Field sales reps spend up to 40% of their time on administrative tasks instead of selling. Typing notes on mobile devices during customer visits is clunky, time-consuming, and pulls attention away from the conversation. In this session you’ll hear the case study of how a global electrical distributor with over 2,500 field sales reps across 40 countries, found a better way.
The organization built “The Voice Agent” – a mobile PowerApp capable of using multiple Copilot Studio agents that enable hands-free CRM interaction through voice commands. The solution transforms the entire sales visit lifecycle:
- Plan: AI analyzes accounts and suggests optimal customer visits
- Prepare: Daily digests with action items and calendar integration
- Capture: Voice-activated meeting notes with automatic CRM updates
- Follow-Up: Auto-generate tasks, reports, and next actions
This webinar shares the real-world journey of deploying voice agents at enterprise scale, including the technical realities of working with Copilot Studio’s voice capabilities, workarounds using native smartphone features, and a 3-phase rollout strategy (POC → MVP → Production).
Results include a 30% increase in visit planning efficiency and a forecasted 35% improvement in sales note capture, driving future sales productivity, enhanced business intelligence, and AI-enabled sales outcomes.
Attendees will see pre-recorded demos and leave with practical strategies for building their own voice-first field solutions.
Speakers
Traci Winter
Sr. Director, Business Consulting
C5 Insight