Coverflex Boosts Engagement by 35% with AI Insights

Coverflex is a comprehensive compensation management solution that integrates benefits, insurance, meal allowances, and discounts into one platform. It offers companies an easy way to enhance employee compensation and improve overall quality of life, while employees can customize their compensation packages to suit their needs.

The Challenge:

1. Inefficient Access to Previous Conversations

With 15+ salespeople actively demoing the platform, the Coverflex sales team had to rely on manual note-taking and digging through past meeting notes before each follow-up call. This was time-consuming and prone to oversight.

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2. Poor Cross-Team Visibility

Internal teams like Customer Success, Marketing, and Product had limited visibility into customer conversations. This caused misalignment on customer expectations and led to inconsistent onboarding and product experiences.

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3. Lack of Scalable Coaching Tools

Sales managers were seeking an efficient way to help reps review their calls, provide feedback, and continuously improve their sales performance without spending hours on manual reviews.

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The Solution:

MeetRecord equipped Coverflex’s sales and internal teams with a centralized platform to manage, review, and share client call data:

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1. Seamless Review of Past Calls

With MeetRecord, sales reps can now quickly access previous conversations, AI-generated summaries, and key highlights directly from a single dashboard thus eliminating the need for manual note searches.

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2. Shared Insights Across Teams

Using MeetRecord’s sharing and collaboration tools, reps share snippets or full calls with other teams (like Product and Marketing) through Slack and email. This improved visibility helps ensure all teams stay aligned on customer needs and expectations.

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3. AI-Powered Coaching and Review

MeetRecord’s native coaching initiative and Insights IQ capabilities allow both manual and AI-generated reviews of sales calls. Sales managers now receive actionable feedback faster, helping their reps improve conversations and close more deals.

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The Impact:

MeetRecord delivered meaningful improvements to Coverflex’s sales workflows and internal collaboration:

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✅ 152+ Hours Saved Weekly
By removing the need for manual reviews and enabling easy access to call insights, Coverflex saves over 150 hours a week.

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✅ 12% More Revenue Hours Added Weekly
With faster prep and follow-ups, reps now spend more time in productive sales conversations, driving higher revenue outcomes.

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✅ Improved Team Collaboration
Key customer insights are now shared across the organization, enhancing alignment between Sales, Product, and CS.

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Streamlined Sales Onboarding

"MeetRecord has been invaluable in improving our sales process and closing more deals. The best thing is that it allows our sales team to record demos and review them before the second meeting."

— Luis Rocha, Co-founder, Coverflex

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