How Opensend Improved Onboarding and Operations with MeetGeek

Navigating quick business growth comes with logistical challenges, especially when trying to manage an increasing number of meetings and communications without getting overwhelmed. 

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This is something Opensend, a SaaS data platform that helps website owners identify and retarget anonymous visitors, knows all too well. As their business expanded rapidly, they needed a way to streamline their operations and stay on top of their game.

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To gain insight into how Opensend tackles these challenges, we sat down with Christa Hutten, Operations Manager at Opensend. We learned how MeetGeek has become an integral part of their workflow, supporting their rapid growth and helping them stay ahead in a competitive market.

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Why Did Opensend Need a Meeting Automation Platform?

With a growing team and increasing demands on their resources, Opensend faced significant pain points that needed to be addressed to continue expanding successfully. 

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Here is why Opensend needed a meeting automation platform:

• Accelerating business growth
• Centralizing conversation tracking
• Supporting sales and customer success processes

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A. Accelerating Business Growth 

Opensend's rapid growth is both exciting and intense. “We’re growing very quickly, and it can be a little intense,” Christa shared. 

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The pace of expansion led to what Christa described as “growing pains,” where the manual processes they relied on were no longer sufficient to effectively handle the scale of their operations. They needed to find appropriate tools that supported their expansion, and they needed them quickly.

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B. Centralizing Conversation Tracking

One of the biggest challenges for Opensend was the difficulty in keeping track of all their conversations. With so many meetings happening every day, Opensend struggled to maintain an accurate and organized record of everything: “We wanted to track everything, all conversations within our CRM. This way no details are lost, and we can reference back instead of relying on memory.”

This prompted them to search for a more reliable way to capture and store these conversations so that everyone on the team could easily store and access their meeting data.

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C. Supporting Sales Processes

Supporting their sales team effectively was another challenge Opensend faced. With a growing team, it was essential to ensure that all their sales demos and client interactions were easily accessible for review and ongoing training. 

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However, reviewing and sharing meeting content was a slow and inefficient process. This made it harder for the team to refine their sales strategies and provide timely feedback.

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Why Did Opensend Choose MeetGeek?

After exploring various options, they chose MeetGeek for its ability to address key challenges in their workflow. 

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Here is why MeetGeek was the right choice for their team: 

• Closing operational gaps
• Employee onboarding
• Integration with existing tools

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A. Closing Operational Gaps

One of the main reasons Opensend chose MeetGeek was to close operational gaps, especially in how they managed and tracked meetings: “We wanted to have everything in place, one truth that didn’t require us to manually record it and then type it in,” Christa explained. 

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They initially compared different options, but found them too expensive and limited to sales use only. MeetGeek, on the other hand, provided a more comprehensive solution that could be applied across different areas of their business.

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B. Employee Onboarding

Another critical factor in choosing MeetGeek was its ability to streamline the employee onboarding process, allowing new hires to quickly get up to speed without requiring extensive one-on-one training sessions.

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MeetGeek’s ability to record and share meetings allows new employees to access important conversations, sales demos, and interviews at their own pace, helping them understand the company’s product and sales process without needing repeated live training sessions.

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C. Integration with Existing Tools

MeetGeek’s seamless integration with Opensend’s existing tools, such as HubSpot, was another major reason they selected the platform. 

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This ecosystem made it easy for the team to share and review meeting content, reducing the need for back-and-forth communication, and ensuring everyone had access to accurate and up-to-date information.

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How Does Opensend Use MeetGeek?

To succeed in business, you need to equip your team with the proper resources. For Opensend, MeetGeek is one of them. 

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Here are the MeetGeek features that Opensend relies on:

1. Meeting recording
2. Conversation transcription
3. Repository of conversations

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A. Meeting Recording

One of the primary ways Opensend uses MeetGeek is to record their meetings across various departments. This feature has proven invaluable, particularly for sales departments and management teams. 

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Christa explained: “Our entire team benefits from the platform, from customer success to sales, because they’re on calls with clients and as they discuss concerns or check how things are going, it’s great to be able to revisit the conversation if needed.” 

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The ability to record meetings allows team members to focus on the conversation without worrying about missing critical details. What’s more, they can gain deeper insights into their communications: “When we have an interview, we can share it across our team so they have an opportunity to gain a good understanding of the person's character and capabilities throughout the initial conversation. In this way, we can decide whether to move a candidate on to the next stage.”

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B. Conversation Transcription

In addition to recording meetings, Opensend takes full advantage of MeetGeek’s transcription capabilities. Due to the increasing levels of operations, not everyone has the time to watch an entire recorded meeting. “Sometimes, I don’t have time to watch the entire video so I just go through the transcript, find the section I need, and copy and paste it,” Christa shared.

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Furthermore, transcripts also play a crucial role in performance reviews and training sessions. Christa noted, “Being able to look at meeting records and say, ‘Look at this, they did phenomenally here,’ or using them to provide feedback is incredibly beneficial.” By reviewing transcripts, the team can provide more accurate and constructive feedback, improving overall performance.

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C. Repository of Conversations

As Opensend relies on knowledge sharing between team members to support their growth, having a database containing all their conversations is essential.

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Additionally, a centralized approach allows new hires to get up to speed quickly by watching real examples of sales pitches and customer interactions, making the onboarding process more effective: “It gives them a head start before they begin, and they can continue to use it throughout their onboarding process,” Christa adds.

What Results Has Opensend Experienced Since Implementing MeetGeek?

Since integrating MeetGeek into their workflow, Opensend has seen significant improvements in several key areas:

• Revisiting client communications
• Improved team onboarding and training
• Better time optimization

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A. Revisiting Client Communications

MeetGeek empowers Opensend’s team to revisit and review client communications easily. “There have been times when I needed to go back and capture details from a previous meeting, and with MeetGeek, I can just access the recording and get the information I need,” Christa explained. 

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This has saved the team from losing valuable information, allowing them to make informed decisions and follow up with clients effectively. Christa elaborated: “We recently had a call where the attendees shared some screens with quite lengthy questions. Without a recording tool, they would be gone. Thankfully, with MeetGeek, we could go back in and capture the questions they had written down.”

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B. Improved Team Onboarding & Training

With a growing team, it’s essential to have a system that can provide new hires with the resources needed to get up to speed quickly: “We’ve set up a sales library where new employees can watch recorded demos and training sessions,” Christa shared. 

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This way, new team members can familiarize themselves with Opensend’s services and sales techniques without wasting resources that could be allocated elsewhere. It also allows the team to continuously improve their skills since managers can provide factual and targeted performance feedback.

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C. Better Time Optimization

MeetGeek has allowed the Opensend team to focus on more pressing tasks during meetings, knowing they can refer back to the recordings later. “Sometimes I’m juggling multiple things during a meeting, and I might miss something important. MeetGeek allows me to go back and capture those details,” Christa noted. 

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What Advice Would You Give Growing Companies Considering Our Solution?

Christa’s advice to other growing companies considering MeetGeek is simple: “If you’re dealing with rapid growth and need a way to keep track of your communications and meetings efficiently, MeetGeek is a great solution.” 

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She also emphasizes the importance of having a reliable solution that offers all the tools needed for effective implementation: “The support has been fantastic—responsive, helpful, and always ready to assist with any issues we’ve had,” highlighting the strong customer support they’ve experienced.

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How Does Opensend Anticipate Growth With MeetGeek?

In the coming months, Opensend plans to continue to expand its development, customer success, and sales teams. “We’re already seeing fast growth and we expect that to accelerate even further,” she shared.

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With MeetGeek’s help, Opensend plans to onboard many more employees: “MeetGeek will be essential in managing this growth, ensuring that everyone has the information they need to succeed,” Christa concluded.

Let MeetGeek Support Your Business Growth!

As intended, Opensend’s adoption of MeetGeek has proven to be a valuable asset in managing its rapid growth. From improving client communication and streamlining onboarding processes to optimizing time management, MeetGeek has supported Opensend every step of the way. 

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On their journey, MeetGeek will remain a crucial tool in their workflow, helping them stay organized and efficient. If you’re looking for a way to manage your growing business and enhance your team’s productivity, try MeetGeek for free today!