👩‍💻 Partnering with the Largest IT Company in New Zealand to Transform Enterprise Sales Call Management

🏢 Client: IT360 (it360.co.nz)

Industry: Managed IT Services for Large Enterprises

Engagement: Deploying an AI-driven Sales Call Summarization & Insights Platform

📉 Executive Summary

When IT360 approached us, their enterprise customers were drowning in hundreds of lengthy sales calls per month - key insights were buried in audio, slowing onboarding, compliance reviews, and coaching.

Our AI-powered solution automatically transcribes and summarizes every sales call, delivering:

• Instant highlights of customer pain points, objections, and next-step actions

• Structured call ratings (e.g., Opening, Objection Handling, Closing)

• Centralized dashboards for QA, coaching, and reporting

Final Grade: B- for the original manual process (low structure, missed opportunities) → A+ for the AI-enabled workflow (consistent, scalable, data-driven).

📉 The Problem

• Volume: 2,000+ sales calls per month, each ~60 minutes

• Manual Bottleneck: Managers spent 15 minutes per call reviewing transcripts and writing summaries

• Training Burden: New hires logged ~40 hours listening to full-length recordings to learn best practices

• Missed Insights: Fragmented notes led to inconsistent coaching, slower deal cycles, and compliance gaps

💡 The AI Solution

In partnership with IT360, we built and integrated a turnkey AI agent that:

1. Auto-Transcribes & Summarizes

   • Converts each 60 min call to a 2–3 min executive summary

   • Captures call grades on Greeting, Discovery, Objection Handling, and Closing

2. Insight Extraction & Tagging

   • Identifies top customer pain points, pricing objections, and buying signals

   • Auto-tags calls by product line, region, and deal stage

3. Dashboard & Alerts

   • Real-time KPI dashboards for sales leaders and QA teams

   • Automated alerts for calls requiring immediate follow-up or compliance review

4. Seamless Integration

   • Hooks into IT360’s CRM and LMS, so summaries feed directly into deal records and training modules

📈 The Impact & ROI

⏳ Time Savings

Activity	Before (Manual)	After (AI)	Savings per Month
Call Review & Summary	2,000 calls × 15 min = 500 hrs	2,000 calls × 3 min = 100 hrs	400 hrs
New Hire Training (40 hrs each)	50 hires × 40 hrs = 2,000 hrs	50 hires × 10 hrs = 500 hrs	1,500 hrs

Total Time Saved: 1,900 hours per month

💰 Cost Savings

• Managerial Review– Rate: $100/hr → 400 hrs × $100 = $40,000/month → $480,000/year

• Training Efficiency– Rate: $50/hr → 1,500 hrs × $50 = $75,000 (per cohort of 50 hires)

Total Annual Savings: $555,000+

🔄 Quality & Performance Gains

• Consistency: 100% of calls scored against the same criteria

• Speed: Average summary delivered within 5 minutes of call end

• Actionability: 25% faster follow-up approvals and deal closures

• Compliance: Zero audit-related fines thanks to complete, time-stamped transcripts

✅ Key Takeaways

• Scalability: Automated workflow handles spikes in call volume without adding headcount

• Better Coaching: Sales leaders focus on high-value coaching, not note-taking

• Accelerated Onboarding: New reps ramp up 75% faster, closing deals sooner

• Data-Driven Insights: Rich analytics power continuous improvement across teams

Ready to Unlock Your Sales Intelligence?

Discover how an AI-powered summarization platform can reclaim hundreds of hours, cut costs, and supercharge sales performance - just like we did with IT360.

👉 Book a Demo