How Claap Empowers Worklife to Streamline Sales, Prioritize Deals, and Drive Productivity

Client Background

Worklife operates in a competitive enterprise-focused market for employee benefits, with strong competitors like Swile, GroupUp, and Edenred. A subsidiary of Crédit Agricole, Worklife is scaling rapidly while prioritizing efficiency and structured sales processes. The company's strengths lie in its ability to provide until 12 native benefits in an all-in-one personalized app and payment card for users, and a multi-administration interface, with significant data insights on usage and compensation policy.

The Enterprise commercial team, led by Cyril Fabre, Head of Sales, aims to focus on high-value opportunities while implementing a robust methodology (BEBEDC) to improve deal qualification and forecasting.

The Challenge

As Worklife scales its sales operations, Cyril Fabre and his team face critical challenges:

1. Identifying High-Priority Deals: Sales teams need to focus on opportunities with clear critical events and benefit-related needs—Worklife's strongest differentiators.
2. Managing Long Sales Cycles: Enterprise deals often involve complex decision-making processes, multiple stakeholders, and critical information that can get lost over time.
3. Improving Productivity: With no dedicated RevOps team, Cyril emphasized the importance of simple tools that save time without heavy implementation. Competing solutions like Modjo or Gong were considered too costly and complex.
4. Ensuring Seamless CRM Adoption: The team uses HubSpot as its CRM and recently implemented BEBEDC (a qualification framework similar to MEDDIC). However, the process requires consistent note-taking and updating fields—a manual and time-consuming task.

In Cyril’s words:

“We don’t have time for tools that take three months to implement. It needs to be simple, quick, and effective.”

The Solution

Worklife chose Claap to provide a powerful and intuitive conversation intelligence platform that streamlines processes and enhances productivity.Claap's solution addressed Worklife's pain points across three key areas:

1. Productivity for Sales Teams

• Claap automates post-call workflows, saving reps 20 minutes per call by auto-generating notes, summaries, and follow-up emails.
• The solution integrates seamlessly with HubSpot, pushing notes and summaries directly to contacts, deals, and company records without complex setup.
• Cyril and his team highlighted how precise, searchable transcripts helped them retrieve critical information—such as stakeholder names or decision points—that were previously missed:

“I take a lot of notes, but Claap helps me capture the missing 20%. It’s been game-changing for recalling critical details like decision-maker names that could make or break a deal.”

2. Enhanced Deal Qualification and Insights

• Claap helps surface actionable insights using retrieval-augmented generation (RAG), which provides precise responses to questions across all calls. Sales reps can easily:
  • Identify decision-makers.
  • Verify critical events and deadlines.
  • Prepare for RFPs by quickly retrieving key data points.
• Cyril explained how Claap's ongoing insights continue to save his team time and enhance deal reviews:

"I asked Claap to surface information about decision processes and realized I missed a key stakeholder. It helped me refocus my touchpoints and advance the deal."

3. Coaching and Enablement

• Claap’s coaching tools include call analytics like talk ratios, patience scores, and interactivity metrics, enabling Cyril to fine-tune team performance.
• A dynamic call library allows sales managers to create playlists of best-practice calls, streamlining onboarding and training for new reps.

“It’s great to have a library of top-performing calls to onboard new hires or review coaching moments.”

Results

Worklife experienced significant benefits:

• Improved Efficiency: Claap saved reps time by automating note-taking and streamlining HubSpot updates.
• Better Deal Qualification: Reps easily retrieved critical details, ensuring focus on high-value opportunities.
• Increased Insight: Cyril and his team leveraged Claap’s analytics and AI-driven insights to uncover gaps in their sales processes and decision-making.

In Cyril’s evaluation:

“Claap helps us focus on what matters most: the right deals, the right insights, and the right actions. It’s simple, fast, and effective—and at half the price of competitors like Mojo.”

Key Takeaways

• 20% More Complete Notes: Claap bridges gaps in note-taking, capturing crucial details missed during calls.
• Faster Sales Insights: RAG-powered search accelerates deal preparation and decision-making.
• Seamless CRM Integration: Notes and fields automatically sync to HubSpot, improving adoption without RevOps support.
• Cost-Effective Solution: At 48€ per user/month, Claap delivers the same functionality as competitors at half the price.
• Scalable Training & Onboarding: Playlists and coaching tools simplify enablement for new and existing reps.

With Claap, Worklife has found a solution that aligns perfectly with its priorities: simplicity, productivity, and actionable insights—all at a fraction of the cost.