YipitData is a data analytics company that provides B2B/B2C companies and investment firms with market research and proprietary data sets to make better decisions. They serve more than 500 customers across a variety of industries.
They knew that automating call notes would be a huge efficiency win for their sales team. However, they couldn't find a tool that met their standards. João Dias, Senior Manager, RevOps at YipitData, said, "I was losing my hair because I had spoken to so many different vendors."
Momentum shines for AI Summaries quality
After trying three to four other vendors, YipitData did a trial with Momentum and their reps immediately fell in love with it. The call summaries were the best they had seen, and the fact that Momentum integrates with Slack, made it a game changer. Other vendors weren't capturing the true sentiment and content of their calls, but Momentum was able to capture that right off the bat.
YipitData sells a bespoke product, and their reps reference multiple acronyms and methodologies during calls. Momentum was able to capture and summarize everything immediately, making it the perfect solution for YipitData's needs.
The time and cost savings Momentum's call summaries created for YipitData far exceeded João's hopes. He calculated the FTE savings of reps not having to write their own notes, and quickly realized that Momentum would far exceed those savings.
According to João, "Momentum's call summaries keep us up to date. Some of our reps used to write their call notes into Salesforce at the end of the day. Some would save them all for the end of the week, or the end of two weeks. Now everyone is much more up to date with their housekeeping because call summaries are done in real-time."
Multi-language translations FTW
One of the question marks YipitData had when they started using Momentum was about non-English support. They have a significant presence in APAC, and a lot of their calls are conducted in Mandarin. However, they were pleasantly surprised when an APAC sales rep emailed João saying how impressed she was with the accuracy of the call summaries in Mandarin.
The rep said, "Momentum is able to do an accurate high-level summary for calls conducted in Chinese (Mandarin), covering most of the key points discussed. I'm impressed by the translation and accuracy, especially by how Momentum can identify 'confusion from clients' and my response clarification.'"
YipitData sees improvement in data hygiene while reducing costs
Momentum's AI Summaries not only provided real-time, accurate Mandarin call summaries, but also led to substantial time and full-time equivalent (FTE) cost savings for YipitData. This unexpected efficiency boost exceeded João's expectations, allowing the team to stay updated and even expand their reach in APAC.
- Time and resource savings: Bringing Momentum on resulted in significant time and resource savings, even including a FTE save for YipitData's team! This efficiency gain was attributed to the automation of call notes, eliminating the need for manual note-taking.
- Improved quality of call summaries: Momentum successfully addressed the challenge of accurately summarizing YipitData's specialized language, including acronyms and methodologies, ensuring proper documentation was always in place.
- Increased Salesforce hygiene: Momentum's call summaries played a pivotal role in keeping YipitData's Salesforce records up to date. Sales reps who previously had varying processes for entering call notes, became more consistent and timely in their record-keeping due to the real-time nature of the call summaries and their sync with SFDC.