How AI-Driven Prioritization Unlocked Hidden Revenue in a High-Volume Sales Pipeline
By focusing efforts on the right deals at the right time, this tech-enabled service provider's sales team significantly increased conversion rates and shortened sales cycles.
The Challenge
A rapidly growing tech-enabled service firm faced a major bottleneck: their high-volume sales team struggled to identify high-potential deals amidst scattered CRM data, call logs, and email threads. Reps spent hours manually researching account history and communication patterns, often pursuing low-value leads while critical opportunities stalled, leading to inconsistent conversions and frustratingly long sales cycles. Founder John knew they needed a smarter way to give reps an 'intellectually educated basis' for prioritizing their time.
The Solution
Narratic AI integrated directly with their HubSpot CRM and communication tools (like call transcripts and emails) to automatically score leads and deals based on historical interaction patterns and engagement signals. Our platform surfaced key risks (like unanswered questions or lack of recent engagement) and opportunities (like mentions of budget approval) instantly. Clear 'next best actions' were provided within the reps' existing workflow, enabling them to focus their outreach efforts efficiently and engage high-value prospects with precisely the right context, reducing manual research time dramatically.
Conversion Rate (Qualified Lead to Close)
+40%
improvement by focusing team effort on high-propensity deals
Deal Prep Time Reduced
-75%
Average time per deal prep slashed via automated insights
Pipeline Quality Score
Significant Increase
through better lead/deal focus and risk identification
Narratic AI transformed our sales process. Instead of reps digging through CRM history for hours, they now have instant context and clear priorities. This lets them focus on high-impact conversations that actually close deals.