Sam Liang
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Appearances Over Time
Podcast Appearances
What's the workflow of a product manager?
a user researcher.
So we think about their workflow.
And then once we have this meeting centric knowledge base, we say, hey, how do we leverage this knowledge base to optimize their workflow?
Right.
For a sales rep, sales reps do a lot of talking.
They talk to customers.
One of the tedious job of the sales rep is actually, after they talk to the customers, is to enter the data into CRM.
start for the HubSpot.
They either completely skip it or they just write something random and then move on to the next meeting because they're busy.
They oftentimes have back-to-back meetings with customers.
But that workflow can already be automated.
After your sales call, we actually extract the important data or important insights and push that into Salesforce for you.
And whatever data you want to extract, you can actually create a template.
We have this customized template system, allow you to say, after each meeting, there are several methodologies, a MacPick,
or some other methodology to track data like authorities, customer budget, customer use cases, objections that customers have, competitors they mention, and you can configure their template, then we can
check that insight to push it into Salesforce.
Recruiter is similar.
After an interview, they need to evaluate.
Maybe they have a scorecard.