CUSTOMERS

How Ascend removed customer blind spots and accelerated pipeline with Glyphic

A CONVERSATION WITH
Chris Surdi
Head of Sales at Ascend
About
Ascend is an insurance payments platform that automates financing, collections, and payables for insurance businesses.
Industry
FinTech / InsurTech
Company Size
~25 employees
Headquarters
San Francisco, United States
Funding
FinTech / InsurTech
Founding Year
2021
CHALLENGE
Deals stalled due to blind spots in buyer motivation

As Ascend scaled from product-market fit into growth, the sales team lacked clear visibility into why customers were buying. Without reliable data on compelling events and reasons, deals stalled in the pipeline and sales velocity lagged expectations.

"We didn't really have a good sense of what was making customers buy."

SOLUTION
Use deal intelligence to surface objective buying signals

Ascend implemented Glyphic to automatically analyze sales conversations and surface objective, data-driven insights into compelling events, buyer motivation, and deal quality—removing guesswork and bias from pipeline analysis.

"The amount of deal intelligence you can surface is best in class."

RESULTS
Uncovered true buying drivers and accelerated pipeline
  • Identified the #1 compelling reason customers buy: growth and scaling (not efficiency)
  • Improved deal quality by qualifying compelling events earlier
  • Accelerated pipeline movement
  • Best monthly sales performance achieved within two months

"October is shaping up to be our best month ever."

IMPACT BEYOND SALES
Replacing assumptions with evidence

Leadership initially believed efficiency was the primary buying driver. Glyphic's analysis revealed that growth and scaling were the true compelling events across deals.

"Everybody said efficiency — that was actually number two."

Aligning GTM around real buying signals

With this insight, Ascend updated:

  • Sales qualification criteria
  • BDR scripts and messaging
  • Marketing positioning and campaigns

This alignment reduced stalled deals and improved early-stage qualification.

Removing bias from deal analysis

Manual deal reviews were time-consuming and subjective. Glyphic provided a scalable way to analyze deal patterns as volume increased—without relying on intuition or incomplete data.

"As a human doing it, I probably had a bias."

SUMMARY

By uncovering hidden buying signals inside sales conversations, Ascend eliminated customer blind spots and aligned its go-to-market strategy around what actually drives purchases—improving deal quality and accelerating pipeline velocity.