Box Sales teams know time invested in customer experiences is time well spent. Now, our teams have a powerful ally in support of this vision.
With dedicated Box AI Agents fine-tuned for seller needs, our teams have eliminated routine busywork to deliver more enhanced, personalized service and deeper engagement. We thought we’d take a moment to share with you the measurable results we’ve achieved to inspire your own journey with Box AI.
Key takeaways:
- Box AI Agents deliver tailored customer insights by pulling together research from different resources
- Sales teams reduced RFP response time by 90% while maintaining compliance and quality
- Discovery preparation time decreased by 1-2 hours per week, per seller
- Teams saw a 102% increase in adoption across new product functionalities
- Customer engagement grew by 67% inend user enablement
Nora Soza, GTM Strategy and Operations leader at Box, remembers the old way of doing things. “To onboard a member of the Sales team effectively takes time, and even with all that investment, results were mixed,” Soza said.
The transformation began when Box reimagined its entire sales lifecycle with purpose-built Box AI Agents. Rather than spending hours researching accounts, building outreach campaigns and preparing for meetings, sellers now leverage AI to handle time-consuming tasks.
“With a Box AI Agent, we pull in information from the outside web — financial statements, analyst reports, and more — and use that to create tailored, targeted messaging for the right personas,” Soza explained.
Impacts spanning every sales stage
Perhaps most impressive is the 90% reduction in time spent responding to RFPs. A process that once consumed days of careful research and writing now takes a fraction of the time, with AI Agents ensuring responses remain compliant and on brand.
AI Agents are a powerful resource that has standardized and elevated the quality of our customer interactions. Instead of relying on a seller’s personal experience level, they ensure every team member is equipped to deliver precise, on-point information about offerings from day one.
During pipeline development, AI Agents generate customized outreach plans for each prospect that are aligned to industry, persona, and pain points. By providing customizable messaging frameworks, AI Agents help ensure personalized experiences and consistency across our products and services.
More importantly, customers benefit from a faster, clearer understanding around the power of Intelligent Content Management.
From information overload to strategic insights
Sales used to spend up to 45 minutes manually researching, only uncovering about 25% of the valuable solutions we could offer. The data was there, but not the insights.
“Our sellers would stop after finding one or two potential use cases, simply because the research process was so time-consuming,” Soza said.
This approach created a ripple effect: Outbound representatives (OBRs) needed extensive onboarding to understand Box’s messaging properly. Even then, the quality of their outreach varied.
AI Agents changed this dynamic by combining deep product knowledge with additional data sources in Box. Now, when preparing for customer interactions, Box teams receive comprehensive analyses that connect solutions to unique business challenges.
This access to key insights means you see the full value (and most relevant use cases) right from your first conversation with our teams.
Highlights from Customer Success
AI Agents have also helped our Customer Success teams eliminate technical barriers that once slowed work down.
Tasks that required SQL knowledge or complex data manipulation now happen automatically. AI Agents have also designed personalized information that connects customer goals to relevant Box tools.
One Customer Success Manager said knowing where to start when planning webinars proved difficult, with topic selection alone taking 30-55 minutes. Now, their AI Agent has dramatically sped up everything from compiling topics, to building send lists, agendas, and messaging. And it’s all perfectly aligned to help meet customer needs.
The technology behind the transformation
Box’s AI Agents aren’t built on generic large language models (LLMs) alone.
They’re purpose-built assistants trained specifically on Box product information, guidance, and use cases. This specialized training ensures the AI Agents understand the nuances of Box’s offerings and can make relevant recommendations.
AI Agents integrate seamlessly with Box’s existing tools, including Box Hubs for content organization, Box Extract for automated data processing, and Box Apps for workflow customization. This integration allows sales teams to leverage AI insights within their familiar work environment rather than switching between multiple systems.
Scaling personalization without sacrificing compliance
One of the most significant concerns when implementing AI in sales processes is maintaining compliance and data security. The Box approach addresses this head-on by ensuring AI Agents operate within strict governance frameworks.
“Compliance — keeping our customers’ data secure — remains our top priority,” Soza said.
A focus on governance and security is particularly valuable in heavily regulated industries like financial services, healthcare, and the public sector, where messaging missteps can have serious consequences. By mitigating compliance risk upfront, Box enables teams to leverage AI for deep personalization and growth without sacrificing the integrity of customer data.
Human expertise, sharpened by AI
Box’s approach demonstrates that AI can free up sales professionals to focus on what they do best: Building relationships and solving your biggest challenges.
We see technology as a powerful tool to enhance, not replace, the valuable knowledge of our team. By letting AI Agents handle repetitive, time-consuming tasks, our professionals can focus entirely on delivering higher-value insights and engaging in strategic conversations.
Our AI Agents handle the heavy lifting of research and content creation, but the human connection remains irreplaceable. We’re giving our teams back the time they need to build meaningful relationships with customers.
This philosophy extends to how Box measures success. Rather than focusing solely on efficiency metrics, we track outcomes like product use and customer engagement. A 67% increase in end user enablement engagement suggests customers are receiving more value from their Box investments.
As AI technology continues to mature, we’ll explore new applications throughout the customer lifecycle to ensure our service continually improves.
Your path to scaling quality in sales
With that, we’ll ask you: What’s the biggest challenge in your sales cycle that AI could help solve?
From knocking out time-consuming tasks, to automating prospect insights and walking into meetings fully prepared — we’ve found that the possibilities are pretty endless.
