Zurich Insurance
Sales workflow automation
Sales teams toggled apps, leaving data stale. Now, AI updates records directly inside Outlook, saving 14,000 hours/year.
- Projected 14,000 hours annual savings
- 300 active Copilot for Sales users
Sellers battled manual entry and 100 daily emails. AI now updates CRM records directly in Outlook, saving hours for client work.
A nearly 200-year-old industrial tech leader in automation and electrification with one of the world's largest Salesforce CRM deployments across more than 30 countries.
Sales representatives struggled with manual data entry and app switching, managing up to 100 emails daily while trying to maintain accurate records....
“Improving the efficiency of operations of our salespeople is absolutely essential.”
Energy management and industrial automation solutions provider.
Enterprise software, cloud infrastructure, and consumer electronics platform.
Related implementations across industries and use cases
Sales teams toggled apps, leaving data stale. Now, AI updates records directly inside Outlook, saving 14,000 hours/year.
Manual SOP writing stalled centralization. Copilot cuts drafting time from 1 hour to 10 minutes, securing knowledge before experts retire.
Email orders took 42 hours to process across five systems. AI agents now parse files and trigger ERP actions in under one minute.
Patent strategy relied on subjective manual judgment. AI now standardizes analysis, cutting research cycles from months to days.
IT staff logged in every six hours to check 30 systems. GenAI now automates monitoring, saving 3,000 hours and ending downtime risk.
Account managers manually synthesized 50+ signals. An on-prem agent now analyzes the data to draft the pitch.
Manual role-plays pulled staff off the floor. Now, AI agents run infinite drills and answer queries instantly, keeping experts selling.