Directus saves 20 hours weekly, boosts AE capacity by 15 discovery calls per week, and cuts follow-up time by 89% with Avoma

Challenge

Directus, a rapidly growing startup, needed a solution to streamline their meeting transcription and CRM logging process to improve productivity across the sales team. While using a meeting transcription tool, the sales team faced limitations with time-consuming processes, poor-quality transcriptions, limited functionality, and a lack of AI-driven insights. 

Pedro Pizarro, Enterprise Account Executive, began searching for a more robust solution that could scale with his growing team.

“We wanted a tool that could transcribe calls and log them into HubSpot with greater accuracy, and also scale as we grew. We started searching for AI-driven solutions that could provide more than just basic transcription,” said Pedro.

Solution

After evaluating numerous options, Pedro and his team chose Avoma for its robust, AI-powered capabilities, native integration with HubSpot, and flexible pricing. Now, Avoma automatically records and transcribes Sales and Customer Success team calls and logs them into HubSpot, replacing several manual processes with efficient automations.

“Avoma is cost-effective and scales with us as we grow,” Pedro shared. “Its post-recording features and revenue intelligence tools make it far more valuable than the other solutions we evaluated.”

Matt, Director of Demand Generation, added, “Avoma is a game-changer for Marketing too. Unlike other tools that are mainly for sales use cases, Avoma’s flexibility means all our customer-facing teams can use it.”

Sales Use Case

Avoma’s Revenue Intelligence tools empower the Sales team to proactively manage deal risks, track pipeline progress, and build accurate forecasts. 

Additionally, Pedro described how Avoma’s AI Meeting Assistant has allowed him to take on more prospects and manage a larger workload. Previously, he spent 30 minutes copying meeting transcripts into another tool to draft follow-up emails. Now, with Avoma’s AI-powered email generator, he creates and sends follow-ups in just three minutes. 

Pedro also relies on Ask Avoma, the AI-copilot, which provides real-time, accurate answers to any questions. “Ask Avoma has completely changed the way I work,” Pedro said. “I can instantly reference key details from past calls during live conversations, like team size or purchase timeline, ensuring I can recall every detail.”

Marketing Use Case

Matt highlighted how the Marketing team leverages Avoma’s conversational intelligence to capture customer pain points and insights from recorded conversations. He also uses Avoma for case study and podcast preparation, using transcriptions and meeting notes to streamline content creation.

Avoma’s Slack alerts are another favorite, proactively notifying teams of deal alerts, competitor mentions, and feature requests, enabling them to reference conversations in Avoma and act quickly.

Results

Since implementing Avoma, Directus has experienced significant improvements in productivity and cross-functional collaboration. Key outcomes include:

Time Savings

Matt shared, “Avoma’s automatic transcriptions have saved me at least 10 hours a week, and 2 hours per case study without paying for different transcription tools. I can now create case studies and deliver them within 1-2 days. It’s a total game-changer for me.” 

Pedro added, “Avoma’s real-time AI response speed is unparalleled, making it the fastest and most accurate tool I’ve used. The time savings allow me to take on a bigger workload — 15 more discovery calls per week — and stay accountable to my prospects.”

Improved Sales Productivity

Pedro is now able to follow up with more prospects, completing follow-up emails 5x faster using Avoma’s AI. What once took 45 minutes now takes just 5 minutes, an 89% reduction in email creation time. “The AI-driven follow-up emails are a game-changer, enabling me to spend more time closing deals,” said Pedro.

Pricing Flexibility

Avoma’s flexible pricing structure allowed Directus to tailor licenses for different teams. “The ability to offer different licenses depending on team needs is huge. Our marketers don’t need the same features as our sales team, so they can be on a different plan and still get the most out of Avoma,” noted Pedro.

AI-Powered Functionality

Matt shared, “Having used several big-name platforms, I can confidently say that Avoma’s reliability, ease of use, and powerful AI features set it apart. I appreciate the simplicity and broad functionality it offers across use cases, with smart AI integrations where they’re most effective.” 

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