How AI Meeting Intelligence Cut Prep Time by 90% and Boosted Demo Rates by 18%
Equipping a B2B Tech sales team with automated pre-call summaries and post-call analysis led to faster ramp times, more confident reps, and significantly more effective follow-up.
Read the full case studyThe Challenge
A scaling B2B tech company's sales team was hitting a wall. Reps wasted over 30 minutes preparing for each significant client call, manually digging through a chaotic mix of CRM notes, past emails, and call logs across multiple systems. This resulted in inconsistent preparation, missed context, awkward 'who are you again?' moments, and dropped balls on follow-ups. Onboarding new reps was painfully slow, impacting growth potential and increasing the risk of losing deals due to lack of readiness.
The Solution
Narratic AI integrated seamlessly with their Salesforce CRM and communication channels (email, call transcripts). Before each scheduled meeting, the platform automatically generated a concise 'one-slap summary,' highlighting key stakeholders, relationship history, previous discussion points (especially unresolved issues or past objections), open items, and potential deal risks. Post-call, Narratic analyzed interactions to auto-update CRM fields, summarize key outcomes and commitments, and flag critical next steps, drastically reducing manual CRM 'busywork'. The Slack integration allowed reps to quickly query information or trigger updates without switching context.
Pre-Call Prep Time Reduced
~90% Reduction
From 30+ mins manual digging to seconds of AI summary review
Demos Booked / Meetings Advanced
+18%
Increase in positive meeting outcomes and pipeline velocity
Rep Confidence & Productivity
Significant Increase
Reported by reps due to better preparation & less admin
Narratic's pre-call summaries are a game-changer. Our team walks into every meeting confident and prepared. The automated CRM updates post-call save hours and ensure crucial follow-ups aren't missed. We're closing more deals, faster.