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Case Study: AGILITA AG improves customer-visit efficiency with SAP
A SAP Case Study
How AGILITA used generative AI and SAP solutions to its customer improve sales-process efficiency, employee experiences, and the overall customer-visit experience
AGILITA AG, an SAP partner providing strategic cloud services, wanted to help one of its customers modernize an outdated, manual sales process. The customer struggled with time-consuming documentation of sales visits, order entry, and appointment scheduling across CRM and Microsoft Outlook, making it harder to stay competitive and maintain strong customer relationships. SAP solutions including SAP S/4HANA and SAP Business Technology Platform were used as the foundation.
SAP and AGILITA AG implemented a mobile app powered by SAP BTP, SAP AI Core, and the generative AI hub to automate visit recording, translation, sales-order capture, and follow-up scheduling. The result was a 30% faster maintenance of visit information and a 50% improvement in data quality, while also saving sales representatives hours each day and improving efficiency, transparency, and user experience.
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