INDUSTRY · PROFESSIONAL SERVICES

Make every client conversation work harder.

When your experts' time is expensive, every conversation should create more value and less admin work. Performy captures the context, automates the follow-up work and makes opportunities visible.

Make every conversation count →
Expert timeProfessional Services
ConversationAdminPerformyClient work
MeetingPost-call adminClient work
POST-CALL ADMINBack to client work
Meeting notesUpdate the CRMFollow-upSummaryNext stepsUpdate the opportunity
ContextCaptured
Follow-upReady
Next stepDefined
CRM updateDone
Expert timeAvailable for the client again.

Illustrative example.

The industry reality

Your experts' time is expensive.

After every meeting, the work isn't over.

What the client values

The conversation with the client
The work for the client

What eats up time afterward

Meeting notesUpdate the CRMFollow-upSummaryNext stepsUpdate the opportunity

How Performy sees it

What was said, turned into useful context.

ContextWhat was discussed

The thread of each conversation, ready for the next one.

CommitmentsWho committed to what

What was promised, on both sides.

Next stepsWhat's next

Dates and owners, without rebuilding them by hand.

OpportunitiesWhat was mentioned

Extra work the client hinted at.

From signal to action

From the meeting to client work.

ContextLogged.

Without the expert having to summarize it.

Follow-upReady.

Built from what was said, ready to review.

CRMUpdated.

The opportunity reflects the conversation.

How it works in Professional Services

Expert time goes back to the client.

Client conversation + contextThe meeting and what was already known about the account.
Captured contextSummary, commitments and next steps.
Visible opportunitiesWhat the client mentioned that could become work.
Next actionFollow-up and CRM, with no manual work.
01

During the meeting

The expert stays with the client.

02

When it ends

Context and follow-up are ready.

03

On the account

Opportunities surface without searching for them.

04

In the next one

Pick up from what was said.

Proof

Built on real sales conversations.

3,5×

Higher close rate with performance > 65%.

95%

Of sellers improved their performance in < 60 days.

100%

Of sales meetings evaluated in real time.

General Performy data. Not specific to any one industry.

Make every conversation count.

Make every conversation count →

Also in Performy:NotetakerRevenueAccount ExecutiveIntegrations