Client cases Sales

How sales teams have less admin and more time for customers with AI and Copilot.

As seen on RTL Z
9+ client experience
Winner MKB Impactprijs 2025
5,500+ professionals trained
Preferred supplier for 100+ corporate and SME organisations
Microsoft Partner

More time for sales thanks to AI at an inside sales organisation

The challenge

A sales organisation with 44 account managers noticed that the sales team was losing more and more time to administrative tasks and internal coordination. Every day, hours were lost manually entering customer data, drafting quotes and answering recurring colleague questions about product information, delivery times and prices. This put direct customer contact under pressure.

Our approach

Together with sales management we analysed how the team spent its time: which processes cost the most, where is the repetition, and what can we automate without losing commercial impact? We implemented two targeted AI solutions:

An AI-driven assistant within the CRM system, which automatically fills in customer data, suggests follow-up actions and summarises emails. This saves the sales team a lot of manual work.
An internal sales chatbot that instantly answers questions about products, margins, delivery times and processes, reducing interruptions and coordination moments.

The result

• 35% more time spent on direct customer contact
• Quotes drafted up to 4x faster
• Better follow-up thanks to automatic CRM tasks
• 60% fewer internal questions about product info
• “Finally real time to sell again,” says the team

Why this works

We integrated the AI solutions directly into the team's existing tools and ways of working. Employees didn't need to change their routine: AI works quietly in the background and takes away manual work. As a result, salespeople feel supported rather than replaced, exactly as it should be.

Quote from the Sales Manager:

“This is a game changer. Our team is focused on customers again, not systems. We now genuinely get more out of our working day.”

More efficient field sales thanks to AI: more customer visits

The challenge

A nationwide field sales team of 85 account managers saw a lot of time lost to preparation, reporting and internal coordination. For every customer visit, data had to be looked up manually, visit reports were entered late, and questions about products or stock led to a lot of calls to the office. As a result, less time remained for personal customer relationships and advice.

Our approach

Together with the field team and management we examined the entire customer visit process, from preparation to reporting. Where is time lost? What can be made simpler? Based on that we implemented two AI solutions:

A mobile AI assistant that shows customer information, recent orders and conversation notes in real time before and during the customer visit. Afterwards it automatically summarises spoken notes into a visit report.
A smart search function that lets field sales staff get instant answers to frequently asked questions about products, delivery times and stock, without involving the office.

The result

• 28% more customer visits per week
• Visit reports automatically ready within 5 minutes
• Always up-to-date customer info at hand
• Less dependence on inside sales support
• “I feel better prepared and can focus fully on the conversation”

Why this works

The AI solutions were tailored to how field sales really works: mobile, fast and in direct contact with customers. Thanks to integration into existing apps and systems there is no learning curve. AI helps in the background without getting in the way, which makes it powerful and natural to use.

Quote

“I used to still be writing up reports in the evening; now that's already done before I'm back in the car. That creates space.”

30% time savings for the sales team thanks to Copilot training

The challenge

A commercial sales team of 63 people worked daily in Microsoft 365 but used only a fraction of its capabilities. Salespeople spent a lot of time writing emails, drafting quotes, making summaries of customer conversations and searching for information in documents. There was a need for more focus on customer relationships instead of admin.

Our approach

Together with the team and the IT department we analysed the daily workload of the salespeople. Where is the repetition? What can be faster? We then developed a custom Copilot training, focused on:

Smart use of Microsoft Copilot in Outlook, Word, Teams and OneNote
Practical prompts for emails, summaries, customer proposals and follow-ups
Hands-on practice with real customer cases during interactive sessions

The result

• 30% less time spent on writing and administrative tasks
• Standard documents drafted faster and more consistently
• Email responses handled more quickly
• Sales staff report less workload and more overview
• Managers receive clear documents and advice faster

Why this works

Because Copilot integrates directly into existing Microsoft tools, it didn't feel like learning “something new”. The training let sales staff immediately work smarter with the documents they already knew, without extra steps or separate tools.

Quote from an account manager:

“Copilot is now my digital colleague. I write faster, prepare better for customer conversations and finally have breathing room in my diary again.”

All client cases Client cases HR Client cases Finance

Ready to make AI work in your organisation?

Book a free 20-minute call or request a quote. You get a concrete proposal within one working day.

Book a free 20-minute call Request a quote