Oct 11, 2024
The Problem
WorkTango's team found themselves bogged down with manual data entry after every meeting, pulling them away from more strategic tasks and making it difficult to keep their CRM data clean. On top of that, they lacked clear insights into why deals were won or lost, and leadership needed to surface potential risks early in the sales cycle.
The Solution
Swyft AI stepped in to automate the manual CRM updates, which immediately freed up the team to focus on more strategic work. No more time spent on repetitive data entry, and the CRM hygiene improved significantly with automatically updated fields.
On top of that, integrating Slack notifications allowed leadership to stay informed about key deals, helping them address potential risks earlier and more effectively.
The Results
• The WorkTango team saved over 10 minutes per call, freeing up time for more strategic tasks
• Enabled early detection of potential churn risks through real-time Slack alerts
• Gained deeper insights into win/loss trends and competitor activity
As Stephen Shinnan, SVP of Revenue at WorkTango, said:
"We’ve been able to gather better competitor data and other information that has improved our understanding of why we win and why we lose."
We're proud to see how Swyft AI has helped streamline WorkTango’s processes and enable their continued success!
