Chime accelerates B2B growth with Gong, achieving streamlined efficiency, accurate forecasting, and AI-powered insights

Chime, a leader in direct-to-consumer financial services, recently ventured into the B2B space, offering its services as an employee benefit through employers. This shift required a reimagined go-to-market strategy, with AI integration at its core to enhance efficiency, visibility, and decision-making. The transition presented unique challenges, including the need for a unified operating system to manage customer interactions, extract actionable insights, and support data-driven decision-making across the organization.

To address these demands, Chime adopted the Gong Revenue AI Operating System (OS) as the foundation of its sales tech stack. Gong’s ability to centralize and analyze data from every customer interaction provided Chime with the infrastructure needed to implement AI-driven workflows. These in turn, empower front-line sellers with actionable insights while giving executives transparency into the sales process. With Gong, Chime was able to establish a scalable, insight-rich approach to navigating its B2B motion, laying the groundwork for long-term growth.

Chime experienced immediate efficiency gains after implementing the Gong Revenue AI OS, most notably through significantly reduced administrative tasks for its sales team.

“We saw immediate benefits. Administrative burdens were cut almost in half, letting sellers spend more time on the parts of the deal that truly matter.” —Jason Steckler, Head of Revenue Strategy and Operations

This newfound efficiency allowed sellers to redirect their efforts toward higher-value activities, such as building stronger relationships with prospects and addressing customer-specific needs.

The reduction in manual tasks also enabled Chime’s sellers to manage more pipeline without compromising the quality of their engagements. By automating routine processes, Gong provided the team with the ability to handle an increased workload, which eliminated the need to hire additional sellers to accommodate pipeline growth. This operational improvement not only optimized resource allocation but also supported Chime’s broader goal of scaling its B2B motion effectively.

With Gong as the foundation of its tech stack, Chime has redefined its approach to forecasting and decision-making. "Gong collects all our seller-client interactions so it can apply AI effectively using fulsome customer data," explained Jason Steckler, Chime’s Head of Revenue Strategy and Operations.

The centralized operating system has empowered the Chime team to move beyond anecdotal forecasting methods, providing a clear view into deal health, stakeholder engagement, and potential blind spots. Chime is now using Gong Insights to refine its projections with greater precision, a critical capability as the company scales its B2B operations.

Additionally, Gong’s AI-driven features, like AI Tracker and AI Ask Anything, have enabled Chime to identify recurring objections, uncover industry-specific patterns, and deliver actionable intelligence directly to teams. This includes real-time notifications for competitive mentions or key topics, ensuring swift and informed responses. By leveraging these insights, Chime has not only improved forecast accuracy but also equipped its sellers and executives to make data-driven decisions with speed and confidence.

By embedding the Gong Revenue AI OS into the heart of its sales strategy, Chime has successfully accelerated its transition into the B2B space. The platform has enabled the team to access actionable insights, reduce administrative burdens, and personalize their messaging, all so Chime can scale its operations with precision and agility.

“The Gong Revenue AI Operating System has helped us stop guessing and start acting on what’s actually going on in our sales process, and that’s been a game changer for us.” —Jason Steckler, Head of Revenue Strategy and Operations

Gong’s role as the foundational layer of Chime’s tech stack has proven indispensable in building an AI-powered sales infrastructure. The company is now positioned to continue its rapid B2B growth, armed with actionable intelligence that drives strategic selling and informed decision-making. With Gong, Chime has not only optimized its current operations but also laid the groundwork for sustained success in a competitive market.