Case Study: Sovelto achieves 5x more CRM data with Salestrail

How LiiD helps Sovelto serve their customers better

Sovelto, a company providing leadership and technology training, faced a challenge with their Microsoft Dynamics CRM. Their sales team, often working remotely via smartphones, struggled to log sales activities due to difficult mobile access and the time-consuming nature of manual data entry. This lack of reliable, up-to-date customer data hindered their ability to manage relationships effectively. They turned to the vendor Salestrail and implemented the LiiD application to address this issue.

The solution from Salestrail, the LiiD app, automatically logged customer interactions like calls and meetings into the CRM. The speech-to-text function made it quick and easy for salespeople to add notes on the go. As a result, Sovelto saw a dramatic increase in data, with over 200 meetings and 2000 calls logged monthly, leading to at least five times more data in their CRM. This provided reliable customer insight, saved valuable time for the sales team, and helped Sovelto achieve its goal of serving customers better.

Sovelto

Michael Holm

Director