Sales Call Intelligence

Sales teams use AI to prepare for customer conversations and capture meeting and email context inside their sales workflow.

Business impact

• Preparation time for C-level conversations — One user said preparation that would have taken days could be done within 20 minutes.
• Users — Schneider Electric reports deployment to 5,000 people.

Data requirements

• Thought leadership content (text) — Used to prepare for client conversations.
• Company and sector data (tabular) — Used to add account and industry context.
• Sales emails (text) — Summarized for follow-up and contact creation.
• Meeting notes or meeting content (text) — Summarized for sales follow-up.

AI methods and techniques

• Retrieval — The Gemini Enterprise agent draws on firm thought leadership and data sources for meeting preparation.
• Summarization — Copilot for Sales summarizes sales emails and meetings.
• Generation — The agent suggests questions and meeting context for introductory conversations.

AI models and model families

Gemini Enterprise, Microsoft Copilot for Sales

Industries

Real-world evidence

2 documented case studies on record.

Companies using this: KPMG, Schneider Electric.