A rep preps for a customer call.
Open CRM, copy account ID. Switch to call platform, paste ID, search recordings. Jump to content system, find materials. Back to CRM to update. Return to call platform for details. Email platform for communications. Engagement platform to pause sequences. Finally update CRM again.
45 minutes later, 20+ context switches, critical insights lost between tabs.
- 6-10 different tools
- 20+ context switches
- 45+ minutes prep time
- Details lost in translation
