How Budibase transformed Sales Team Collaboration with MeetRecord

By doubling down on specific coaching and leveraging AI-driven insights, Fintoc has improved its conversion rates and enhanced its overall sales strategy. The ability to analyze and learn from each sales conversation has provided Fintoc with a competitive edge in the fintech market.


In the rapidly evolving world of SaaS, optimizing sales processes through technology is not just an advantage; it's a necessity.

This case study explores how Budibase, a UK-based SaaS company specializing in low-code solutions for internal applications, revolutionized its sales strategy by implementing MeetRecord, a revenue intelligence solution.

This integration has streamlined their operations and significantly enhanced their customer engagement and team collaboration.

The Challenge

Before adopting MeetRecord, Budibase faced significant challenges in managing and optimizing its sales conversations. The primary issue was the absence of a structured system for recording and analyzing sales calls. The company relied on Google Suite for documentation and communication. However, this method proved inefficient for several reasons:

Lack of Recordings
Sales representatives often forgot to record calls, leading to a gap in information that could have been valuable for improving sales strategies and customer service.

Inefficient Management
Managing and searching through recordings and notes within Google Suite was cumbersome, making it difficult to retrieve specific information when needed.

Missed Opportunities
Without a proper tool to analyze sales conversations, Budibase missed out on insights that could help identify areas for improvement, understand customer needs better, and tailor their approach accordingly.

MeetRecord - The Solution

Recognizing these challenges, Budibase turned to MeetRecord, a sophisticated solution designed to capture and analyze sales conversations.

MeetRecord's integration into Budibase's operations brought about a transformative change in how the company approached its sales process.

Here's how Budibase utilized MeetRecord:

Recording and Notes

Sales representatives could now quickly go back to calls, take detailed notes, and store this valuable information in the CRM, ensuring no detail was missed.

Call recording and transcription

Improved Collaboration

As Budibase's business expanded, MeetRecord facilitated easier collaboration among the product, marketing, and customer service teams. This integration allowed for a more cohesive approach to addressing customer needs and feedback.

Insight into Interactions

One of the critical benefits of Budibase was the ability to see how people interacted during calls, discuss product bugs, and address issues in real-time.

This insight was invaluable for improving product development and customer satisfaction.

Call recording and transcription

Features Used

Automated summary

Insights IQ automatically analyzes each call and shares call summaries, MoMs and highlights with the team.


Omneky team uses coaching initiatives to create programs that can be used to track rep progress and implement new processes.

Zoom integration

MeetRecord integrated with Omneky's Zoom account to join and record all calls made via their account.

Sharing and Feedback

Sync all your meetings and demos with your CRM. Capture call recording directly within your contact page.

The Impact

The introduction of MeetRecord to Budibase's operations has profoundly impacted the company's efficiency and effectiveness in dealing with customers.

Some of the most significant benefits include:

Reduced Administrative Burden:
The automation of recording and analyzing sales calls significantly lessened the administrative load on sales representatives. This efficiency allowed the team to focus more on selling and less on manual record-keeping.

Scalable Solution 
As Budibase grew, MeetRecord's capabilities expanded to meet the company's evolving needs. This scalability ensured that Budibase could continue to leverage MeetRecord's benefits without outgrowing the solution.

Enhanced Team Collaboration
With MeetRecord, different departments within Budibase could easily access and share insights from sales calls, fostering a more collaborative and informed approach to addressing customer needs and improving the product.

Support Experience
Budibase's experience with MeetRecord's support team has been overwhelmingly positive. From the initial integration to ongoing assistance, MeetRecord's support staff have been accessible, helpful, and committed to ensuring Budibase maximizes the tool's benefits. This level of support has been instrumental in the smooth adoption and effective utilization of MeetRecord within Budibase.

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