AI-POWERED CRM FOR GLOBAL ENTERPRISE SALES
OVERVIEW
A multinational enterprise with millions of business accounts and thousands of sales representatives needed a more efficient way to manage customer relationships across a dozen marketplaces. We delivered a highly customized Salesforce solution with AI integrations that streamlined workflows, improved visibility into complex account hierarchies, and automated time-intensive tasks—results significant enough to be demoed directly to the CEO.
THE CHALLENGE
Sales representatives were juggling hundreds of accounts, from small businesses to global enterprises and governments, across multiple regions. Existing tools lacked the visibility and automation required to coordinate efforts across accounts, leading to fragmented workflows and inefficient manual processes like multi-hour call documentation, delayed follow-ups, and missed opportunities. Leadership needed a solution that scaled globally while improving efficiency and accountability.
OUR SOLUTION
We implemented a tailored Salesforce CRM platform designed for large-scale account management. Custom account hierarchy views gave reps visibility into global enterprises and their regional branches. We deployed Salesforce Sales Engagement for High Velocity Sales (HVS) to automate outreach sequences, reminders, and follow-ups. Most importantly, we integrated SmartAssist, an AI-powered tool that records and transcribes long meetings, generates tailored internal summaries and client-facing follow-ups, and automatically extracts Voice of Customer insights. Compliments and complaints are logged instantly, and issues automatically generate tickets—giving leadership real-time visibility into customer sentiment. These capabilities freed sales reps from repetitive administrative tasks and elevated the entire sales organization’s efficiency.
KEY FEATURES
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Custom account hierarchy views across global enterprises
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High Velocity Sales sequences for automated outreach
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AI-powered transcription and summarization
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VOC extraction with automatic issue tracking
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Slack notifications for real-time updates.
GLOBAL IMPACT/RESULTS
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Time savings: Multi-hour call documentation reduced to minutes, giving each rep back hours weekly.
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Increased efficiency: Faster deal cycles through automated reminders and follow-ups.
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Improved visibility: Clear, unified view of global accounts spanning multiple regions.
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AI-driven insights: Real-time VOC tracking with automatic escalation of issues.
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Executive validation: Impact was significant enough to be demoed directly to the CEO.
TECHNOLOGIES & SERVICES
Salesforce CRM — customized account management and hierarchies
Salesforce Sales Engagement (HVS) — automated outreach and follow-ups
Custom AI Tool — AI transcription and summarization using Amazon Bedrock
Slack — real-time notifications and completion alerts
CONCLUSION
By combining Salesforce customization with AI-driven automation, we helped a global enterprise sales organization scale more effectively, reduce inefficiencies, and improve customer responsiveness. The solution not only delivered measurable time savings but also positioned the client as a leader in AI-enabled enterprise sales.
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