MicrosoftProductionEvidence: Medium65/100

AI-powered Sales Excellence agent cuts sales search time and accelerates onboarding for a North American industrial distributor

Use case typeSales enablementUpdated Jun 25, 2026

A leading North American industrial distribution enterprise with 330,000+ customers and 900+ sellers faced fragmented sales knowledge across product, pricing, policy, CRM, and onboarding systems. LTM deployed an AI-powered Sales Excellence conversational agent that unifies playbooks, pricing guidance, CRM workflows, onboarding journeys, collateral, and compliance policies into a single role-based experience. The solution provides governed, contextual guidance through Microsoft Teams and automates sales onboarding and enablement with natural-language assistance.

Organization
Enterprise
Published
June 2026

Reported outcomes

20-30%

seller onboarding speedupTime & speed

40%information search and navigation time reduction10-15%customer-facing time increase170,000 hourshours redirected annually

Strategic outcomes

Customer experience & trustMore consistent, governed sales messagingRisk & complianceImproved compliance and governanceCost efficiencySingle role-based seller experience

Catalog median for time & speed deployments: −50% across 312 reported metrics. Compare benchmarks →

Why do we believe this?Outcome claims, sources, and evidence checks

Normalized claim

Information search and navigation time reduction: 40%

LTMJun 25, 2026Customer storyExplicit claimMedium evidence strength

reducing search time by 40%

Normalized claim

Seller onboarding speedup: 20-30% decrease

LTMJun 25, 2026Customer storyExplicit claimMedium evidence strength

~20–30% faster seller onboarding

Normalized claim

Customer-facing time increase: 10-15% increase

LTMJun 25, 2026Customer storyExplicit claimMedium evidence strength

~10–15% more customer-facing time

Normalized claim

Hours redirected annually: 170,000 hours

LTMJun 25, 2026Customer storyExplicit claimMedium evidence strength

redirecting over 170,000 hours annually toward customer engagement

Why do we believe this deployment?Customer identity, provider attribution, maturity, and source checks
Customer
Enterprise
Provider
Microsoft
Maturity
Production
Linked source
LTM

LTM deployed an AI-powered Sales Excellence conversational agent that unifies playbooks, pricing guidance, CRM workflows, onboarding journeys, collateral, and compliance policies into a single role-based experience

Customer identity supportedSource describes one deploymentMaturity supported

Primary read

Use case focus

Showing 3 of 3

  • 1Sales enablement
  • 2Onboarding automation
  • 3Knowledge management
  • Fragmented, disconnected sales knowledge made sellers spend nearly a full day each week searching across systems.
  • Slow onboarding and inconsistent sales messaging reduced productivity and created compliance and governance risk.
  • Deployed a governed AI-powered Sales Excellence agent as a centralized conversational sales assistant.
  • Integrated Copilot Studio, Azure OpenAI, Power Automate, and Microsoft Teams with enterprise knowledge repositories and role-based access controls.
  • Unified access to playbooks, pricing guidance, CRM workflows, onboarding journeys, collateral, and compliance policies.
  • Enabled real-time guidance for workflow navigation, objection handling, engagement scenarios, and operational queries.
  • Reduced information search and navigation time by about 40%, with a reported range of 30% to 50%.
  • Accelerated seller onboarding by about 20% to 30%.
  • Increased customer-facing time by about 10% to 15%.
  • Improved consistency of sales messaging and compliance governance.
  • Redirected time from manual search toward customer engagement.
Architecture

The solution is an enterprise-grade governed framework built with Copilot Studio, Azure OpenAI, Power Automate, Microsoft Teams, and enterprise knowledge repositories with role-based access controls. It centralizes contextual intelligence, process automation, collaboration, knowledge grounding, and role-based governance into a single seller experience.

Sources & evidence1
Evidence: Medium65/100Evidence strength
  • Customer explicitly identified
  • Deployment status explicitly supported
  • Primary source available
  • Quantified outcome available
  • Technical implementation details available
Type: Customer StoryPublished: Jun 25, 2026Publisher: LTMindtreeEvidence: VendorConfidence: Medium

AI-generated summary. Verify important details with the linked sources before relying on this case.

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