In today’s world, AI is no longer a luxury—it’s a necessity for driving smarter decisions, faster innovation, and personalized experiences. We have come up with our requirements for AI to support the conversion from MQL (Marketing Qualified Lead) to SQL (Sales Qualified Lead). How did the idea originate? In our organization, whenever a prospect reaches out to us, we search for company information like company size, revenue, location, industry type, contact person details, designation, decision-maker, and LinkedIn profile. This information helps the Sales team prepare better and deliver a stronger pitch by understanding the customer before the call. Also, during the MQL to SQL stage, we look for things like: This information helps the Sales team convert the prospect into a client and increases our chances of winning the deal. Earlier, this entire process was manual and time-consuming. So, we decided to automate it with an AI agent that can gather this information for us in just a few minutes. Implementation approach After the project was approved internally, we started exploring how to make it happen. Initially, we didn’t know where or how to start. During our research, we came across Copilot Studio, which allows us to build custom agents from scratch based on our needs. We learned about Copilot Studio’s and began building our agent. We named it Elevator Pitch. Version 1 Highlights: This feedback led to the idea for Version 2, which would automate more steps and also pull information from the internet. Version 2 Enhancements: Version 2 Features: Company & Contact information with a single click on MQL to SQL, the agent now generates the document within minutes—something that earlier used to take hours or even a full day. Live demo in Zurich & New York On 22nd May 2025, we had an event scheduled at the Microsoft office in Zurich with one of our clients, where we shared the Buchi journey with CloudFronts. We discussed how we collaborated to connect their multiple systems and prepared their data for insights and AI initiatives. At the same event, we had the opportunity to demonstrate our Smart Pitch product, which caught the audience’s attention. It was a proud moment for us to showcase our first AI product at the Microsoft office—delivered within just a few months of hard work. Our second opportunity came on 06 June 2025 in New York, at the AI Community Conference, where we presented again in front of a global audience. What Next in Version 3: So far, we have built this solution using Microsoft’s inbuilt Knowledge Center, ChatGPT API, SharePoint, company websites, and Dataverse. Since we were working with both structured and unstructured data, we faced some inconsistencies and performance issues. This led us to reflect and identify the need for Version 3 (V3), which will include: The development of Smart Pitch V3 is currently in progress. We’ll share our thoughts once it goes live. A demo video has also been shared, so you can see how smart and fast our Agent is at delivering useful insights. Delivering Answers in Minutes—Thanks to Smart Pitch I’d also like to share a quick story. One day, our Practice Manager was on leave, and we received a prospect inquiry about Project Operations to Business Central (PO-BC) pricing. I wasn’t sure where that information was stored, and suddenly our CEO asked me for the details. I was a bit stressed, unsure where to search or how to respond. Then I decided to ask our Smart Pitch agent the same question. To my surprise, the agent quickly gave me the exact information I needed. It was a big relief, and I was able to share the details with our CEO in just a few minutes—without even knowing where the document was uploaded. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.