Sales productivity assessment for AI-ready revenue teams
Find out how many selling hours your CRM is taking back each week
Use your own sales activity data to identify where follow-up, account research, CRM updates, and first-draft communication are slowing sellers down, then see how AI-assisted workflows can return productive selling time to the team.
Get your sales productivity assessment
Share your details and a Reliance Infosystems sales transformation specialist will contact you to schedule a focused assessment session.
The real problem isn’t CRM adoption
Your sellers are not avoiding the CRM. They are avoiding the time cost of using it. When CRM updates, call notes, research, follow-up emails, and opportunity hygiene feel disconnected from selling, teams delay capture or skip it entirely. The result is familiar: inconsistent pipeline data, weak forecast confidence, and sales managers negotiating reality at the end of the quarter.
What visitors will get
A selling time audit that identifies where sellers lose time across everyday revenue activities.
A prioritized view of the three automation opportunities most likely to return productive selling hours.
A practical pilot recommendation that compares an AI-assisted sales workflow against a control team.
A measurement framework covering seller time returned, follow-up consistency, pipeline coverage, forecast quality, and cycle time movement.
What visitors will get
Audit the current workflow
Review sales activity patterns, CRM touchpoints, handoff points, and recurring manual tasks.
Identify automation opportunities
Prioritize follow-up, account research, meeting preparation, CRM summarization, and first-draft communication use cases.
Ground AI in your sales context
Align recommended workflows with your accounts, products, pricing, opportunity stages, and approval process.
Pilot with a control team
Run the AI-assisted workflow beside a control group so improvement can be measured clearly.
Measure business impact
Track seller hours returned, pipeline movement, conversion indicators, forecast reliability, and cycle-time changes.
Trust and Proof
Customer story:
Daystar Power Energy and retail & commerce | West Africa
West Africa
Commercial solar team collaborating with a customer
Challenge
Daystar Power, a leading provider of solar energy solutions for commercial and industrial clients in West Africa, faced operational inefficiencies due to fragmented sales, customer service, and support workflows across its regional offices. Relying on spreadsheets and manual tracking resulted in missed follow-ups, inconsistent service delivery, and limited visibility into the sales pipeline.
What we deployed:
Reliance Infosystems built an AI-enabled CRM on Microsoft Dynamics 365 Sales, Customer Service, Microsoft Copilot for Dynamics 365 and Power Automate. Sellers now get AI-written opportunity summaries, suggested next steps and draft emails. The CRM connects with Outlook, Teams and their ERP system.
Results:
- Clearer view of the sales pipeline across all regions
- Hours of manual tracking saved every week
- More leads converted, because sellers can see which ones to prioritise in real time
- Faster responses to customer questions and service requests
- Real-time dashboards that make forecasts easier to trust
- Better teamwork through shared dashboards and Teams
Who this is for
Sales leadership
01
Sales leaders who need better forecast confidence without adding reporting burden.
Revenue operations
02
Revenue operations teams responsible for CRM hygiene, process adoption, and productivity measurement.
Business leadership
03
Business leaders exploring AI use cases that can show measurable revenue-team impact.
Microsoft organizations
04
Organizations using Microsoft sales, productivity, collaboration, or CRM technologies and looking to activate AI in day-to-day selling.
FAQ section
Do we need to replace our CRM?
No. The assessment focuses on improving the way your current sales workflow captures, summarizes, prioritizes, and acts on sales information.
What data is required?
The assessment typically uses sales activity patterns, CRM process information, sales-stage definitions, opportunity hygiene practices, and sample workflow inputs. Sensitive customer data should only be shared under the right confidentiality arrangement.
How quickly can we see value?
The assessment is designed to identify fast pilot opportunities first, then recommend a measured rollout path based on adoption readiness, data quality, and leadership priorities.