Boat Detailing Company
Sales reps spent significant time after each call manually writing summaries and logging details into the CRM. This administrative burden reduced selling time. Inconsistent documentation meant customer context was lost and leads fell through the cracks without proper follow-up.
We designed an automated workflow that triggers after each call, transcribes the conversation, and generates an AI-powered summary highlighting key details — customer context, timeline, next steps, and performance feedback. The workflow then generates a draft follow-up message based on the conversation and sends it to the sales rep for review and approval.
The automated system preserves key customer data from conversations that was previously lost. A sales rep can now refer back to a conversation that happened months ago and pick up right where they left off.
"Never have to worry about manual note taking. Now, I can pull up customer info from a call months ago and pick up right where we left off."
Jacob
Boat Detailing Company
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