Salesforce: seller copilot
Integrated Microsoft Copilot for Sales with Salesforce so sellers get email-thread and Teams-meeting summaries (with translation) and create CRM contacts from email signatures in Outlook/Teams.
Industry: Energy management & industrial automation
Tools named: Microsoft Copilot for Sales, Salesforce CRM
Reported results (as quoted): "It's already being used by 5,000 people in more than 30 countries" and "on track for 10,500 Copilot for Sales users by the end of 2024." Contact generation showed "a significant increase" vs a baseline (no number given).
Note: Adoption and qualitative gains only.
Source
Company: Schneider Electric · Vendor case study · https://www.microsoft.com/en/customers/story/18860-schneider-electric-microsoft-365-copilot-for-sales · Published Oct 15, 2024
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