AI Sales Agent on SAP Joule
This use case demonstrates how an AI Sales Agent based on SAP Joule simplifies access to enterprise knowledge — transforming fragmented information into fast, transparent decision-making.
The starting point: Various Data Sources
Sales-relevant information is often scattered across multiple systems, documents, and platforms. Project statuses, customer information, communication data, and revenue figures must be gathered manually – a time-consuming process with limited transparency
What does our solution look like? An AI agent enables better access
An AI Sales Agent powered by SAP Joule provides a centralized, AI-driven access point to sales, project, and customer information. Using natural language, users can directly access data from systems such as BDC, MAM, SharePoint, or Document Chat. In three steps, this means:
- AI-Powered Sales Agent
Implements a SAP Joule-based AI agent providing conversational access to sales and project information through natural language. - Unified Enterprise Data Access
Integrates systems such as BDC, MAM, SharePoint, and Document Chat into a centralized AI-driven access layer. - Accelerated AI Enablement
Combines prompt engineering, workshops, and rapid prototyping to validate scalable AI use cases in a short timeframe.
The result? Improved decision-making across Sales Processes
The solution unlocks enterprise knowledge through AI-driven access and improves transparency, efficiency, and decision-making across sales processes.
In concrete terms: it enables instant access to business-critical information while reducing the time spent searching across multiple systems. In addition, it creates unified visibility across projects and customer data.
Do you have a similar challenge?
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