The Solution
To support the sellers and to use their time wisely, the Company introduced a hands-free virtual assistant that could hold a two-way conversation and then work with Salesforce to provide answers to specific sales and customer account questions. Fortunately, the Company is very tech-driven and already had experience with Cognigy.AI's conversational platform with the development of its customer service virtual assistants. So, it was natural to extend the use of Cognigy and establish a virtual assistant for the sales team that seamlessly integrates with Salesforce.
This approach to alleviating pressure and maximizing time spent while driving meant that sellers not only came to every meeting prepared but also allowed them to dictate meeting notes to the virtual assistant as they traveled to their next destination.