UpdateAI - The AI Superpower for Account Teams
UpdateAI turns customer meetings into strategic assets that drive VoC culture
UpdateAI turns customer meetings into strategic assets that drive VoC culture
UpdateAI turns customer meetings into strategic assets that drive VoC culture
for Revenue, Success, and Account Teams
Maximize the Impact of Every Customer Interaction: Gain Meeting, Account, and Portfolio Insights
Maximize the Impact of Every Customer Interaction: Gain Meeting, Account, and Portfolio Insights
The Problem
The Problem
Missed Signals due to Frustrating Busywork and Lack of Visibility
Missed Signals due to Frustrating Busywork and Lack of Visibility
Missed Signals due to Frustrating Busywork and Lack of Visibility
Challenges account teams face every day:
Challenges account teams face every day:
Challenges account teams face every day:
Manual meeting prep and follow-up is a grind
Manual meeting prep and follow-up is a grind
Manual meeting prep and follow-up is a grind
Critical risk signals get buried under a mountain of unstructured call data
Critical risk signals get buried under a mountain of unstructured call data
Critical risk signals get buried under a mountain of unstructured call data
Upsell and expansion opportunities get overlooked
Upsell and expansion opportunities get overlooked
Upsell and expansion opportunities get overlooked
The customer’s story never reaches other groups such as Product or Marketing
The customer’s story never reaches other groups such as Product or Marketing
The customer’s story never reaches other groups such as Product or Marketing
The benefits of using UpdateAI:
The benefits of using UpdateAI:
AI workflows do the heavy-lifting for you
AI workflows do the heavy-lifting for you
Structured call data make emerging churn signals easy to spot
Structured call data make emerging churn signals easy to spot
Revenue growth opportunities are automatically surfaced to action
Revenue growth opportunities are automatically surfaced to action
Shared cross-functional understanding unlocks better decision-making
Shared cross-functional understanding unlocks better decision-making
How UpdateAI Helps You
How UpdateAI Helps You
How UpdateAI Helps You
UpdateAI is fine-tuned to convert customer conversational data into multiple layers of insight.
UpdateAI is fine-tuned to convert customer conversational data into multiple layers of insight.
UpdateAI is fine-tuned to convert customer conversational data into multiple layers of insight.
Customer Meeting Insights
Customer Meeting Insights
Customer Meeting Insights
Automatically generate and archive notes from every customer meeting, allowing you and your team to refer back, share, and streamline your work.
Automatically generate and archive notes from every customer meeting, allowing you and your team to refer back, share, and streamline your work.
Automatically generate and archive notes from every customer meeting, allowing you and your team to refer back, share, and streamline your work.
Customer Account Insights
Customer Account Insights
Customer Account Insights
You and your team have access to a historical AI knowledge base of each customer account, down to the client stakeholder level.
You and your team have access to a historical AI knowledge base of each customer account, down to the client stakeholder level.
You and your team have access to a historical AI knowledge base of each customer account, down to the client stakeholder level.
Cross-Functional Collaboration
Cross-Functional Collaboration
Cross-Functional Collaboration
Our platform is built to make it easier for your cross-functional teams to share, collaborate, and make decisions.
Our platform is built to make it easier for your cross-functional teams to share, collaborate, and make decisions.
Our platform is built to make it easier for your cross-functional teams to share, collaborate, and make decisions.
Portfolio Insights
Portfolio Insights
Portfolio Insights
Gain early detection of emerging risk and opportunity trends, view product feedback themes, and see what advocates are saying across key customer segments.
Gain early detection of emerging risk and opportunity trends, view product feedback themes, and see what advocates are saying across key customer segments.
Gain early detection of emerging risk and opportunity trends, view product feedback themes, and see what advocates are saying across key customer segments.
Our AI notetaker is integrated into Zoom, MS Teams, and Google Meet.
Stay present in the conversation and let UpdateAI handle the rest.
Our AI notetaker is integrated into Zoom, MS Teams, and Google Meet.
Stay present in the conversation and let UpdateAI handle the rest.
Our AI notetaker is integrated into Zoom, MS Teams, and Google Meet. Stay present in the conversation and let UpdateAI handle the rest.
Saves up to 5 hours per week per user
Saves up to 5 hours per week per user
Saves up to 5 hours per week per user
Ensures no detail is overlooked
Ensures no detail is overlooked
Ensures no detail is overlooked
Automates meeting prep and follow-up
Automates meeting prep and follow-up
Automates meeting prep and follow-up
Mattew
2:32
The usage numbers have been trending up over the past month and are a good sign.
Matthew believes that the new export feature is allowing his team to move much quicker.
Josh introduces Acme to their new implementation manager Diana.
Risks (2)
Matthew is not sure that Excel files will be allowed for upload.
There may not be an event next week because it is forecasted to rain.
54 users have onboarded to the platform in the last 90 days.
$1 million is the value of the contract.
Matthew and Jenna will sign up for a user discovery session by next week.
Josh will circulate his notes from this conversation.
The v2 of the product is set to be released on March 11.
Mattew
2:32
The usage numbers have been trending up over the past month and are a good sign.
Matthew believes that the new export feature is allowing his team to move much quicker.
Josh introduces Acme to their new implementation manager Diana.
Risks (2)
Matthew is not sure that Excel files will be allowed for upload.
There may not be an event next week because it is forecasted to rain.
54 users have onboarded to the platform in the last 90 days.
$1 million is the value of the contract.
Matthew and Jenna will sign up for a user discovery session by next week.
Josh will circulate his notes from this conversation.
The v2 of the product is set to be released on March 11.
Mattew
2:32
The usage numbers have been trending up over the past month and are a good sign.
Matthew believes that the new export feature is allowing his team to move much quicker.
Josh introduces Acme to their new implementation manager Diana.
Risks (2)
Matthew is not sure that Excel files will be allowed for upload.
There may not be an event next week because it is forecasted to rain.
54 users have onboarded to the platform in the last 90 days.
$1 million is the value of the contract.
Matthew and Jenna will sign up for a user discovery session by next week.
Josh will circulate his notes from this conversation.
The v2 of the product is set to be released on March 11.
The usage numbers have been trending up over the past month and are a good sign.
Matthew believes that the new export feature is allowing his team to move much quicker.
Josh introduces Acme to their new implementation manager Diana.
Risks (2)
Matthew is not sure that Excel files will be allowed for upload.
There may not be an event next week because it is forecasted to rain.
54 users have onboarded to the platform in the last 90 days.
$1 million is the value of the contract.
Matthew and Jenna will sign up for a user discovery session by next week.
Josh will circulate his notes from this conversation.
The v2 of the product is set to be released on March 11.
Key Quotes
March 18, 2024
We've noticed a remarkable improvement in our month-end close efficiency since we adopted your platform, but I'd like to explore features that can further enhance our reporting capabilities.
March 1, 2024
I'm concerned about the recent glitches in the system during our audit period. We need immediate solutions to ensure our data integrity isn't compromised.
March 19, 2024
As we scale, the customization limitations of your software are becoming a bottleneck. Can we discuss potential upgrades or add-ons that align with our growth trajectory?
March 18, 2024
We've noticed a remarkable improvement in our month-end close efficiency since we adopted your platform, but I'd like to explore features that can further enhance our reporting capabilities.
March 1, 2024
I'm concerned about the recent glitches in the system during our audit period. We need immediate solutions to ensure our data integrity isn't compromised.
March 19, 2024
As we scale, the customization limitations of your software are becoming a bottleneck. Can we discuss potential upgrades or add-ons that align with our growth trajectory?
March 18, 2024
We've noticed a remarkable improvement in our month-end close efficiency since we adopted your platform, but I'd like to explore features that can further enhance our reporting capabilities.
March 1, 2024
I'm concerned about the recent glitches in the system during our audit period. We need immediate solutions to ensure our data integrity isn't compromised.
March 19, 2024
As we scale, the customization limitations of your software are becoming a bottleneck. Can we discuss potential upgrades or add-ons that align with our growth trajectory?
March 18, 2024
We've noticed a remarkable improvement in our month-end close efficiency since we adopted your platform, but I'd like to explore features that can further enhance our reporting capabilities.
March 1, 2024
I'm concerned about the recent glitches in the system during our audit period. We need immediate solutions to ensure our data integrity isn't compromised.
March 19, 2024
As we scale, the customization limitations of your software are becoming a bottleneck. Can we discuss potential upgrades or add-ons that align with our growth trajectory?
March 22, 2024
I’ve been crunching the numbers from last quarter, and I'm impressed with the ROI we're seeing.
Customer Account Insights
Every Customer's History at Your Fingertips
Every Customer's History at Your Fingertips
Every Customer's History at Your Fingertips
Our Account Insight pages provide full history analysis of your meetings with each account, making prep for upcoming meetings and account reviews a breeze.
Our Account Insight pages provide full history analysis of your meetings with each account, making prep for upcoming meetings and account reviews a breeze.
Our Account Insight pages provide full history analysis of your meetings with each account, making prep for upcoming meetings and account reviews a breeze.
Helps you prep for account reviews
Helps you prep for account reviews
Helps you prep for account reviews
Profiles on each client stakeholder
Profiles on each client stakeholder
Profiles on each client stakeholder
With our Portfolio Insights dashboard, leaders get a bird's-eye view into the trends in Product Feedback, Risk, and Opportunity across all customer meetings.
With our Portfolio Insights dashboard, leaders get a bird's-eye view into the trends in Product Feedback, Risk, and Opportunity across all customer meetings.
With our Portfolio Insights dashboard, leaders get a bird's-eye view into the trends in Product Feedback, Risk, and Opportunity across all customer meetings.
See emerging churn risks weeks earlier
See emerging churn risks weeks earlier
See emerging churn risks weeks earlier
Share product insights across teams & departments
Share product insights across teams & departments
Share product insights across teams & departments
Identify expansion opportunities, CSQLs, and customer advocates
Identify expansion opportunities, CSQLs, and customer advocates
Identify expansion opportunities, CSQLs, and customer advocates
Ask Me Anything
Your Customer Questions
Answered Immediately
Your Customer Questions
Answered Immediately
Your Customer Questions Answered Immediately
Quickly locate the information you need to drive customer outcomes without hours of playback.
Quickly locate the information you need to drive customer outcomes without hours of playback.
Quickly locate the information you need to drive customer outcomes without hours of playback.
1-click AI prompts tuned for account teams
1-click AI prompts tuned for account teams
1-click AI prompts tuned for account teams
Locate information at any level (meetings, accounts, or the entire portfolio)
Locate information at any level (meetings, accounts, or the entire portfolio)
Locate information at any level (meetings, accounts, or the entire portfolio)
Includes references to the original transcript so you can see the proof
Includes references to the original transcript so you can see the proof
Includes references to the original transcript so you can see the proof
UpdateAI integrates with your CRM and other tools, ensuring your customer notes and insights are where you need them to be.
UpdateAI integrates with your CRM and other tools, ensuring your customer notes and insights are where you need them to be.
UpdateAI integrates with your CRM and other tools, ensuring your customer notes and insights are where you need them to be.
An enhanced CRM and CSP integration allows you to keep one source of truth
An enhanced CRM and CSP integration allows you to keep one source of truth
An enhanced CRM and CSP integration allows you to keep one source of truth
Filter insights by your most important segments
Filter insights by your most important segments
Filter insights by your most important segments
Push information to anywhere your team works through Zapier or our custom API (Beta)
You
You
You
You
Decision Criteria
Economic Buyers
Decision Criteria
UpdateAI understands and captures your customers’ and prospects' answers automatically, and with just one click imports them to Salesforce or HubSpot.
UpdateAI understands and captures your customers’ and prospects' answers automatically, and with just one click imports them to Salesforce or HubSpot.
UpdateAI understands and captures your customers’ and prospects' answers automatically, and with just one click imports them to Salesforce or HubSpot.
Facilitates bi-directional knowledge transfer between Sales and Customer Success
Facilitates bi-directional knowledge transfer between Sales and Customer Success
Facilitates bi-directional knowledge transfer between Sales and Customer Success
UpdateAI has proven to be very accurate when it comes to summarizing meetings. Since they work on top of the individual transcripts of your Zoom calls, there's no need for a bot to join the call.
The Smart Recaps™️ are game-changing --both for calls I lead and calls my team leads that I'm unable to join. I used to struggle to truly be present, listen and take notes on calls....
UpdateAI does all the work for us when we are engaging with our customers. It allows us to be present and engaged in the conversation while taking reliable notes behind the sceens...
As an EA supporting two of the largest orgs in the company I'm hard pressed for bandwidth to attend every meeting, type up notes and send out action items that are crucial to our business...
Ease of use and amazing insights/action items. I love that UpdateAI provides me with meeting cheatsheets every morning to prepare for my client calls. The best part is the action items and...
They literally save me hours of follow-up time after back-to-back meetings. They break it down for me in very clear sections so I can focus on what's happening in the call & don't lose myself...
The tone, style and role used allows me to get very accurate information from my conversations. The fact that it is done "in the background" and doesn't have a bot attached is very appealing...
I like being able to review the call notes while listening to that particular part of the call to get the best next steps for my clients....
UpdateAI has proven to be very accurate when it comes to summarizing meetings. Since they work on top of the individual transcripts of your Zoom calls, there's no need for a bot to join the call.
The Smart Recaps™️ are game-changing --both for calls I lead and calls my team leads that I'm unable to join. I used to struggle to truly be present, listen and take notes on calls....
UpdateAI does all the work for us when we are engaging with our customers. It allows us to be present and engaged in the conversation while taking reliable notes behind the sceens...
As an EA supporting two of the largest orgs in the company I'm hard pressed for bandwidth to attend every meeting, type up notes and send out action items that are crucial to our business...
Ease of use and amazing insights/action items. I love that UpdateAI provides me with meeting cheatsheets every morning to prepare for my client calls. The best part is the action items and...
They literally save me hours of follow-up time after back-to-back meetings. They break it down for me in very clear sections so I can focus on what's happening in the call & don't lose myself...
The tone, style and role used allows me to get very accurate information from my conversations. The fact that it is done "in the background" and doesn't have a bot attached is very appealing...
I like being able to review the call notes while listening to that particular part of the call to get the best next steps for my clients....
UpdateAI has proven to be very accurate when it comes to summarizing meetings. Since they work on top of the individual transcripts of your Zoom calls, there's no need for a bot to join the call.
The Smart Recaps™️ are game-changing --both for calls I lead and calls my team leads that I'm unable to join. I used to struggle to truly be present, listen and take notes on calls....
UpdateAI does all the work for us when we are engaging with our customers. It allows us to be present and engaged in the conversation while taking reliable notes behind the sceens...
As an EA supporting two of the largest orgs in the company I'm hard pressed for bandwidth to attend every meeting, type up notes and send out action items that are crucial to our business...
Ease of use and amazing insights/action items. I love that UpdateAI provides me with meeting cheatsheets every morning to prepare for my client calls. The best part is the action items and...
They literally save me hours of follow-up time after back-to-back meetings. They break it down for me in very clear sections so I can focus on what's happening in the call & don't lose myself...
The tone, style and role used allows me to get very accurate information from my conversations. The fact that it is done "in the background" and doesn't have a bot attached is very appealing...
I like being able to review the call notes while listening to that particular part of the call to get the best next steps for my clients....
UpdateAI has proven to be very accurate when it comes to summarizing meetings. Since they work on top of the individual transcripts of your Zoom calls, there's no need for a bot to join the call.
The Smart Recaps™️ are game-changing --both for calls I lead and calls my team leads that I'm unable to join. I used to struggle to truly be present, listen and take notes on calls....
UpdateAI does all the work for us when we are engaging with our customers. It allows us to be present and engaged in the conversation while taking reliable notes behind the sceens...
As an EA supporting two of the largest orgs in the company I'm hard pressed for bandwidth to attend every meeting, type up notes and send out action items that are crucial to our business...
Ease of use and amazing insights/action items. I love that UpdateAI provides me with meeting cheatsheets every morning to prepare for my client calls. The best part is the action items and...
They literally save me hours of follow-up time after back-to-back meetings. They break it down for me in very clear sections so I can focus on what's happening in the call & don't lose myself...
The tone, style and role used allows me to get very accurate information from my conversations. The fact that it is done "in the background" and doesn't have a bot attached is very appealing...
I like being able to review the call notes while listening to that particular part of the call to get the best next steps for my clients....
Yes, and so much more. UpdateAI features a state-of-the-art generative AI note taker, tuned to B2B SaaS customer conversation. Then the magic starts. We take those notes, translate them into categorized insights, and aggregate those at the account and portfolio levels, giving you a one stop show for everything you need to know about your customers and business.
Is there a trial period, and what does it include?
Yes, and so much more. UpdateAI features a state-of-the-art generative AI note taker, tuned to B2B SaaS customer conversation. Then the magic starts. We take those notes, translate them into categorized insights, and aggregate those at the account and portfolio levels, giving you a one stop show for everything you need to know about your customers and business.
Is there a trial period, and what does it include?
Yes, and so much more. UpdateAI features a state-of-the-art generative AI note taker, tuned to B2B SaaS customer conversation. Then the magic starts. We take those notes, translate them into categorized insights, and aggregate those at the account and portfolio levels, giving you a one stop show for everything you need to know about your customers and business.
Is there a trial period, and what does it include?
Is UpdateAI a meeting note-taker?
Yes, and so much more. UpdateAI features a state-of-the-art generative AI note taker, tuned to B2B SaaS customer conversation. Then the magic starts. We take those notes, translate them into categorized insights, and aggregate those at the account and portfolio levels, giving you a one stop show for everything you need to know about your customers and business.
How can I get started with UpdateAI?
What are the security features of UpdateAI?
How does UpdateAI integrate with existing tools?
What precautions does UpdateAI take to protect my data?
What's the difference between UpdateAI and a product like Gong or Chorus?
Is there a trial period, and what does it include?
Can UpdateAI help me build my own list of Frequently Asked Questions?
Try UpdateAI for Free Today & Fuel your Customer’s Success
Join UpdateAI and turn your customer conversations into actionable, strategic gold.
2-week free trial
No credit card required
Specifically designed for B2B SaaS companies
Try UpdateAI for Free Today & Fuel your Customer’s Success
Join UpdateAI and turn your customer conversations into actionable, strategic gold.
2-week free trial
No credit card required
Specifically designed for B2B SaaS companies
Try UpdateAI for Free Today & Fuel your Customer’s Success
Join UpdateAI and turn your customer conversations into actionable, strategic gold.
2-week free trial
No credit card required
Specifically designed for B2B SaaS companies
Try UpdateAI for Free Today & Fuel your Customer’s Success
Join UpdateAI and turn your customer conversations into actionable, strategic gold.
2-week free trial
No credit card required
Specifically designed for B2B SaaS companies
© Copyright 2024 UpdateAI - All rights reserved
© Copyright 2024 UpdateAI - All rights reserved
© Copyright 2024 UpdateAI - All rights reserved
© Copyright 2024 UpdateAI - All rights reserved
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Posted Nov 6, 2024
Maximize the Impact of Every Customer Interaction: Gain Meeting, Account, and Portfolio Insights
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