AI Meeting Prep Cut Rep Research by 90%, Boosted Demo Rates 18%

#Death by 1000 Tabs: Winning Sales Starts Before the Call

How much time does your sales team really spend preparing for each client call? If they are like most B2B teams, it involves frantic scrambling across CRM records, email threads, past call notes, and maybe even LinkedIn profiles, trying to piece together context moments before dialing. This isn't just inefficient; it is a recipe for unprepared interactions, missed opportunities, and ultimately, lost deals.

We worked with a scaling B2B tech firm facing this exact challenge. Their reps, despite being talented, were bogged down by information chaos. They wasted precious selling time on manual prep, leading to inconsistent call quality, slow rep ramp-up, and critical follow-up tasks slipping through the cracks. They knew they needed to fix it, but expected solutions involved more manual process or complex training.

#The AI Advantage: Prep in Seconds, Follow Up Flawlessly

Narratic AI offered a different path: automating the grunt work to empower human connection. By integrating with their existing CRM (Salesforce) and communication data, Narratic provided reps with two superpowers:

1. Instant Pre-Call Intelligence: Seconds before a meeting, reps received an AI-generated summary directly in Slack or linked to their calendar. This "one-slap brief" included:

   • Key stakeholder identification and their history.
   • Summaries of recent interactions and key discussion points.
   • Identification of unresolved issues, open questions, or past objections.
   • Potential deal risks or opportunities flagged based on communication patterns.

2. Automated Post-Call Workflow: After the call, Narratic analyzed the interaction (from transcripts or notes) to:

   • Generate concise call summaries.
   • Automatically update relevant CRM fields.
   • Identify and assign clear next steps and follow-up tasks.

This freed reps from CRM drudgery and allowed them to focus entirely on the strategic aspects of the sales conversation.

#The Results: Less Prep, More Demos, Faster Growth

The impact was immediate and measurable:

• ~90% Reduction in Pre-Call Prep Time: Reps went from spending 30+ minutes digging for info to reviewing a concise AI brief in seconds.
• 18% Increase in Demos Booked/Deals Advanced: Better preparation and focused conversations led directly to more successful meeting outcomes.
• Faster Rep Onboarding: New hires could understand complex account histories almost instantly, reaching productivity significantly faster.
• Elimination of Manual CRM Updates: Reps saved hours per week previously spent on administrative tasks.

Our team used to dread call prep. Narratic gives them everything they need instantly, so they walk in confident and focused. The automated follow-up ensures nothing slips through – it changed how we manage opportunities.

– Jennifer Lee, Head of Sales Operations

#Stop Prepping, Start Selling

Equip your sales team with the intelligence they need to win every interaction. Narratic AI turns CRM chaos into actionable clarity, empowering reps to be more prepared, effective, and productive.