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Agentic AI Sales Workflow
https://store-images.s-microsoft.com/image/apps.59769.e5e0934d-f83a-416c-90a1-83a3d383d31b.aa406dc3-b87d-439d-b44c-adb218fabca8.ac476d4f-95b4-4c43-be68-48c362b74335

Agentic AI Sales Workflow

Concentrix

Pricing $15,000

Built with Microsoft Copilot Studio and Power Automate, our agents automate the post-call admin process.

Capture every call detail in 5 minutes instead of 30. Built with Microsoft Copilot Studio and Power Automate, our agents automate the post-call admin process—from call transcription to CRM updates. Your data stays in your environment. Your IT stays in control.

The Sales Workflow We Automate

  1. Call Recorded: Teams captures sales call automatically when rep clicks Record.
  2. Transcribe: Teams native transcription converts audio to text. No third-party tools needed.
  3. Extract Details: AI reads transcript, pulls out: needs, budget, timeline, objections, next steps.
  4. Update CRM: Populates Dynamics 365 opportunity fields. Updates stage, next step date.
  5. Create Tasks: Sets follow-up tasks in Planner based on what was agreed. Assigns deadlines.
  6. Confirm: Sends summary to rep via Teams. Rep reviews in 5 min, approves, done.

Why Microsoft + Concentrix? • Copilot Studio: Build agents with instructions, knowledge, actions, orchestration • Power Automate: 1,500+ connectors, 15,000+ actions, pre-built finance workflows • Azure AI: OpenAI and other LLMs with enterprise security, compliance • Deploy Everywhere: Teams, SharePoint, Dynamics 365, Salesforce, ServiceNow, 20+ channels

Ready to Transform Sales?

At a glance

https://store-images.s-microsoft.com/image/apps.65439.e5e0934d-f83a-416c-90a1-83a3d383d31b.aa406dc3-b87d-439d-b44c-adb218fabca8.ff20d7ee-06c4-4df0-8617-fc4f19768d30