GDP,inc. faced a dual-faceted challenge that stemmed from the need to optimize both client-facing and operational processes.
Challenge #1:
GDP, inc. had implemented Fireflies.AI to capture call transcripts but was not fully leveraging the software's capabilities. The transcripts were being stored in Fireflies.AI—essentially using it as a basic file storage system—they were not being harnessed to produce actionable insights or influence business operations. To truly benefit from the technology, GDP, Inc. needed to transform these transcripts into actionable tasks. A key challenge remained: the variety of operational tasks stemming from the different types of calls—internal, client, and partner—handled daily.
Challenge #2:
GDP, Inc. relies on Qualtrics forms to stay current with client financials, news, feedback, and overall status. However, the manual entry of form responses into their CRM system was not only time-consuming and inefficient, but also prone to errors. This process lead to inconsistent follow-ups on client inquiries and forms. Such a manual system impeded the firm’s ability to swiftly adapt to clients’ changing needs, negatively impacting client satisfaction and engagement. Automating this process would significantly enhance accuracy, efficiency, and client relations.