How B2B Fintech Saves 32+ Hours/Month Per Sales Rep
By automating CRM chaos with AI, Getmomo's sales team reclaimed time for high-impact selling.
The Challenge
After scaling to $1M ARR in <1 year, Getmomo's 5-person sales team hit a wall. Reps wasted 3+ minutes/call digging through scattered Salesforce notes and Aircall transcripts to answer: *'Who is this? What did we discuss? Are they even a fit?'* 30% of leads were disqualified post-review, burning hours of prep time. Manual CRM updates and shifting priorities crushed morale.
The Solution
Narratic AI automated the grind: - **Pre-call:** Auto-generated summaries with key context (e.g., *'Last talk: CFO Linda, billing pain points. Ask: "How's tenant payment *actually* working?"'*). - **Post-call:** Logged notes/updates in Salesforce via Slack. - **Slack-first:** All CRM interactions stayed in reps' existing workflow.
Time Saved
32+ hours
/month per rep (vs. manual CRM work)
Call Rate Increase
40% higher
per rep (time → confidence)
Demos Booked
18% increase
in 2 months
Narratic AI eliminated the CRM scavenger hunt. Reps save 32+ hours/month and finally trust their data – they just focus on closing.