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Customer Overview
A leading UK-based media and entertainment company engaged in broadcast television, digital streaming, and content production for global audiences.
Business Challenges
Commercial Sales teams relied on manual effort and fragmented data to understand accounts, deal performance, activities, and campaign engagement, limiting speed and quality of decision making.
Birlasoft Solution
Implemented Agentforce with three focused use cases:
- Pulse Button on Account & Contact pages providing one click AI summaries across account overview, deal performance, activities, and campaigns
- Customer Insights Agent: Retrieve latest customer information from ALF Insight via a conversational AI interface in Salesforce with optional record updates
- Next Best Actions using native Einstein AI to recommend meetings, tasks, and follow ups
Value Delivered
- Enabled faster, more informed decisions through real time insights
- Reduced the need for manual analysis for sales teams
- Delivered a unified AI driven experience embedded directly within Salesforce.