Get On a Client Call to Move the Deal Forward

Chantal Walker, Shilpa Sharma

Meeting is an expensive mode of communication! Make it worth every single time!

Sales person closing the deal

Technology is helping business professionals at every step of the way! Whether you’re a salesperson or a marketer, you spend a lot of time working on internal strategies, attending a lot of client calls or working closely with brands to ensure the campaign is aligned with outreach goals.


“Meeting is an expensive mode of communication! Make it efficient!”

Let’s discuss how each of these professionals manage their work and how they can make their day more efficient by adopting AI powered technologies. Any business professional who is part of a discussion needs to write meeting notes and key takeaways.

Sales people
  • Whether we talk about an Account Executive or a Sales Development Representative (SDR), it’s obvious that they spend most of their time scheduling calls, cold calling, answering emails/drafting follow-up emails. Sales reps spend only 39% of their time actually selling! (Source: HubSpot)
  • For any salesperson, it’s a great benefit to be able to automatically capture notes and export them into their CRMs such as Hubspot or Salesforce. To achieve company goals, sales teams need to focus on the conversation and fully engage with their clients. Anything that hinders their productivity is directly impacting the company topline. Flyte allows you to integrate your Zoom and Hubspot accounts, and seamlessly manage the entire sales workflow. For call prep and key highlights after a client call, Flyte provides a well organized meeting summary that you can share with your clients and manager

“Generate more leads and revenue streams by automating note-taking and sharing process”

Call Analytics

“A satisfied customer is the best business strategy of all” - Michael LeBoeuf

Customer Success Manager
  • A Customer Success Manager (CSM) is responsible for ensuring that customers have a great experience. CSMs are responsible for onboarding new customers and providing support when necessary. They are the trusted link between client and company.
  • CSMs spend large amounts of time speaking to various clients so it’s vital they stay on top of the conversation to give a constant good impression. Ultimately this will save companies time and money as it’s easier to retain clients than to get more! With Flyte you get organized meeting notes and advanced customer insights so even when you only have 5 minute to prepare for a call, you’ll be in control. It’s important to learn from previous conversations and understand customer concerns to be able to manage future communications. That’s where Flyte analytics is super important as you can identify exact areas where you need to focus and act.

"Good customer service costs less than bad customer service” - Sally Gronow

Consultants
  • Consultants love data so we know you’ll love Flyte. Once you’ve had and recorded your meeting via our app, you’ll get meeting note analytics. You’ll be able to explore your notes as much or as little as you want. You’ll be able to explore meeting insights which will help save time when you’re putting together your latest PowerPoint presentation or client pitch.
  • As Flyte gives you a summary at the end of every meeting; you will save time by not having to write up all those interviews too! As a consultant, you try to manage hundreds of things with multiple stakeholders and by keeping all the meeting records at one place, it’s so much easier to refer to it every time you’re entering into an important discussion or preparing for a client presentation.

Marketing Specialist
  • As a marketing specialist, you’re an ideas machine. You think fast and creatively to improve your clients' brand awareness. Whether it’s about creating a campaign or deciding the right target demography, it takes a huge effort of going through customer data and sales calls to come up with a strategy.
  • With Flyte you’ll never miss a chance to grow that small idea into a big campaign. Flyte not only provides you AI powered call notes but also highlights customer insights that gives you the direction on customer needs/concerns. Design your marketing campaigns as well pricing strategy based on the analytics captured through multiple client calls.
  • Marketing is a combination of art and science. While marketing specialists put a lot of effort in designing the campaign or coming up with new strategies to attract target customers, Flyte offers a complete scientific package to help you make the right decisions!

“Flyte is the perfect brainstorming companion – ALL ideas are welcome and not forgotten!”

With a lot of AI note-taking platforms and transcription tools, things are getting easier but are they offering a complete solution or just part of the solution? There are a lot of meetings and conversation data that is scattered in multiple folders. Flyte offers a complete solution that not only summarizes the conversation in a more consumable format but also analyzes the data to come up with actionable recommendations.


Flyte learns from your preferences and personalizes your experience by providing specific topics and actions in a way that makes your meeting experience better! Try Flyte today to elevate your meeting experience.


Keywords: sales pipeline, sales people, cold calling, meeting notes, consulting, marketing, client calls, note-taking, transcription, call recording

Top features for client conversations

  • Store - Ability to record and search meeting notes within Flyte or through Slack so that you can quickly access and view your notes whenever, wherever.
  • Sort - Ability to sort notes based on speakers, topic or length makes it super easy to customize as you want.
  • Share - Ability to share notes with team members or customers to keep the business moving forward, saving time and energy.

Use Flyte! Our voice recognition technology helps business professionals take impeccable meeting notes and capture action items and insights from every call. You get actions and questions that keep you focused and in control, meaning your customers stay happy and engaged. No more paper-pushing and manually delivering actions.

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