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Challenge:

Before Dot.it, KeyData's sales representatives were spending hours every week manually logging emails, meetings, and deal updates into their CRM. Important follow-ups were slipping through the cracks, and collaboration between sales and customer success teams often required endless email threads.

Key problems included:

• Time lost switching between inbox, CRM, and scheduling tools
• Missed follow-ups due to manual task tracking
• Inconsistent reporting and outdated CRM data

Solutions:

KeyData implemented Dot.it to unify its entire sales process directly within the inbox. The platform's AI automatically synced communication data, summarized conversations, and created deal updates in real time.

How Dot.it Helped:

• Inbox-as-a-CRM: Reps could update deals, schedule meetings, and log activities without leaving their inbox.
• AI Workflow Automation: Dot.it summarized client conversations and created next-step reminders automatically.
• Seamless CRM Sync: Integrated directly with HubSpot to ensure all contact data stayed up to date.