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Customer Overview
A global enterprise technology company providing edge-to-cloud solutions, including infrastructure, platforms, and services to help organizations modernize their IT environments.
Business Challenges
Sales teams lacked clear pipeline visibility due to inconsistent CRM data, impacting forecasting and early risk detection. Meeting outcomes and customer context were fragmented across MS Teams, Slack, and Salesforce, leading to slower follow ups and reduced efficiency
Birlasoft Solution
Implemented Agentforce with three focused use cases:
- AI Agents to enable pipeline inspection, CRM grounding, record summaries and lead/opportunity prioritization
- Integrated with MS Teams and Slack to auto capture meetings, generate AI summaries, action items and CRM insights
- Guided knowledge access and web based market/ product intelligence tailored to requirements
Value Delivered
- Improved forecast accuracy and proactive identification of stalled or at risk deals
- Faster follow ups, stronger collaboration, and higher productivity
- Better quality sales conversations and increased win potential