# A telecom sales team cuts account research from 4 hours to 15 minutes

Lumen sellers ask Copilot to research an account from the CRM and email before they reach out.

Category: Call prep
Industry: Telecom
Difficulty: easy
Updated: Oct 19, 2026
URL: https://revstackai.co/use-cases/account-research-in-15-minutes-with-copilot

## Problem

Researching one account for outreach took a seller about four hours.

## How to do this

1. Connect Copilot to your CRM (Salesforce or Dynamics 365).
2. Ask Copilot to summarize the account for outreach: recent emails, open deals, and the people involved.
3. Check every fact, then use what it returns to write the outreach.
4. Paste it into Microsoft 365 Copilot chat or the Sales pane in Outlook. The same prompt works in ChatGPT, Claude, Gemini or Grok if you paste your notes.

## Verdict

Hours of account research become 15 minutes.

## Tools

- [Microsoft 365 Copilot Sales agent](https://learn.microsoft.com/en-us/microsoft-sales-copilot/introduction): Pulls CRM, email and meeting history together before outreach
- [ChatGPT](https://chatgpt.com/): Paste your notes; no CRM link
- [Claude](https://claude.ai/): Paste your notes; no CRM link
- [Gemini](https://gemini.google.com/): Paste your notes; no CRM link
- [Grok](https://grok.com/): Paste your notes; no CRM link

## RevStack prompt

Written by RevStack. This is not the sourced result below.

Inputs:
- Account name

Summarize {{account}} for customer outreach: recent emails, open deals, and the people involved.

Use only the CRM, email, and meeting history. If a fact is not in those sources, say so. Do not invent numbers.

Example output, written by RevStack, not a reported result:

Open deals: only what the CRM shows, with the owner named there.
People: the contacts on the latest email thread.
If a fact is not in the CRM, email, or meeting history, say so.

## Result

'It typically takes a seller four hours to do research for customer outreach, and with generative AI, they can now do that in 15 minutes.' Lumen values four hours back per seller per week at $50 million in revenue over 12 months.

Vendor case study. Reported by [Ashley Haynes-Gaspar, Chief Revenue Officer, Lumen Technologies (Microsoft customer story)](https://www.microsoft.com/en/customers/story/1771760434465986810-lumen-microsoft-copilot-telecommunications-en-united-states).

## Before you start

- Microsoft 365 Copilot license
- Admin connects Salesforce or Dynamics 365
- Check every fact before you send