Trade fair leads sat in notebooks for a week. Now reps type notes into Teams and a Copilot agent creates CRM records in seconds.
One of Europe's leading Microsoft partners for ERP and CRM, operating from 50+ offices across 20 countries with approximately 1,600 employees.
As the business scaled past 1,000 employees, sales teams operated across isolated databases with no shared visibility, and marketing and sales tools...
“When we started this journey, we didn’t see many examples of combining Dynamics 365 capabilities. I thought, if no one else is doing it, I want to do it—and bring this strategy to our customers.”
Microsoft Dynamics partner and digitalization consulting firm.
Enterprise software, cloud infrastructure, and consumer electronics platform.
COSMO CONSULT's Lead capture is part of this use case:
Related implementations across industries and use cases
Manually sorting thousands of daily emails bottlenecked support. Now, AI agents triage and route them, freeing staff for complex cases.
Single-source data gaps stalled global staffing. AI agents now aggregate 10+ providers to map the market in 2 weeks, not 2 months.
Sales reps lost hours manually hunting for proposal data. Now, teams consult AI first to surface best practices and draft pitches.
Sales reps lost hours manually hunting for proposal data. Now, teams consult AI first to surface best practices and draft pitches.
Creating sales tags triggered complex IT cycles. Now, AI agents automate the workflow and coach sellers on every deal—not just big ones.
Manual workflows delayed global campaigns for weeks. Now, local teams use GenAI to instantly draft localized, regulatory-compliant copy.
Manually updated profiles left skills stale. The first prototype took two hours per 1,000 consultants—now the agent covers 130K in minutes.
Fragmented legacy tools bottlenecked underwriters. A unified platform and GenAI assistant now automate data extraction across 25 countries.
Shifting to B2B sales exposed disconnected workflows and anecdotal forecasts. Now, AI analyzes interactions to surface deal intelligence.
Trade fair leads sat in notebooks for a week. Now reps type notes into Teams and a Copilot agent creates CRM records in seconds.
One of Europe's leading Microsoft partners for ERP and CRM, operating from 50+ offices across 20 countries with approximately 1,600 employees.
As the business scaled past 1,000 employees, sales teams operated across isolated databases with no shared visibility, and marketing and sales tools...
“When we started this journey, we didn’t see many examples of combining Dynamics 365 capabilities. I thought, if no one else is doing it, I want to do it—and bring this strategy to our customers.”
Microsoft Dynamics partner and digitalization consulting firm.
Enterprise software, cloud infrastructure, and consumer electronics platform.
COSMO CONSULT's Lead capture is part of this use case:
Related implementations across industries and use cases
Manually sorting thousands of daily emails bottlenecked support. Now, AI agents triage and route them, freeing staff for complex cases.
Single-source data gaps stalled global staffing. AI agents now aggregate 10+ providers to map the market in 2 weeks, not 2 months.
Sales reps lost hours manually hunting for proposal data. Now, teams consult AI first to surface best practices and draft pitches.
Sales reps lost hours manually hunting for proposal data. Now, teams consult AI first to surface best practices and draft pitches.
Creating sales tags triggered complex IT cycles. Now, AI agents automate the workflow and coach sellers on every deal—not just big ones.
Manual workflows delayed global campaigns for weeks. Now, local teams use GenAI to instantly draft localized, regulatory-compliant copy.
Manually updated profiles left skills stale. The first prototype took two hours per 1,000 consultants—now the agent covers 130K in minutes.
Fragmented legacy tools bottlenecked underwriters. A unified platform and GenAI assistant now automate data extraction across 25 countries.
Shifting to B2B sales exposed disconnected workflows and anecdotal forecasts. Now, AI analyzes interactions to surface deal intelligence.