Mark Wheeler, Director at Stratiform discusses how they use Fireflies to record client meetings, capture action items and have notes for each client on Salesforce.

Mark Wheeler, Director at Stratiform

Company

Stratiform, a Salesforce Partner, is a dynamic Salesforce implementation consultancy that provides strategic business solutions, business consulting, Salesforce implementations, Salesforce enhancement/development/re-development and personal training for highly skilled Sales and management teams.  

  • Website http://www.stratiform.com.au
  • Industries Information Technology and Services
  • Headquarters Doncaster, VIC

Problem

Online client meetings is a regular occurrence for Stratiform and they needed someone to record and take notes so they can focus on their clients.

Impact

It was hard to capture action items from every meeting.

Solution

Mark was looking for a solution when he came across Fireflies.ai. He liked that it was easy to use and that it integrates with Salesforce.

Results

Stratiform can now focus on client conversations and not worry about action items not being captured. Fireflies' integration with Salesforce also ensures that they have notes saved for each client.

We were not always capturing the action items from every meeting. With Fireflies we don't need to add another attendant to our meetings to take notes because it's done automatically.

- Mark Wheeler, Director at Stratiform

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