Different decision layer. That is the product.
This section closes the loop. Re-state the architectural lesson and remind the audience that the visible output is only possible because the context layer works in real time.
This is the same architecture you saw at the start. Every tier looks the same. What is different now is that you have seen what each one contributed to the outcome.
Three takeaways. First, this is not a science project. This is a practical reference architecture that Forge Industrial can operate today. Second, it is additive — the CRM, ERP, contract repository, and pricing lakehouse stay exactly where they are. Redis sits in the operational path so those systems can act together. Third, this is a business story first. Higher quote win rates, 4.6 points of gross margin, and 54 percent fewer approval escalations are the reasons to do it — not the platform architecture.
The next step is a focused working session to map this against your actual environment. We scope one product family, one strategic segment, and one pilot that runs Redis-powered quote decisioning alongside your current CPQ routing logic. That is a clean comparison with a real KPI before you commit to broader rollout.
Frame this as the close. Re-state the architectural lesson and the next logical step to pilot the approach. Emphasize this point: Close the loop on context and real-time decisioning. End with a pilot-oriented ask tied to one segment, one workflow, and a clear KPI.
The architecture returns with the proven latency, outcome, and scale callouts visible.
Practice landing on this transition cleanly: "You already have the systems and the data. What you need is the layer that lets them act together in the live decision window. That is Redis.
## Anticipated objections
- We already have CPQ.
- Acknowledge the existing investment first. Then explain that Redis is additive: the current system stays in place, and Redis becomes the low-latency context and decisioning layer on top of it.
- Our pricing team owns the rules.
- Tie the answer back to the architecture. The existing tool or process may do part of the job, but the gap is bringing history, live state, policy, and low-latency serving together in one decision path.
- How do we prove the model is not just discounting smarter?
- Answer with measurement. Propose a focused pilot against the current process with a control path, a latency target, and one or two business KPIs that matter to the buyer.
## Pacing guidance
- Total runtime: 12 to 16 minutes end to end. Budget roughly 60 to 90 seconds per stage, with a little more time on Stages 1, 4, 7, and 9.
- Pacing Guide
- Stage 1: 90 to 120 seconds. Orient the room and establish the additive architecture pattern.
- Stage 2: 60 seconds. Introduce the person and the stakes.
- Stage 3: 60 to 90 seconds. Keep it light for business audiences, deeper for technical audiences.
- Stage 4: 90 to 120 seconds. Slow down. This is where the contextual-intelligence story lands.
- Stage 5: 60 to 75 seconds. Go deeper only if the room wants ML detail.
- Stage 6: 75 to 90 seconds. Walk the winner, then contrast the alternatives.
- Stage 7: 90 to 120 seconds. Translate the demo into business math.
- Stage 8: 60 to 90 seconds. Let the visual comparison land.
- Stage 9: 90 to 120 seconds. Recap and close on the pilot ask.
## Audience calibration
- If the room skews executive, spend more time on Stages 1, 7, and 9 and compress the detailed ingestion and feature content.
- If the room skews technical, spend more time on Stages 3, 4, and 5 and let the SE take the lead on RDI, Redis Feature Form, latency, and train-serve parity.
- If the room is mixed, have the rep own the framing and close, and let the SE step in for the technical middle of the story.
## Closing reminder
Keep the close simple: the customer already has the data and the decisioning ambition. Redis is the context layer that makes those signals usable in the live moment so the business can improve higher quote win rate, better margin control, faster approvals."
Close the loop on context and real-time decisioning. End with a pilot-oriented ask tied to one segment, one workflow, and a clear KPI.
You already have the systems and the data. What you need is the layer that lets them act together in the live decision window. That is Redis.
## Anticipated objections
- We already have CPQ.
- Acknowledge the existing investment first. Then explain that Redis is additive: the current system stays in place, and Redis becomes the low-latency context and decisioning layer on top of it.
- Our pricing team owns the rules.
- Tie the answer back to the architecture. The existing tool or process may do part of the job, but the gap is bringing history, live state, policy, and low-latency serving together in one decision path.
- How do we prove the model is not just discounting smarter?
- Answer with measurement. Propose a focused pilot against the current process with a control path, a latency target, and one or two business KPIs that matter to the buyer.
## Pacing guidance
- Total runtime: 12 to 16 minutes end to end. Budget roughly 60 to 90 seconds per stage, with a little more time on Stages 1, 4, 7, and 9.
- Pacing Guide
- Stage 1: 90 to 120 seconds. Orient the room and establish the additive architecture pattern.
- Stage 2: 60 seconds. Introduce the person and the stakes.
- Stage 3: 60 to 90 seconds. Keep it light for business audiences, deeper for technical audiences.
- Stage 4: 90 to 120 seconds. Slow down. This is where the contextual-intelligence story lands.
- Stage 5: 60 to 75 seconds. Go deeper only if the room wants ML detail.
- Stage 6: 75 to 90 seconds. Walk the winner, then contrast the alternatives.
- Stage 7: 90 to 120 seconds. Translate the demo into business math.
- Stage 8: 60 to 90 seconds. Let the visual comparison land.
- Stage 9: 90 to 120 seconds. Recap and close on the pilot ask.
## Audience calibration
- If the room skews executive, spend more time on Stages 1, 7, and 9 and compress the detailed ingestion and feature content.
- If the room skews technical, spend more time on Stages 3, 4, and 5 and let the SE take the lead on RDI, Redis Feature Form, latency, and train-serve parity.
- If the room is mixed, have the rep own the framing and close, and let the SE step in for the technical middle of the story.
## Closing reminder
Keep the close simple: the customer already has the data and the decisioning ambition. Redis is the context layer that makes those signals usable in the live moment so the business can improve higher quote win rate, better margin control, faster approvals.