How MindWire Transforms its Meeting Efficiency using Notta

The Challenge

With the rise of remote work, almost all of Dave Barclay's sales calls had gone virtual. As a VP and partner at MindWire, he spent most of his work hours using Zoom and Microsoft Teams, taking meeting notes by hand and typing them up later for use on the ActiveCampaign CRM platform. 

This manual meeting workflow was fine for basic lead tracking, but it was also time-consuming and tedious. 

"My handwriting is not great, and I often found myself trying to remember why I wrote something," Dave explains. "I was not able to capture everything important in the conversation to recall for future reference."

Lost information is a lost opportunity, and Dave knew he needed a better note-taking solution that could capture more data during meetings while leaving him free to focus on his clients. 

Fortunately for Dave, his clients, and the rest of the MindWire team, Notta is perfectly suited to the challenge. 

The Solution

Notta's improvements to the MindWire meeting workflow involved a three-part approach: automatically creating a full record of every meeting, providing tools to sort through the information, and ensuring that customer meeting history was readily available to everyone on the team.  

Automated meeting notes

When Dave discovered Notta, he was immediately impressed by its ability to document his meetings in precise detail. In addition to a complete audio and video recording of his online meetings, Notta creates a full-text transcript of all speech, complete with speaker identification and timestamps.

Notta's automatic recording and transcription ensure that Dave captures all the key data from his meetings, without any worry of missing details or illegible notes. 

Highlighting essential details

Both sales calls and all-hands meetings are long and complex, resulting in lengthy transcripts that take time to review. Notta's handy 'Bookmark' feature allows Dave to highlight key points and identify action items that must be followed up on after the meeting so nothing gets missed, no matter how long the meeting ran or how many topics were covered. 

"I record the meeting, use the "Bookmarks" capability to add some key note placeholders, and then I copy the Notta link to that recording and paste it into ActiveCampaign," Dave continues. 

To streamline his post-meeting workflow, Dave also uses Notta's AI-powered summary feature to track key points and items for his to-do list. Notta offers preset AI summary templates for various meeting types, from general team meetings to sales calls that use MEDDIC, CHAMP, SPIN, and other popular methods. 

Complete client meeting history in CRM

All the extra data Notta captures during a sales call provides the MindWire team with a unique opportunity to enhance future customer interactions and enrich sales pipeline data. 

"When I need to review that conversation, I can simply click the link in my CRM entry for that client or contact and it opens the conversation in Notta. Very convenient and super helpful to review before my next meeting or when following up with tasks and action items," he adds. 

When Dave passes his prospective leads on to the rest of the team, they can open up the relevant entry in the CRM to review every detail of the conversation using Notta's meeting notes and recordings.

"So if I say, 'Hey, I just had a really great prospect call with XYZ,' they can go into my ActiveCampaign, and they can click on the link and watch it."

As most sales reps know, prospective customers are more likely to close a deal when they feel understood and appreciated. Notta's recordings give every MindWire team member access to the same detailed customer history as the rep who made the first contact, even if they were not part of any previous sales calls for that account.

The Results

As soon as Dave and the MindWire team incorporated Notta into their regular meeting workflow, two key benefits were immediately apparent. 

1. A lot of saved time

After creating a full record of Dave's meetings, Notta's bookmarking features make it simple to highlight key moments of the transcript that contain essential details, decisions made, and action items that need a follow-up. This saves a great deal of time during his post-meeting workflow, while ensuring that nothing is missed. 

2. Greatly improved conversations

With Notta automatically recording and transcribing everything, Dave could stay focused on the people in his calls instead of worrying about taking notes. This improves client interactions during the meeting, but also creates a complete record of additional discussion points and tangential client details that can enhance future conversations. 

Any member of the MindWire team can review the Notta recordings, transcripts, and summaries, so even if they weren't part of a client's previous meetings, they will still be completely familiar with the essential data, but also with the more human side of the sales conversation. 

Sign up for a free trial of Notta to test its advanced AI transcription features for yourself!