One Hub Energy
The meeting ends and the CRM is already up to date
An adoption plan for the whole company and a system that turns every sales meeting into an updated CRM record.
- 1adoption plan for the whole company
- EUdata hosted in Europe
- GDPRapproved by their legal team
Starting point
One Hub Energy wanted company-wide AI adoption and, specifically, for the sales team to stop losing information after every client meeting.
What we did
We defined an adoption plan for the whole company, with tailored guides and a bank of support hours for the teams. And we built Meeting Intelligence, now in pilot with the sales team: when a video call ends, the system transcribes the conversation, extracts the data that matters and syncs it to their CRM. With data hosted in Europe and the approval of their legal team.
The change
Before and now.
Before
- After each meeting, filling in the CRM from memory
- Information lost between notes and emails
- Uneven use of AI across teams
Now
- The meeting is transcribed and summarised automatically
- Key data reaches the CRM record
- Teams with their own guides and support hours
Step by step.
- Input
Sales meeting
The salesperson holds the meeting as usual, with no new steps.
- AI
Transcription and extraction
When it ends, AI transcribes and extracts what matters for the sale.
- Rule
Validation
It checks that the data is complete and stored with the right permissions.
- System
CRM
The client record is updated in their CRM, with the data hosted in Europe.
- Person
Sales
The salesperson reviews the record and decides the next step.
And up and running.
Example Energy, S.L.Demo · 32 min
- Contact
- Marta Example, Head of Operations
- Need
- Cut energy costs at three plants
- Estimated amount
- €48,000 a year
- Next step
- Technical proposal before Friday
- Objections
- Installation time and permits
Result
A company-wide plan under way, teams moving forward on their own and a CRM that updates itself after every meeting.
People focus on the conversation. The system takes notes.
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