Transform Customer Interactions into Revenue Growth Strategy

Transform Customer Interactions into Revenue Growth Strategy

Transform Customer Interactions into Revenue Growth Strategy

Transform Customer Interactions into Revenue Growth Strategy

The AI Superpower for Account Teams

The AI Superpower for 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

Save time

Increase account knowledge

Prevent churn

Accelerate revenue growth

Save time

Increase account knowledge

Prevent churn

Accelerate revenue growth

Save time

Increase account knowledge

Prevent churn

Accelerate revenue growth

Companies of all sizes trust UpdateAI

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

04:22

Detect Emerging Churn Risks

Meeting prep

AI Meeting Notes

Identify Customer Advocates

Create Meeting Playbooks

Identify Expansion Opportunities

Smart Clips

Email Follow-up

Alex

Customer Success Manager

I focus better in meetings and save hours on notes and follow ups!

Kate

Product Leader

We now see firsthand all the feature requests coming in from our priority accounts!

Casey

Marketing Director

UpdateAI has helped us spot stakeholders to feature in case studies. Super effective.

Jordan

Account Manager

UpdateAI has helped us spot stakeholders to feature in case studies. Super effective.

04:22

Detect Emerging Churn Risks

Meeting prep

AI Meeting Notes

Identify Customer Advocates

Create Meeting Playbooks

Identify Expansion Opportunities

Smart Clips

Email Follow-up

Alex

Customer Success Manager

I focus better in meetings and save hours on notes and follow ups!

Kate

Product Leader

We now see firsthand all the feature requests coming in from our priority accounts!

Casey

Marketing Director

UpdateAI has helped us spot stakeholders to feature in case studies. Super effective.

Jordan

Account Manager

UpdateAI has helped us spot stakeholders to feature in case studies. Super effective.

04:22

Detect Emerging Churn Risks

Meeting prep

AI Meeting Notes

Identify Customer Advocates

Create Meeting Playbooks

Identify Expansion Opportunities

Smart Clips

Email Follow-up

Alex

Customer Success Manager

I focus better in meetings and save hours on notes and follow ups!

Kate

Product Leader

We now see firsthand all the feature requests coming in from our priority accounts!

Casey

Marketing Director

UpdateAI has helped us spot stakeholders to feature in case studies. Super effective.

Jordan

Account Manager

UpdateAI has helped us spot stakeholders to feature in case studies. Super effective.

The Solution

The Solution

A New Era of

Revenue Growth Strategy

A New Era of

Revenue Growth Strategy

A New Era of Revenue Growth Strategy

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 it works

How it works

How it works

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.

Customer Meeting Insights

Customer Meeting Insights

Customer Meeting Insights

Capture Every Detail

Without Lifting a Finger

Capture Every Detail

Without Lifting a Finger

Capture Every Detail

Without Lifting a Finger

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

Great. First I’d like to thank the team

for the

new export feature

It’s really

made a difference in our workflow.

Josh

2:40

Really great to hear that.

Thanks for sharing.

04:24

TL;DR

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.

Important Numbers

54 users have onboarded to the platform in the last 90 days.

$1 million is the value of the contract.

Action Items (3)

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.

CLIENT FOLLOW UP

Copy and paste this message to send to your attendees

Mattew

2:32

Great. First I’d like to thank the team

for the

new export feature

It’s really

made a difference in our workflow.

Josh

2:40

Really great to hear that.

Thanks for sharing.

04:24

TL;DR

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.

Important Numbers

54 users have onboarded to the platform in the last 90 days.

$1 million is the value of the contract.

Action Items (3)

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.

CLIENT FOLLOW UP

Copy and paste this message to send to your attendees

Janine Marks

SynerTech

Contact

Bio

Meeting History

Product Views

What Janine Likes

What Janine Does Not Like

Product or Service Requests

Profile

Communication Style

Psychological Profile

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 22, 2024

I’ve been crunching the numbers from last quarter, and I'm impressed with the ROI we're seeing.

Janine Marks

SynerTech

Contact

Bio

Meeting History

Product Views

What Janine Likes

What Janine Does Not Like

Product or Service Requests

Profile

Communication Style

Psychological Profile

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 22, 2024

I’ve been crunching the numbers from last quarter, and I'm impressed with the ROI we're seeing.

Janine Marks

SynerTech

Contact

Bio

Meeting History

Product Views

What Janine Likes

What Janine Does Not Like

Product or Service Requests

Profile

Communication Style

Psychological Profile

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 22, 2024

I’ve been crunching the numbers from last quarter, and I'm impressed with the ROI we're seeing.

Janine Marks

SynerTech

Contact

Bio

Meeting History

Product Views

What Janine Likes

What Janine Does Not Like

Product or Service Requests

Profile

Communication Style

Psychological Profile

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 22, 2024

I’ve been crunching the numbers from last quarter, and I'm impressed with the ROI we're seeing.

Customer Account Insights

Customer Account Insights

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.

Facilitates knowledge transfer and Sales <> CSM handoff

Facilitates knowledge transfer and Sales <> CSM handoff

Facilitates knowledge transfer and Sales <> CSM handoff

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

Portfolio Insights

Portfolio Insights

Portfolio Insights

See the Forest Above the Trees

See the Forest Above the Trees

See the Forest Above the Trees

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

Ask Me Anything

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

CRM & Integrations

CRM & Integrations

CRM & Integrations

Works with Your Favorite Existing Tools

Works with Your Favorite Existing Tools

Works with Your Favorite Existing Tools

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

MEDDICC Framework

Regenerate

Metrics

Economic Buyers

Decision Criteria

Pain

Champion

Competition

MEDDICC Framework

Regenerate

Metrics

Economic Buyers

Decision Criteria

Pain

Champion

Competition

MEDDICC Framework

Regenerate

Metrics

Economic Buyers

Decision Criteria

Pain

Champion

Competition

MEDDICC Framework

Regenerate

Metrics

Economic Buyers

Decision Criteria

Pain

Champion

Competition

Sales Frameworks

Sales Frameworks

Sales Frameworks

Your New AI Sales Assistant

Your New AI Sales Assistant

Your New AI Sales Assistant

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.

AI detects responses to MEDDICC Sales framework

AI detects responses to MEDDICC Sales framework

AI detects responses to MEDDICC Sales framework

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

Medals of Honor

Top Rated in Customer Success in G2

Medals of Honor

Top Rated in Customer Success in G2

Medals of Honor

Top Rated in Customer Success in G2

Testimonials

Our Customers' Success

Leaders who have transformed their customer operations using UpdateAI

  • 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.

    Federico D.

  • 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....

    Jenny C.

  • 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...

    Kristi F.

  • 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...

    Jessica T.

  • 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...

    Jane K.

  • 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...

    Stijn S.

  • 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...

    JB H.

  • 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....


    Keri L.

4.9 Ratings on G2... Read More

Testimonials

Our Customers' Success

Leaders who have transformed their customer operations using UpdateAI

  • 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.

    Federico D.

  • 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....

    Jenny C.

  • 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...

    Kristi F.

  • 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...

    Jessica T.

  • 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...

    Jane K.

  • 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...

    Stijn S.

  • 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...

    JB H.

  • 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....


    Keri L.

4.9 Ratings on G2... Read More

Testimonials

Our Customers' Success

Leaders who have transformed their customer operations using UpdateAI

  • 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.

    Federico D.

  • 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....

    Jenny C.

  • 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...

    Kristi F.

  • 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...

    Jessica T.

  • 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...

    Jane K.

  • 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...

    Stijn S.

  • 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...

    JB H.

  • 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....


    Keri L.

4.9 Ratings on G2... Read More

Testimonials

Our Customers' Success

Leaders who have transformed their customer operations using UpdateAI

  • 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.

    Federico D.

  • 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....

    Jenny C.

  • 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...

    Kristi F.

  • 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...

    Jessica T.

  • 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...

    Jane K.

  • 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...

    Stijn S.

  • 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...

    JB H.

  • 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....


    Keri L.

4.9 Ratings on G2... Read More

FAQ

Answers to Popular Questions

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?

FAQ

Answers to Popular Questions

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.