USE CASES

Engineered for Every Stage
of the Customer Lifecycle

Three distinct use cases, one unified platform. Choose your path.

USE CASE 01

SDR: Pipeline Generation

Transform cold calls into qualified meetings with AI-optimized scripts and automated post-call performance audits.

CALL EXECUTION

Dynamic Frameworks

Ensure every call follows your success criteria. Our AI monitors adherence to your custom frameworks in real-time, flagging deviations and coaching reps mid-call to maximize conversion on every touchpoint.

100%

Framework compliance

Real-time

Script guidance

+40%

Qualified meetings

POST-CALL INTELLIGENCE

Instant Intelligence

Post-call summaries delivered in 60 seconds to prep the next touchpoint. Every call is automatically analyzed, scored, and turned into actionable next steps — no manual note-taking required.

60 seconds

Summary delivery

AI-scored

Every call rated

Zero admin

No manual notes

PIPELINE ANALYTICS

Performance Tracking

Automated audit of call volume and lead quality patterns. Track every SDR's pipeline contribution, identify top-performing scripts, and surface coaching opportunities before they become problems.

Call Volume

Tracked

Lead Quality

Scored

Script Analysis

AI-driven

Coaching Gaps

Detected

USE CASE 02

AE: Discovery & Closing

The Co-Pilot that eliminates administrative noise and maximizes output.

FREE UP TIME

Automation: Eliminate 100% of Data Entry

Automate 100% of data entry. Generate automatic follow-up emails and synchronize commitment reminders directly with your CRM.

BEFORE PERFORMY

Manual CRM entry — 45 min/day
Follow-up drafting — 30 min/day
Notes consolidation — 20 min/day

Total: ~1.5 hrs lost daily

WITH PERFORMY

CRM auto-filled — 0 min
AI follow-ups — 2 min review
Auto-summary — instant

Total: ~5 min — 95% time saved

PLAYBOOK EXECUTION

Real-Time Milestone Compliance

No more second-guessing during a call. AI monitors milestone compliance in real-time, ensuring every interaction follows the success methodology defined in your Digital Playbook.

Introduction & Rapport

Completed — 2:30

Discovery Questions

Completed — 8:15

Value Proposition

In progress — partial coverage

Close & Next Steps

Pending

CLOSING ENGINE

Insights to Close: Dynamic Suggestions

Receive dynamic suggestions and insights based on on-the-ground reality. Identify "key moments" to apply conversion scripts and shield the close against any objection.

AI RECOMMENDATION
Prospect mentioned budget concerns. Try: "Based on similar companies, the ROI typically covers the investment within 90 days..."
High confidence Based on 47 similar deals

USE CASE 03

CS: Retention & Upsell

From random sampling to total visibility. Scale service quality without increasing headcount.

ANALYSIS IN SECONDS

From Hours to 60 Seconds

Reduce quality analysis time from hours to minutes. AI transcribes and analyzes any call in just 60 seconds, eliminating the need for random manual listening.

3h

Manual review

COMPRESSED

60s

AI analysis

ACTIONABLE FEEDBACK

Personalized Feedback for Every Agent

Transform recordings into immediate action plans. Generate personalized feedback for every agent, identifying if they presented themselves correctly or managed client needs according to company standards.

MG

Maria G. — Agent Feedback

Call #4872 — 12 min duration

72/100
Greeting and identification: Followed standard protocol
Problem acknowledgment: Skipped empathy step — customer frustration detected
Resolution provided: Correct and timely
Follow-up commitment: Vague timeline given — needs specificity

SATISFACTION AND COMMITMENT COMPLIANCE

No Promise Ever Forgotten

Secure retention by ensuring no promise is ever forgotten. The tool automatically detects commitments made during the session, facilitating quality control and enhancing the final customer experience.

"I'll send the updated contract by Friday"
FULFILLED
"Our team will resolve the billing issue today"
PENDING
"I'll schedule a demo for the new features"
OVERDUE

THE DIFFERENCE

Manual Process vs. Performy

Efficiency score — higher is better.

CRM Efficiency

45 min/day → 0 min

Manual
12%
Performy
100%

Call Analysis Speed

3 hrs → 60 sec

Manual
3%
Performy
98%

Coaching Coverage

~10% → 100%

Manual
10%
Performy
100%

Follow-up Speed

24 hrs → Instant

Manual
4%
Performy
100%

GET STARTED

See Performy in action
for your use case

Whether you're optimizing sales performance or scaling customer success, we'll show you exactly how.