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Use case: Sales & customer success

Note-taking

Using Sapium for note-taking results in shorter prep and review, and consistency and best practices, for:

  • sales meetings
  • account management/customer success meetings

Analysis

Using Sapium for quick analysis pulls out insights like:

  • top reasons why opportunities choose not to buy/start a trial
  • top requested features
  • outstanding followups, for one or more sales team members

Example

1a. Highlight and tag notes during (or after) a sales meeting

Highlighting

Tagging

Spend 30min training the team to use only these 4 tags (for instance):

Tag/highlight Description
Highlight Important takeaway from the call
#followup An item for the team member to follow up on
#pain A customer pain or need
#positive A positive reaction from the customer
#idea A feature idea that the customer mentions

 

1b. Stream sales notes automatically from the CRM

HubSpot Zapier

 

2. Share a quick summary of a single customer meeting

Executive summary

 

3. See all outstanding followups, for one or more sales team members

All followups

 

4. Summarize each #positive reaction or #idea or #pain from customers

Digests by key tags

 

5. Auto-detect key topics, and additionally filter down to #pain for instance

Positive feedback by month

Digest graph