How Glyphic Saves Scaleup Finance 50 Hours per Month

Scaleup Finance helps startups manage their finances without hassle or headaches. However, despite its seamless product, the company’s sales processes were anything but simple. 

Manual note-taking, inconsistent CRM data entry, and lack of visibility into customer interactions led to missed opportunities and inaccurate forecasting. This was a major obstacle to Scaleup Finance’s growth. 

Determined to optimize their sales operations and unlock their full potential, Scaleup Finance discovered Glyphic’s AI-powered sales enablement solution. 

Here’s the story of how Glyphic transformed Scaleup Finance’s sales process, saving the team 50 hours per month while improving coaching, forecasting, and the client experience. 

Sales Inefficiencies Hindering Growth

Scaleup Finance’s sales process was anything but scalable. Before implementing Glyphic, the team struggled with:

• Poor note-taking practices
• Inconsistent CRM data management
• Lack of visibility into customer interactions

As a result, valuable information was lost, and sales cycles became longer than necessary. Forecasting was imprecise. Coaching opportunities were limited due to the lack of visibility into customer interactions. 

Recognizing the need for a more streamlined and data-driven approach, Scaleup Finance sought an AI-powered solution to address these pain points and optimize their sales processes.

The Solution: Glyphic’s Agile, Ever-Improving AI Sales Copilot

Scaleup Finance soon came across Glyphic, a startup that resonated with their own entrepreneurial spirit, according to Omer Selcuk, Head of Sales. 

“We’re a startup, so we like working with startups. We’ve also worked with incumbent tools and felt like our voice wasn’t heard. They weren’t willing to adapt the product based on our feedback.”

Unlike incumbent tools, however, Glyphic fostered a true partnership with Scaleup Finance. 

“They listen, they enact change fast, and they optimize for the product’s health and growth rather than squeezing every penny out. That's exactly what you want from a partner”.

Scaleup Finance also took confidence from the Glyphic team's deep product experience. This has allowed Glyphic to act nimbly and rapidly develop the product based on the company’s suggestions, constantly adding new features and improvements.

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A 10-Minute Integration Process

Integrating Glyphic into Scaleup Finance's sales workflow was a seamless and remarkably fast process. 

"It took about 10 minutes. We logged in, hooked up to our calendar and CRM, and we were ready to go. The Glyphic team was there to hold our hands if we needed help, but we didn't. It was incredibly easy."

Of course, integration is just the first step. Sales teams must then learn how to use the tool to its full potential. Thankfully, Scaleup Finance rated Glyphic’s ease of use for sales representatives to get started as an 8/10. 

"It fits right into your daily schedule, it's a smooth transition process. In terms of screen time, our salespeople probably spend the most time outside of their calls on Glyphic at the moment."

The seamless integration process was particularly valuable for Scaleup Finance as they looked to onboard multiple new sales representatives. 

"It helps you get out of the starting block very quickly, which is especially handy as we've just hired lots more people.”

Unlocking an Extra 50 Hours

Glyphic has transformed every aspect of Scaleup Finance's sales operations, leading to huge time-savings. 

"Glyphic saves our team at least 50 hours a month."

Here are some of Scaleup Finance’s favorite, most useful features.

A Better Customer Experience

Glyphic unlocks a deeper understanding of clients' contexts and pain points, which has taken Scaleup Finance’s customer experience to the next level. 

"The summary and preparations are essential. We offer intimate financial solutions for startups. That's a high-trust environment. Partly the way you build trust is by showing exceptional knowledge of the industry, of the clients' problems, and of the conversations you've had thus far. So if Glyphic enables us to turn up to a conversation knowing someone’s about to close a round, you're able to build trust immediately because you have a full understanding of their current situation. The rapport it builds is really powerful."

Detailed Summaries

Glyphic automatically takes notes and provides bespoke summaries, without Scaleup Finance's sales team needing to write these down. This has been a game-changer. These concise yet comprehensive overviews enable the sales team to quickly review and action key points from each conversation.

Better still, Glyphic automatically populates key insights into the company’s CRM. Sales representatives no longer need to worry about manual data entry, reducing errors and ensuring a consistent, up-to-date database.

Objective Deal Assessment

Leveraging Scaleup Finance's bespoke qualification criteria, Glyphic provides an unbiased perspective on deal progress and lead qualification. This helps the team easily prioritize efforts and allocate resources.

Personalized Coaching Insights

The Ask Glyphic feature has become a favorite among Scaleup Finance's sales representatives. By querying Glyphic with prompts like "How did I perform on that call?" or "Give me a percentage forecast for how likely this deal is to close," the sales team can leverage Glyphic's to gain valuable insights and forecasting capabilities. 

As a large language model, Omer highlights the feature's versatility and potential for customization.

"It has an infinite capacity to be adaptable."

Embracing Change, and Reaping the Rewards

Scaleup Finance's journey with Glyphic clearly shows the benefits of embracing technology in sales.

"When adopting any high-tech tool, there's a point of discomfort because you're letting go of processes and automating them. However, you’ll quickly see the optimizations come. Trust the process.”

Are you looking to optimize your sales operations, increase efficiency, and deliver exceptional customer experiences? Now’s the time to act. 

Follow in Scaleup Finance's footsteps and discover how Glyphic can revolutionize your sales processes. Book a demo today.