This Leading Credit Agency Decreased Ramp Times from 8 Weeks to Just 2 Weeks with AI Agents Supporting Sales.
Our client is one of the top three credit agencies in the United States, serving millions of consumers and thousands of businesses worldwide. As a Fortune 500 company, they provide critical financial data and analytics that power lending decisions, identity verification, and risk management across multiple industries.
With a broad range of technical products and services, new sales representatives faced steep learning curves. The complexity of credit analytics, compliance requirements, and industry-specific use cases made it difficult for reps to quickly become productive and confident in customer conversations.
Despite investing in a sales methodology training, the organization struggled to ensure consistent application of best practices across their sales team. Reps often reverted to individual approaches rather than following proven methodologies, leading to inconsistent results and missed opportunities.
Management had minimal insight into what was actually happening during customer conversations. Without visibility into objections, questions, competitive mentions, and customer sentiment, leadership couldn't make data-driven decisions about sales strategy, training priorities, or market positioning.
Sales representatives spent significant time on post-call administrative tasks including note-taking, follow-up planning, and CRM updates. This reduced actual selling time and created delays in customer follow-up, potentially impacting deal velocity.
Sales managers lacked the tools and data needed to provide effective coaching at scale. Manual call review processes were time-intensive, limiting the frequency and quality of coaching interactions across the team.
Deployed AI agents that provide live coaching during customer conversations, offering:
After each meeting, representatives automatically receive:
Sales managers gain access to:
Leadership receives quarterly and on-demand analysis including:
The platform enables historical analysis of sales conversations, allowing teams to:
The credit agency took a methodical approach to implementation, starting with their BDR team before expanding across the organization.
This implementation was an incredible success because the organization had the right environment for adopting new technology: strong, aligned leadership, cultural readiness, and a patient, structured rollout. These traits are vital for any organization to successfully deploy new technology and change management.
Strong Leadership Support: Executive sponsorship ensured rapid adoption and change management success across the organization.
Methodology Alignment: Integration with existing sales methodology training created seamless reinforcement of established best practices.
Data-Driven Culture: Organization's commitment to leveraging insights for continuous improvement maximized platform value.
Phased Approach: Gradual rollout allowed for optimization and refinement before broader deployment.
Salesforce Integration and Advanced Analytics Integrating Salesforce using our managed package and automating field mapping and data capture will save reps an additional 5 to 10 hours per week. This integration will provide managers with executive and manager dashboards to correlate pipeline data with sales coaching and topic information from calls. Activity capture will help align performance with internal KPIs and priorities.
Platform Expansion Additional groups beyond BDR and sales are getting involved on the platform, expanding the impact across the organization.
This leading credit agency has transformed their sales organization through AI-powered sales intelligence, achieving dramatic improvements in ramp time, coaching effectiveness, and strategic decision-making. The combination of real-time coaching, automated intelligence, and strategic insights has created a scalable foundation for continued growth and performance improvement.
The success demonstrates how even complex, technical sales environments can benefit from AI-powered sales intelligence when properly implemented with strong change management and integration with existing methodologies.
"The platform has fundamentally changed how we approach sales coaching and business intelligence. The insights we're getting are invaluable for both individual rep development and strategic planning."
- VP of Sales | Fortune 500 Credit Agency
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