How Lime Connect (Userlike)'s sales team reclaimed 195 workdays per year with AI

Challenges

• Manual, time-consuming note-taking process during customer meetings led to double work and reduced meeting presence
• Handwritten notes had to be manually transferred into the CRM system after each meeting, taking approximately 10 minutes per meeting
• Important points were sometimes missed while multitasking between note-taking and actively listening
• Difficulty being fully present on camera while typing notes during meetings in meeting booths without dual screens
• Challenging to quickly retrieve specific information from past meetings when revisiting deals
• Lack of standardization across the sales team's meeting approaches and questions

Utilization

Lime Connect has integrated Kickscale into every customer meeting across the sales team. Working closely with her manager, Gina configured different meeting types for various stages of the sales process

• First calls
• Follow-up meetings
• Quotation meetings
• Product demos
• Check-in calls (for account management)

The team uses Kickscale's AI search functionality to quickly find specific information from past conversations, such as pricing discussions or customer pain points. The recordings are also shared with clients when colleagues who couldn't attend want to review the meeting. The team recently made their meetings "open" internally to enable peer learning.

Impact

1. 2 hours saved per week per sales rep (30 hours weekly across the 15-person team = 195 workdays annually)
2. Increased productivity: Ability to process more deals during pipeline coding sessions due to faster information access
3. 100% focus on the customer during meetings - no distraction from note-taking
4. Immediate self-improvement: Instant AI coaching feedback after each meeting on performance metrics
5. Enhanced manager collaboration: Better transparency and more efficient coaching sessions with data-driven insights
6. Standardized sales process: Clear process structure (first call → demo → follow-up → quotation) leading to higher closing probability and more reliable forecasting
7. Team learning culture: Colleagues can review each other's meetings to learn best practices
8. Better meeting preparation: AI search enables quick review of previous conversation context before follow-ups

Why Kickscale

• Ease of implementation: Simple setup - just add meeting time and video conferencing link
• User-friendly interface: Clean, intuitive design without overwhelming options
• Customization options: Ability to brand the notetaker with company colors and logo so it feels integrated
• Trial phase: Ability to test before committing helped drive team adoption
• Clear structure: Well-organized tabs for notes, scorecards, coaching insights, and questions

Features Used

Kickscale helps sales teams at Lime Connect become more efficient and effective, resulting in higher conversion rates.

• AI call recording & summary: Automatic, reliable note-taking with key points captured
• AI search: Quick retrieval of specific information from past meeting conversations
• AI sales coaching: Real-time feedback on meeting performance and question quality
• Meeting type configurations: Customized templates for different sales process stages
• CRM integration: Streamlined documentation workflow
• Team sharing & learning: Internal visibility for peer learning and best practice sharing

"I not only save time on documentation [with Kickscale], but I accomplish much more. I can handle many more deals in my pipeline sessions because I find information so much faster - and I'm 100% focused on the customer during meetings." — Gina Marie Lazzaro, Sales Consultant

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