Summarize demos and draft follow-ups for sales
A sales team launched a Lindy agent that summarizes demo calls for HubSpot, drafts follow-ups, schedules calls and recommends proposals, saving 5+ hours a week.
Done withLindy
- What they did
- Interlaced's growth team, an IT and cybersecurity services firm, built one Lindy themselves with no engineers, helped by onboarding from Lindy. It turns demo calls into HubSpot-ready summaries and drafts follow-up emails with suggested next steps. It books client calls from calendar and CRM availability and recommends proposals from CRM context. It connects to Gmail, Slack, Google Calendar and HubSpot.
- How it went
- Interlaced reports saving more than 5 hours a week on CRM upkeep and follow-up. The first Lindy went live in under a week, with value by week two. The source gives no accuracy or error data.
- Worth knowing
- The figures are self-reported by Interlaced and published by Lindy. The source doesn't say how much human review the drafted emails and proposals needed.
Try it yourself with Lindy
After each sales demo call recorded in [Zoom, Meet, or call recorder], have the agent summarize the call and log it in [my CRM]. Then draft a follow-up email to [prospect] covering the pain points and next steps discussed. Pause and show me the draft and any proposed meeting invite before sending anything. It's done when the summary is logged and the follow-up draft is ready for my review.
Source: lindy.ai · Undated
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