Sales

Update CRM after calls

Update CRM after calls

Update CRM after calls

Automatically update customer records across CRMs post-calls to maintain up-to-minute information on prospects and deals

Automatically update customer records across CRMs post-calls to maintain up-to-minute information on prospects and deals

Automatically update customer records across CRMs post-calls to maintain up-to-minute information on prospects and deals

Situation: After every sales call, you need to update CRM records with key discussion points, next steps, and deal progression details

How Coworker Helps: Coworker automatically extracts key information from call transcripts and updates CRM records with discussion points, next steps, and deal status changes.

Time taken: Automated

Impact: More effective sales conversations and higher meeting conversion rates through better data quality

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