How Harbor Compliance achieved clarity to sales execution and immediate ROI with Glyphic
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Sales data was unreliable
Sales reps did not consistently document calls or follow the required SPICED methodology, leaving CRM data incomplete and preventing clear visibility into deal progress.
Automate structured sales notes
Harbor Compliance implemented Glyphic to automatically capture and populate structured SPICED notes and follow-ups directly in HubSpot—without relying on rep input.
Immediate value and adoption
- Immediate improvement in CRM data quality
- Zero friction adoption across the sales team
- Meaningful, structured call notes populated automatically
- Faster, higher-quality follow-up emails
- Clear deal visibility for managers
"There's value right off the shelf. It delivers immediate ROI."
Frictionless adoption
Despite concerns about adoption, reps embraced Glyphic immediately. The interface was simple, and manual note-taking disappeared entirely.
"Thankfully, there was zero friction—our reps all loved the software."
Better notes and follow-ups, automatically
Glyphic analyzes each call and instantly populates SPICED notes in HubSpot. Reps also generate AI-assisted follow-up emails that include action items, risks, and next steps—saving time while improving quality.
"Notes are far more meaningful than they used to be."
Centralized deal visibility for managers
Managers now have a single source of truth for deal progress. They can zoom out to monitor overall activity or zoom in on specific conversations to coach reps more effectively.
"It gives me confidence knowing managers are using accurate data in deal reviews."
By automating structured note-taking and follow-ups, Harbor Compliance eliminated CRM inconsistency, improved sales execution, and gave both reps and managers immediate clarity—delivering ROI from day one.
