Customer Success

Meeting Intelligence & Follow-up Automation

Meeting Intelligence & Follow-up Automation

Meeting Intelligence & Follow-up Automation

Transform sales meetings into actionable insights with automated transcription, CRM updates, and performance coaching analytics.

Transform sales meetings into actionable insights with automated transcription, CRM updates, and performance coaching analytics.

Transform sales meetings into actionable insights with automated transcription, CRM updates, and performance coaching analytics.

Description: Automatically capture, summarize, and analyze sales calls and customer meeting transcripts, generating action items, updating CRM records in HubSpot or Salesforce, and providing coaching insights for sales reps.

Impact: Reduction in administrative tasks, improved CRM data quality, and enhanced sales coaching effectiveness.

Tools Used:

Coworker

Make work matter.

Coworker is a trademark of Village Platforms, Inc

SOC 2 Type 2

GDPR Compliant

CASA Tier 2 Verified

Company

2261 Market Street, 4903
San Francisco, CA 94114

Coworker

Make work matter.

Coworker is a trademark of Village Platforms, Inc

SOC 2 Type 2

GDPR Compliant

CASA Tier 2 Verified

Company

2261 Market Street, 4903
San Francisco, CA 94114

Coworker

Make work matter.

Coworker is a trademark of Village Platforms, Inc

SOC 2 Type 2

GDPR Compliant

CASA Tier 2 Verified

Company

2261 Market Street, 4903
San Francisco, CA 94114