How a global medical technology company implemented Salesforce AI to boost sales productivity and enhance team engagement.
Struggling to optimize sales efficiency
The sales teams faced challenges with time management and lead prioritization, meaning they were spending more time on admin tasks than selling. The company’s board was also looking to incorporate AI into their business operations to improve performance efficiently in a competitive market.
Empowering teams with AI tools
With Credera’s support, the company chose to implement Salesforce AI Copilot for Sales Cloud (now Agentforce). Together, we set up the platform to help them re-engage clients and prioritize leads, ensuring the sales team was involved in the process.
Gaining valuable time
Initial results were impressive: 2.5 hours of time saved per salesperson per week. This newfound efficiency allowed sales to concentrate on building stronger customer relationships and closing deals, ultimately driving better business outcomes.
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