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.
The RealReal's Sales workflow automation is part of this use case:
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.
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Seasonal surges overwhelmed 600 specialists. Now, AI agents autonomously resolve order tracking and FAQs using real-time data.
Advisors spent hours digging through scattered docs. AI now drafts instant meeting briefs, saving 60 minutes per session.
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Employees previously broke work into rigid tasks. Now, they delegate high-level goals to agents that work autonomously for hours.
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Staff missed the 30% of leads arriving after hours. AI agents now field 24/7 chats and book tours, prioritizing ready buyers.
Static forms ignored cultural nuance. Now, AI agents speak local dialects to capture leads and automate feedback calls.
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.
The RealReal's Sales workflow automation is part of this use case:
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.
Seasonal surges overwhelmed 600 specialists. Now, AI agents autonomously resolve order tracking and FAQs using real-time data.
Advisors spent hours digging through scattered docs. AI now drafts instant meeting briefs, saving 60 minutes per session.
Reps manually reentered up to 10 campaign jobs per renewal. Now, an AI agent autonomously clones past campaigns via natural language.
Employees previously broke work into rigid tasks. Now, they delegate high-level goals to agents that work autonomously for hours.
An aging homegrown CRM held back 1,700 agents. Now, an AI co-pilot helps them draft faster, higher-quality emails from a single screen.
Staff missed the 30% of leads arriving after hours. AI agents now field 24/7 chats and book tours, prioritizing ready buyers.
Static forms ignored cultural nuance. Now, AI agents speak local dialects to capture leads and automate feedback calls.