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Capgemini Financial Services Europe and North America

Riverty

Sales Automation

Riverty's CRM activities were fragmented and lacked transparency, which slowed sales processes and limited how effectively teams used the company's Dynamics 365 CRM environment to manage customer engagement.

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23% increase in CRM user satisfaction
31% increase in the intuitiveness and ease of use of the CRM system
33% rise in usage of the sales part of CRM
44% improvement in CRM functionality ratings

Reported impact

Business outcome

Riverty improved sales-team productivity and CRM adoption, making customer information faster to retrieve and the CRM easier to use while establishing a stronger foundation for AI-assisted sales and partner-management workflows.

  • Customer Experience
  • Productivity Improvement

Solution

Riverty worked with Capgemini Invent to embed generative AI directly into its sales operations by integrating Microsoft Copilot for Sales with the company's Dynamics 365 CRM platform and upgrading to Microsoft Dynamics Sales Premium. The nine-week project was organized around business alignment, technical readiness, and user adoption rather than a narrow software install. Capgemini mapped the AI rollout to Riverty's sales objectives, then onboarded teams through hands-on sessions covering meeting preparation, email summarization, and CRM data maintenance. Copilot for Sales uses CRM context to surface information faster inside daily workflows, while the Sales Premium upgrade expands the AI feature set and creates a broader foundation for future customer-facing and partner-management processes. The result was an operational CRM stack where AI assistance, change management, and platform modernization were delivered together to improve day-to-day selling efficiency.

Data flow

Sales teams work in Dynamics 365 CRM, where customer and activity data are used by Microsoft Copilot for Sales to prepare meetings, summarize email context, and help maintain CRM records; the Sales Premium upgrade extends those AI-assisted workflows and speeds information retrieval across sales operations.

Solution architecture

3 components · 3 layers
  1. Storage
    • Dynamics 365 CRM Acts as Riverty's sales system of record and the operational data source that Copilot augments.
  2. Serving
    • Microsoft Copilot for Sales Provides AI assistance for meeting preparation, email summarization, and CRM data maintenance inside Riverty's sales workflows.
  3. Uncategorized
    • Microsoft Dynamics Sales Premium Extends the CRM environment with additional AI-enabled capabilities and a foundation for broader future workflows.

Architecture clues

  • Capgemini Invent upgraded Riverty to Microsoft Dynamics Sales Premium during the initiative
  • Dedicated technical onboarding sessions and hands-on training were used to drive adoption
  • The implementation included a technology integration roadmap tied to Riverty's business objectives
  • The project was delivered in nine weeks across three phases

Evidence from the source

"Capgemini Invent initiated an upgrade to Microsoft Dynamics Sales Premium"
"Capgemini Invent worked closely with Riverty to tailor the integration of Microsoft Copilot for Sales within the company's Dynamics 365 CRM platform."
"the company witnessed a 23%* increase in CRM user satisfaction, a 67%* enhancement in the speed of retrieving sales information ... and a 33%* rise in usage of the sales part of CRM."
"the company's team was equipped to fully utilize Microsoft Copilot for Sales, including meeting preparation, email summarization, and CRM data maintenance."
Transparency Evidence & methodology 90/100 reference value · 93% confidence · 1 source

Review how this reference was scored and trace each normalized claim back to its documented source.

01

Scoring methodology

How scores are calculated

Customer Reference Value measures usefulness as a customer reference. Evidence Confidence measures the quality and traceability of available evidence, not independent verification.

Customer reference value90/100
  • Problem clarity20/20
    Measures whether the customer's operational problem is specific enough to compare.
  • Implementation depth20/25
    Rewards named components, data flow, integrations, and architecture detail.
  • Outcome specificity20/20
    Measures whether the reported benefit is concrete rather than a generic claim.
  • Quantified impact25/25
    5 metrics describe measurable impact.
  • Deployment scale5/10
    Rewards evidence of a live or scaled deployment and meaningful integration scope.
Evidence confidence93%
  • Source authority20/25
    The main evidence is an official vendor-published customer story.
  • Claim traceability23/25
    11 of 12 key fields link to a named source.
  • Direct evidence20/20
    4 direct source quotes retained.
  • Date provenance10/10
    The publication date comes from the source page or publisher.
  • Source transparency10/10
    1 source reference document publisher, URL, authority, retrieval, and supported fields.
  • Implementation specificity10/10
    Rewards source-backed components, data flow, quantified impact, and a specific outcome.
02

Traceability

Sources & provenance

Field coverage shows which facts each source supports. Dates are shown only when documented by the source.

  1. Capgemini

    Revolutionizing Riverty’s CRM capabilities with Copilot for Sales - Capgemini India

    First-party
    https://www.capgemini.com/in-en/news/client-stories/revolutionizing-rivertys-crm-capabilities-with-copilot-for-sales/
    Source type
    Vendor-published customer story
    Published
    Mar 4, 2025
    Supports
    • Customer
    • Industry
    • Region
    • Company size
    • Business problem
    • Solution
    • Products
    • Solution components
    • Data flow
    • technical area
    • use case category
    • Business outcome
    • outcome category
    • Metrics
    • Architecture
    • evidence quotes
    • Publication date

Date evidence

  • Published on source page Mar 4, 2025 · Capgemini · First-party
    Open date source

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