Faster Answers, Smarter Selling
At a Glance:
The Challenge
Sales support staff were spending up to 3 hours a day responding to BDMs on the road who needed help finding specs, pricing, and product info—slowing down client response times, disrupting internal workflows, and limiting capacity for higher-value work
The Solution
CROFTI built a custom Sales AI Agent directly into Microsoft Teams, giving the sales team instant access to the answers they need, reducing reliance on internal support and making knowledge accessible anytime, anywhere.
What is The Sales AI Agent?
The Sales AI Agent is an AI-powered assistant embedded in Microsoft Teams that helps sales teams instantly find product information, specs, pricing, and documentation—without needing to contact head office sales support staff
The Impact
Time spent on support calls has dropped dramatically—expected to reduce by 85%—freeing up both sales and support teams to focus on what matters: closing deals and delivering a better customer experience.
The Roadblock
- As Modinex’s product range grew, so did the complexity.
- Sales reps spent hours daily digging for specs and pricing.
- Info wasn’t accessible during live client calls or site visits.
- Head Office was swamped with admin requests.
- Slow responses cost sales and dented client confidence.
The Fix
CROFTI simplified the chaos with the Sales AI Agent.
- Mapped the blockers through workshops with staff.
- Trained a custom AI-powered chatbot, integrated directly into Microsoft Teams
- Automated product retrieval, surfacing specs, pricing, and variants instantly.
- Tested and refined with real-time feedback loops.
- Trained staff with practical, no-jargon sessions.
The Payoff
- 85% expected reduction in sales support time
- From 3 hours a day to just 30 minutes spent on manual support
- Instant client answers: no more delays or follow-ups.
- Sales confidence boosted: staff equipped for every call and meeting.
- Admin load cut: Head Office freed from constant interruptions.
- Improved win rates thanks to faster, sharper responses.
What’s Next
Following the success of the Sales AI Agent, Modinex is exploring how this tool can support customer-facing interactions, streamline quoting, and reduce onboarding friction across departments.
CROFTI’s Takeaway
Following the success of the Sales AI Agent, Modinex is exploring how this tool can support customer-facing interactions, streamline quoting, and reduce onboarding friction across departments.