Improving Sales Meeting Efficiency: A Case Study on Convictional's Use of Fireflies

• Education
• Retail

• Sales & Marketing

• Training

Convictional, a company that enables online retailers to expand their product assortment without inventory risks, was facing challenges with their existing sales process. The process involved taking notes in HubSpot, cleaning them up after the call, and then parsing out the key insights when following up with their prospects. This required a significant amount of manual work and effort from their team. The company wanted to capture their notes and insights from their sales meetings more effortlessly and also capture sales recordings for coaching and learning. They found that their Sales Representatives were focusing more on note-taking during a call, which prevented them from being fully present with their prospect. Additionally, the company noted that everyone had their own style of note-taking, which resulted in inconsistent notes in terms of the amount of information captured. The lack of sales meeting recordings also hindered effective coaching of new sales reps using real examples.

Convictional is a company that provides a platform and expertise to online retailers, enabling them to source, onboard, and integrate with third-party brands who fulfill orders on behalf of the retailer. This allows the retailers to expand their product assortment and drive growth without the risk of inventory. Convictional's vision is to build a B2B trade network where every supplier and buyer are integrated and engaging in commerce. They were looking for a solution to streamline their sales process, reduce manual work, and improve the effectiveness of their sales meetings and coaching.

To address these challenges, Convictional implemented Fireflies and integrated it with Hubspot. This solution automatically logged their calls on the CRM after their sales meetings, eliminating the need for manual note-taking. Fireflies also recorded their calls, making them easily accessible for future reference and coaching. This solution allowed Convictional's sales representatives to be fully present in each prospecting call, without sacrificing the quality of the information captured. It also made it possible to coach representatives on improvement areas using real examples from previous sales meetings. The integration of Fireflies with Hubspot streamlined the sales process, saving the sales team hours of admin work each week.

• The implementation of Fireflies has brought significant operational improvements to Convictional. The sales representatives are now able to focus entirely on the prospecting call, rather than dividing their attention between the call and note-taking. This has improved the quality of their interactions with prospects. The automatic logging of calls on the CRM has also eliminated inconsistencies in note-taking, ensuring that all necessary information is captured. Furthermore, the availability of call recordings has enhanced the coaching process, allowing for the use of real examples in training new sales reps. Overall, the use of Fireflies has streamlined the sales process, improved the quality of sales meetings, and enhanced the effectiveness of coaching.

• Eliminated manual note-taking from the sales process

• Saved sales team hours of admin work each week

• Enabled sales representatives to be fully present in each prospecting call