Work I've Done

Pain Point: 10h/week Data Entry ⚠️

Hubspot

Zapier

Four/Four

Grain

Solution: AI + Automation 💡

Impact: Better Sales Cycle ✅

Sales reps spent an average of one hour per call manually executing all sales call activities:

• Detailed summaries of the customer, conversation highlights and outcome

• Updating the customer's fields

• Creating and assigning follow-up tasks

AI-powered automations eliminated every repetitive sales step by providing:

• Accurate AI call summaries

• Automated field updates

• Automated action items

• Sales reps focused on data entry sales

• Flawed Improved customer data

AI-Powered Sales Processes

Before & After