Case Study: WorkFlex achieves doubled CRM data quality and saves 2+ hours per AE per week with Demodesk

A Demodesk Case Study

Preview of the WorkFlex Case Study

WorkFlex doubles CRM data quality and saves AEs 2+ hours per week with Demodesk

WorkFlex, an HR-tech platform, faced a challenge where its account executives were losing over two hours per week manually updating their HubSpot CRM, leading to poor data quality and lost deal context. To solve this, they implemented Demodesk's AI Assistant and AI CRM Concierge products to automate their sales process.

By using Demodesk's AI agents to automatically transcribe calls and sync data to HubSpot, WorkFlex doubled its CRM data quality rating from 2/5 to 4/5. The solution saved each account executive over two hours per week, allowing them to send faster and more detailed customer follow-ups instead of doing manual admin work.


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