An early customer of the Fathom AI Meeting Assistant for sales and related use cases reports high-quality output from meetings, smooth handoffs to core systems including Salesforce, and better conversion within the company’s sales pipeline.
Uniqode, a QR code platform provider with roughly 100 employees and a 10-person sales team, began using Fathom after testing other note-taking tools and finding they required too much human review, and therefore time, to ensure the outputs were accurate and delivering value.
With Fathom, by contrast, the AI models that power the platform take high-quality notes that accurately reflect what happens in meetings, as well as creating an easily scannable summary, while also automatically creating follow-up tasks in the company’s Salesforce CRM platform.
These advances represent a stark contrast with how things operated previously. “What was still a pain or challenge for some of the reps was to go back into our CRM, update everything from a notes perspective, a tasks perspective, and do the same thing over and over again,” says Kevin Reinhardt, vice president of sales at Uniqode.
“With Fathom, we’re able to download the entire transcript and any action items are able to automatically create tasks within Salesforce,” he adds. In addition, the built-in SPICED scoring model helps salespeople prioritize their follow-ups and related activities.
From its inception in 2020, Fathom was aiming to get more value, and productivity, out of the vast amount of data captured — but so often lost — from sales meetings, according to company Founder and CEO Richard White.
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“Sales teams, customer success teams, all sorts of teams have meetings with customers and prospects; they have hours and hours of interesting conversations,” White says. “We throw away 99% of that data and end up with a few notes in our CRM. That seemed like a huge missed opportunity.”
The company started before the availability of GenAI but the founders anticipated natural language functionality, which unlocked much higher customer usage and engagement when it came to pass, White says.
The company powers the Fathom AI system with a variety of large language models; those include ChatGPT, Google Gemini, and Anthropic, to name three. It utilizes each one on a case-sensitive basis, always driving for the highest performance in the most economical fashion possible, White explained.
This underlying technology has delivered results for Uniqode, Reinhardt says. “With Fathom, it’s set it and forget it. I can trust it to deliver precise notes and insights and I don’t need to go back and fix anything.” In addition to Salesforce integration, Uniqode uses Zoom for sales outreach, and has found that integration to work smoothly as well.
While other platforms — Zoom, Teams, Google Meet, and more — provide note-taking capability, White argues that there’s a proliferation of such systems and his company’s platform should serve as the single source to deliver this functionality across meeting platforms. He emphasized Fathom is not a virtual meeting system; it focuses squarely on notes and follow-up actions.
Reinhardt said Uniqode is experiencing strong conversion rates since adopting Fathom, with conversion being defined as advancing prospects from calls to opportunities.
Other product features of Fathom include the ability to share clips from specific parts of meetings that are critical for an individual or group to be aware of; such clips can be entered directly in Slack to create additional context quickly. Also, employees can interact with call recordings through an AI assistant to receive instant answers and insights. Fathom is offered in free and team editions.
Future capabilities call for delivering AI search and alerts based on meeting outcomes. For example, an alert could be distributed if a pricing discussion turns negative, or if a customer/prospect makes favorable mention of a competitor.
Fathom raised $17 million in a Series A funding round in late 2024.
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