Heex had the classic problem of growing sales teams: a CRM full of data but unreadable, parallel Excel sheets, and a pipeline visible only on Friday evening. We shipped an automated dashboard fed by the CRM, with AI scoring of calls against their sales script.
Heex Technologies is a tech scale-up with a fast-growing sales team. The CRM held all the data — but raw, scattered, and without an immediate business read. Weekly check-ins ran on parallel Excel extracts, recompiled by hand, one day late.
The leadership wanted one screen that answers four questions: who is doing what, what is late, which deals to prioritise, and which of our calls actually follow our script?
Volume of tasks done, in progress, late, by rep and by team — refreshed every minute.
Number of meetings held, and how many ended with a concrete next step recorded in the CRM.
Stage by stage, week by week. We see what moves, what gets stuck, and what regresses.
Auto-generated list of deals to close this week — amount, stage, last interaction, next action.
Every call is transcribed and scored automatically (0–100) based on adherence to the Heex sales script.
Every figure is clickable: you find the calls, accounts and reps behind it. No black box.
On the plumbing side, we set up an automatic feed from the CRM (deals, activities, meetings, tasks, call transcripts) into an analytical warehouse. Transcripts go through an AI scoring module that compares the actual call to the Heex sales script (discovery, qualification, demo, objection handling, closing) and produces a 0–100 score plus improvement points.
On the visible side, a clear dashboard, filterable by team and period, that you open every morning in 30 seconds instead of 30 minutes on Friday evening.
Preview · Sales KPIs + AI call scoring
“We knew we had the data. Mynos made it readable. And the AI call scoring helped us improve collectively on the script — it became a coaching tool, not just reporting.”
30 minutes to understand your goals. No commitment.
