Pekka Viilto, the Head of Sales and Co-Founder of Rundit, a leading portfolio management platform for venture capital and private equity companies, was facing a common challenge while scaling their sales team. He wanted to build a repeatable sales process that could be streamlined into their CRM, Hubspot. However, he was struggling to find the right tools to help his team stay organized and efficient while selling.
Rundit needed a tool that could:
After researching several options, Pekka decided to try out Wudpecker for its AI summary, Template and HubSpot integration.
Wudpecker's AI-generated summaries, powered by ChatGPT, provided Rundit's sales team with a quick and efficient way to review discovery calls and create summaries for their sales calls. This allowed the team to focus on nurturing client relationships and driving sales.
Wudpecker's template allowed Rundit to create a playbook that outlined the entire sales process, from the initial conversation to closing the deal. The template was easy to use and customize, and it allowed Rundit to create a consistent sales process that could be used by all reps.
Wudpecker's integration with Hubspot was a game changer for Rundit. The integration allowed relevant information from sales meetings to be extracted into the right CRM fields. There was no longer the hassle of rephrasing information to match the MEDDICC fields. Sales handover is now easier than ever.
After implementing Wudpecker's playbook template and Hubspot integration, Rundit saw a significant improvement in their sales process.
Using Wudpecker, I saved a lot of time from manually typing and transferring data from my sales notes to our CRM.
-Jolie, Sales specialist
They were able to: