Prudential Financial
Sales meeting notes
Manual note entry bottlenecked sales. Now, wholesalers dictate to an AI agent that auto-logs summaries and triggers follow-ups instantly.
- Potential 0.5 days/week saved per wholesaler
Concierge reps juggled admin while driving. Now, they dictate notes for agents to auto-log deals and schedule pickups instantly.
The world's largest online marketplace for authenticated luxury resale relies on a network of mobile representatives to evaluate and consign high-value items like jewelry and handbags.
Representatives struggled to balance relationship building with administrative burdens, often managing logistics and manual data entry while driving...
“Our Sales team is the foundation of The RealReal consignment process, sourcing luxury items from our millions of members across the country. We're excited to integrate Agentforce so that our team can focus on building relationships and offering the very best consignor experience, while the technology expedites scheduling and shipping logistics.”
Online marketplace for authenticated luxury consignment and resale.
AI-powered CRM platform for sales, service, marketing, and commerce teams.
Related implementations across industries and use cases
Manual note entry bottlenecked sales. Now, wholesalers dictate to an AI agent that auto-logs summaries and triggers follow-ups instantly.
Siloed data capped Recharge at one quarterly campaign. AI now unifies usage signals to trigger eight personalized campaigns at once.
A single provider left 60% of leads blank. AI agents now scan earnings and sites, doubling coverage to 80% with systems built in hours.
Sellers lost hours digging for data. AI agents now generate briefs and quotes instantly via chat, cutting prep time by up to 98%.
Advisors spent hours digging through scattered docs. AI now drafts instant meeting briefs, saving 60 minutes per session.
Shoppers built lists item-by-item. Now, they build full baskets in one prompt, while staff automate internal workflows.
Online shoppers lacked guidance to navigate 26,000 appliances. An AI agent now matches natural queries to technical specs, driving sales.
Manual credit pulls bottlenecked applications. AI now checks credit and sets rates instantly, handing ready clients to bankers.
Creating sales tags triggered complex IT cycles. Now, AI agents automate the workflow and coach sellers on every deal—not just big ones.
Concierge reps juggled admin while driving. Now, they dictate notes for agents to auto-log deals and schedule pickups instantly.
The world's largest online marketplace for authenticated luxury resale relies on a network of mobile representatives to evaluate and consign high-value items like jewelry and handbags.
Representatives struggled to balance relationship building with administrative burdens, often managing logistics and manual data entry while driving...
“Our Sales team is the foundation of The RealReal consignment process, sourcing luxury items from our millions of members across the country. We're excited to integrate Agentforce so that our team can focus on building relationships and offering the very best consignor experience, while the technology expedites scheduling and shipping logistics.”
Online marketplace for authenticated luxury consignment and resale.
AI-powered CRM platform for sales, service, marketing, and commerce teams.
Related implementations across industries and use cases
Manual note entry bottlenecked sales. Now, wholesalers dictate to an AI agent that auto-logs summaries and triggers follow-ups instantly.
Siloed data capped Recharge at one quarterly campaign. AI now unifies usage signals to trigger eight personalized campaigns at once.
A single provider left 60% of leads blank. AI agents now scan earnings and sites, doubling coverage to 80% with systems built in hours.
Sellers lost hours digging for data. AI agents now generate briefs and quotes instantly via chat, cutting prep time by up to 98%.
Advisors spent hours digging through scattered docs. AI now drafts instant meeting briefs, saving 60 minutes per session.
Shoppers built lists item-by-item. Now, they build full baskets in one prompt, while staff automate internal workflows.
Online shoppers lacked guidance to navigate 26,000 appliances. An AI agent now matches natural queries to technical specs, driving sales.
Manual credit pulls bottlenecked applications. AI now checks credit and sets rates instantly, handing ready clients to bankers.
Creating sales tags triggered complex IT cycles. Now, AI agents automate the workflow and coach sellers on every deal—not just big ones.