Hours savedfor each rep every week
Better-prepareddiscovery calls
Moremeetings per rep
About the client
A cybersecurity services provider, based in Boston, Massachusetts, operating in the saas & technology sector.
The problem
Sales reps spent hours researching prospects before discovery calls.
What we did
- AI agent compiling company background and news
- Summary added to each CRM record
- Suggested discovery questions
- Reps review and edit before calls
Outcome
- Hours saved for each rep every week
- Better-prepared discovery calls
- More meetings per rep
Services involved
AI Sales & Lead Automation · AI Automation
Client identity withheld. This anonymised case study is an illustrative example of our approach; figures are indicative and results vary by business, market and budget.
