The sales team took manual notes in every meeting. Each note then needed cleanup before it could be shared with colleagues, customers, or the wider business. Without meeting recordings, sharing context meant building a Loom or rewriting notes from memory. Reps lost time at both ends of every conversation.
Onboarding ran on shadowing. When a new rep joined, they sat in on live calls to learn the motion. That tied up two people at once and disrupted the experienced rep’s calendar. New reps could only learn from whatever calls happened to fit their schedule that week, not from the most relevant deals.
The knowledge gap compounded across verticals. Targeting machines, energy, facilities, and vehicles means each segment has its own messaging, objections, and proof points. Building a usable knowledge base from scattered notes proved hard. Common buyer questions came up across deals, but answers lived in individual reps’ heads. Marketing and product wanted customer signal, and sales did not have a clean way to surface it.