Beyond call recording: getting real ROI from Gong
Most teams treat Gong as expensive call storage. The return is in coaching, deal execution, and forecast accuracy. Here is how to move from recording to results.
Read the full post →For organizations standardized on Microsoft, Copilot, Copilot Studio, and Azure OpenAI are the natural AI layer, sitting right where people already work. But a Microsoft 365 Copilot license deployed without thought becomes an expensive autocomplete that a few people try and most forget. The value comes from building agents and workflows around your actual processes, with the governance to make them safe, not from turning a feature on.
We build the Microsoft AI layer end to end: Copilot Studio for low-code agents grounded in your data, Microsoft 365 Copilot rollouts that drive real adoption rather than license waste, Power Platform integration so agents can actually take action, and the customization and governance work that keeps it secure. The point is measurable productivity, agents that complete real tasks, not a chat box in the corner of Office.
The common failures: rolling out M365 Copilot with no enablement, so adoption stalls; Copilot Studio agents grounded in messy or over-exposed SharePoint data; governance treated as an afterthought in an environment where it is non-negotiable; and no measurement, so no one can prove it was worth the spend. We scope to real workflows, fix the data and permissions underneath, and build the governance in.
We build production AI and we know the enterprise platforms it has to live inside. As a Salesforce and AI consulting firm fluent across both the Microsoft and Salesforce worlds, we put Copilot where it genuinely moves productivity and connect it to the rest of your stack instead of leaving it on an island.
The engagements we run most often on Microsoft Copilot, from first implementation through optimization.
Custom copilots built in Copilot Studio with knowledge sources, actions, and Power Platform integration.
Enterprise Copilot deployments with governance, permissions audit, and adoption programs.
Custom applications on Azure OpenAI with enterprise security, data residency, and audit controls.
AI Builder, Power Automate AI flows, and Power Apps with embedded AI capabilities.
Copilot for Sales, Service, and Customer Service, connected to Dynamics 365 data and workflows.
Permissions audit, sensitivity label hygiene, and adoption programs that actually move productivity needles.
Engagements are measured by movement on the numbers that matter. These are the directions of travel we commit to.
Predictable phases. Clear deliverables. No surprises.
One to two working sessions to map your current state, business goals, and gaps. We come out with a written scope and recommendation.
Documented architecture, realistic timeline, and transparent commercial proposal. No surprises and no hidden scope.
Configuration, development, integrations, data migration, and QA, with weekly demos and on-the-fly adjustments.
Training, change management, hypercare, and ongoing optimization. We do not disappear at go-live.
Practitioner-level analysis from the consultants delivering the work.

Most teams treat Gong as expensive call storage. The return is in coaching, deal execution, and forecast accuracy. Here is how to move from recording to results.
Read the full post →