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Genial — Generative IA Lab
Cegid logo, GENIAL customer

Get Ready, the AI assistant built into Cegid's sales cycle

Cegid wanted to make a network of 600+ salespeople more effective. Get Ready, the latest in a series of AI agents built for them, prepares prospecting or a meeting in seconds, right from Salesforce and LinkedIn.

Industry
Technology & software
Roles
Sales

Key figures

  • +10% productivity across the sales force.
  • +8 points of lead conversion.
  • A button built right into Salesforce and LinkedIn, to trigger the agent at any time without switching tools.

Amid strong growth and changing customer expectations, Cegid wanted to make its sales force, a network of more than 600 salespeople, more effective by drawing on artificial intelligence.

The challenge: finding a partner able to support this transformation over the long run.

The context: salespeople buried in admin

Before the project, the sales teams faced several challenges: too much administrative work, limited time for prospecting and meetings, and underperformance in generating opportunities and closing.

The goals set at the start

The project set four goals.

  • Cut the time spent on administrative tasks.
  • Raise the quality and efficiency of prospecting.
  • Improve meeting preparation to maximize commercial impact.
  • Increase conversion rates and the overall effectiveness of the sales force.

The solution: a galaxy of agents, including Get Ready

GENIAL designed a galaxy of AI agents for Cegid, dedicated to boosting the performance of its sales teams. The latest one, Get Ready, applies AI to the sales cycle itself.

  • Automatic analysis of the company and the contact, to prepare prospecting or a meeting in seconds.
  • Tailored messages, by email or on LinkedIn.
  • A simple experience: a button built right into Salesforce and LinkedIn triggers the agent at any time.
  • A workflow architecture: several agents coordinated by a proprietary AI engine.

Results and impact

By letting salespeople focus on the customer relationship, the solution created an immediate lever on productivity and performance.

  • +10% productivity across the sales force.
  • +8 points of lead conversion.
  • Fast adoption, thanks to the integration into the tools teams already use.

Agents deployed

What runs in production

Geni-Sales

Get Ready: prospecting and meeting preparation

Analyzes the company and the contact, prepares the meeting and drafts a tailored message, by email or on LinkedIn. Triggered from a button in Salesforce and LinkedIn.

+10%

productivity across the sales force

+8 pts

of lead conversion

3 months

of development

5 people

on the GENIAL team

Key takeaways

What this story tells other sales leaders

The gain doesn't come from a new tool to learn: the agent runs from Salesforce and LinkedIn, where salespeople already work. That is what explains fast adoption across a network of 600+ salespeople.

The other lesson is the progression. Get Ready is the latest in a series of agents: each one starts from a specific task in the sales cycle, rather than a single assistant meant to cover everything.

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How much time do your salespeople spend preparing instead of selling?

Thirty minutes to spot the tasks in your sales cycle that an agent can take over.

Geni, the GENIAL AI agent, and Alicia

Frequently asked questions

Scoping takes 2 to 3 weeks and ends with a prioritized roadmap; deploying the first agents takes 4 to 6 weeks. The first measurable time savings usually show up after two to three months.

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