An IT company working in the B2B sector relies heavily on Salesforce and SAP to support its sales operations. Sales and sales-related teams need fast access to up-to-date customer and project information stored in Salesforce to collaborate effectively. However, not all employees can be granted direct Salesforce access due to security restrictions and licensing costs. To solve this, the company introduced an automated chatbot called EVA, integrated with Cisco Webex Teams. The chatbot enables employees to securely access relevant Salesforce information directly within their collaboration environment without needing full system access. This approach improved information availability, reduced licensing costs, and enhanced collaboration efficiency while maintaining security and data control.

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