How Glyphic Helped Ascend Accelerate Sales Cycles by 30%

Ascend is an all-in-one finance automation platform that helps insurance retailers, brokers, MGAs, and carriers become more profitable by increasing revenue and decreasing operational expenses.

However, despite helping customers become more efficient, Ascend's sales process was anything but. Sales reps were spending 20 - 30 minutes on manual post-call data entry alone.

Determined to boost efficiency, Ascend decided to search for a solution that could automate its workflow and free up reps to focus on what they do best: selling.

That's when it discovered Glyphic’s AI sales copilot.

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The Problem: Wasting up to 12 Hours per Week on Manual Processes

Before implementing Glyphic, Ascend's sales team struggled with the time-consuming task of manually entering data into their Salesforce CRM.

The team had recently adopted the MEDDPPICC sales methodology. This required reps to fill in all the MEDDPPICC fields after each call, which took about 20 - 30 minutes per rep, per call.

With each rep making about 6 - 8 calls per week, this meant the team wasted 6 - 12 hours per week on manual data entry.

Christopher Surdi, Head of Sales at Ascend, knew something had to change.

"We desperately needed a tool that could automate the process of filling out the MEDDPPICC fields. This would save us a huge amount of time and massively increase bandwidth for the team to sell more."

Ascend’s sales team needed a solution to automate their data entry, streamline their workflow, and ultimately help them close deals faster. That's when they turned to Glyphic.

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Why Ascend Chose Glyphic

Ascend conducted a thorough evaluation process to find the best solution for its needs.

"We tested Glyphic against some other tools in the market and it was clearly the best option. Glyphic was not only more accurate, but it was also faster."

Glyphic’s range of features also stood out. In addition to automating data entry, the platform offered powerful analytics and interactive capabilities.

“We were impressed by its advanced features, such as the ability to ask Glyphic questions like ‘What's the risk in this deal?’"

In fact, Glyphic instantly earned high praise from Ascend's sales reps during this testing process.

"One of my reps told me that if I didn't buy Glyphic, he was going to quit. He absolutely loves the tool."

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A 10/10 Implementation Process

Implementing Glyphic within Ascend’s tech stack took barely any time or effort.

"Our Salesforce admins said it was incredibly straightforward to implement."

Ascend's team was instantly able to get to work using Glyphic. The seamless integration and automatic data entry meant that Ascend's reps could continue focusing on selling without disrupting their workflow.

"In terms of ease-of-use, I’d give it a 10/10. When we first started, our team didn't have to start doing anything different—Glyphic just automatically filled in the relevant MEDDPICC notes in our Salesforce records."

When Ascend did encountered a minor challenge, Glyphic’s team quickly responded with the necessary changes.

"The only challenge we faced was that we wanted to append additional meeting notes instead of replacing them. However, once we reached out to let the Glyphic team know, it was resolved quickly."

Now, reps are beginning to experiment with the tool’s full range of features

"They're starting to use log into Glyphic itself to ask questions or have it draft an email for them. For these use cases, I’d also give it a 10/10 rating."

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The Results: 30% Quicker Sales Cycles

Since implementing Glyphic, Ascend’s reps spend more time on selling and less time on manual data entry.

This has led to remarkable improvements in Ascend’s sales process, reducing their sales cycle duration by 30%.

“Before Glyphic, our sales cycle was 96 days. Now, we're down to 67 days on average."

Having call data immediately available in Salesforce has also helped the sales team to analyze and strategize more effectively.

"Thanks to Glyphic, the data is immediately available—meaning we can stop, assess, and accurately address each deal’s blockers and next steps. Without the data there, we’d have to wait, which would slow everything down.”

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“The Benefits Filter Throughout the Funnel”

By implementing Glyphic, Ascend automated manual processes, accelerated its sales cycles by 30%, and empowered reps to be more efficient and effective.

"It delivers a great ROI. Get everything right from the outset, and the benefits will filter throughout the rest of the funnel."