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.

In today’s competitive landscape, the ability to prepare quickly and deliver relevant, high-impact sales conversations is more critical than ever. Sales teams often spend valuable time gathering case studies, reviewing past opportunities, and preparing client-specific messaging — time that could be better spent engaging prospects.  To address this, we developed “Smart Pitch” — a Microsoft Teams-integrated AI Copilot designed to equip our sales professionals with instant, contextual access to case studies, opportunity data, and procedural documentation.  Challenge  Sales professionals routinely face challenges such as:  These hurdles not only slow down the sales cycle but also affect the consistency and quality of conversations with prospects.  How It Works  Platform  Data Sources  CloudFronts SmartPitch pulls information from the following knowledge sources:  AI Integration  Key Features  MQL – SQL Summary Generator  Users can request MQL – SQL document which contains   The copilot prompts the user to provide the prospect name, contact person name, and client requirement. This is achieved via an adaptive card for better UX.  HTTP Request to Logic App At Logic App we used ChatGPT API to fetch company and client information  Extract the company location from the company information, and similarly, extract the industry as well.  Render it to custom copilot via request to the Logic App.  Use Generative answers node to display the results as required with proper formatting via prompt/Agent Instructions. Generative AI can also be instructed to directly create a formatted json based on parsed values.   This formatted Json can be passed to converted to an actual Json and is used to populate a liquid template for the MQL-SQL file to dynamically create MQL-SQL for every searched company and contact person. This returns an HTML File with dynamically populated company and contact details as well as similar case studies, and work with client in similar region and industry.   This triggers an auto download of the MQL-SQL created as a PDF file on your system.   Content Search  Users can ask questions related to –  Users can ask questions like   “Smart Pitch” searches SharePoint documents, public case studies, and the opportunity table to return relevant results — structured and easy to consume.  –Security & Governance  Integrated in Microsoft Teams, so the same authentication as Teams. Access to Dataverse and SharePoint is read-only and scoped to organizational permissions.  To conclude, Smart Pitch reflects our commitment to leveraging AI to drive business outcomes. By combining Microsoft’s AI ecosystem with our internal data strategy, we’ve created a practical and impactful sales assistant that improves productivity, accelerates deal cycles, and enhances client engagement. 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 

In today’s competitive landscape, the ability to prepare quickly and deliver relevant, high-impact sales conversations is more critical than ever. Sales teams often spend valuable time gathering case studies, reviewing past opportunities, and preparing client-specific messaging — time that could be better spent engaging prospects.  To address this, we developed “Smart Pitch” — a Microsoft Teams-integrated AI Copilot designed to equip our sales professionals with instant, contextual access to case studies, opportunity data, and procedural documentation.  Challenge  Sales professionals routinely face challenges such as:  These hurdles not only slow down the sales cycle but also affect the consistency and quality of conversations with prospects.  How It Works  Platform  Data Sources  CloudFronts SmartPitch pulls information from the following knowledge sources:  AI Integration  Key Features  MQL – SQL Summary Generator  Users can request MQL – SQL document which contains   The copilot prompts the user to provide the prospect name, contact person name, and client requirement. This is achieved via an adaptive card for better UX.  HTTP Request to Logic App  At Logic App we used ChatGPT API to fetch company and client information  Extract the company location from the company information, and similarly, extract the industry as well.  Render it to custom copilot via request to the Logic App.   Use Generative answers node to display the results as required with proper formatting via prompt/Agent Instructions.  Generative AI can also be instructed to directly create a formatted json based on parsed values.     This formatted JSON can be passed to converted to an actual JSON and is used to populate a liquid template for the MQL-SQL file to dynamically create MQL-SQL for every searched company and contact person.   This returns an HTML File with dynamically populated company and contact details as well as similar case studies, and work with client in similar region and industry.   This triggers an auto download of the MQL-SQL created as a PDF file on your system.    Content Search  Users can ask questions related to –  1. Case Study FAQ: Helps users ask questions about client success stories and project case studies, retrieves relevant information from a knowledge source, and offers follow-up FAQs before ending the conversation. Cloudfronts official website is used for fetching Case Studies information.  2. Opportunities: Helps users inquire about past projects or opportunities, detailing client names, roles, estimated revenue and outcomes.  3. SOPs: Provides quick answers and summaries for frequently asked questions related to organizational processes and SOPs.  Users can ask questions like   “Smart Pitch” searches SharePoint documents, public case studies, and the opportunity table to return relevant results — structured and easy to consume.  Security & Governance  Integrated in Microsoft Teams, so the same authentication as Teams. Access to Dataverse and SharePoint is read-only and scoped to organizational permissions.  To conclude, Smart Pitch reflects our commitment to leveraging AI to drive business outcomes. By combining Microsoft’s AI ecosystem with our internal data strategy, we’ve created a practical and impactful sales assistant that improves productivity, accelerates deal cycles, and enhances client engagement. 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