How MANTL improved forecasting, collaboration, and pipeline growth with the Gong Revenue AI Platform

MANTL streamlined its forecasting and simplified deal reviews by using Gong’s Revenue AI Platform to make customer interaction data and deal insights available across their revenue org. As a result, they’ve improved their workflow efficiency and boosted pipeline growth.

As a banking technology firm, MANTL provides account-opening software to community banks and credit unions to help them compete with larger financial institutions. Its revenue teams often navigate the long, compliance-heavy sales cycles inherent in the financial services industry. These cycles require seamless collaboration across teams, rigorous deal management, and a platform that unlocks efficiency. Before using Gong, MANTL’s revenue team was frustrated with multiple solutions that kept everyone siloed.

Dylan Lundberg, Head of Revenue Operations at MANTL, says their revenue teams now use Gong to solve these problems and create sustainable and predictable pipeline growth. Features like digestible call summaries, AI Insights into buyer behaviors, and streamlined collaboration allow the company to manage its sales processes more effectively, positioning MANTL to deliver greater value to its clients. 

The Gong Revenue AI Platform has revolutionized how MANTL approaches forecasting and deal reviews. The sales team is now able to seamlessly capture and analyze conversational data — which improves forecast accuracy — and integrate that data directly into their deal management processes. “We can easily get a summary of any conversation a rep mentions and the activity timeline around it. That makes it much easier for our managers to verify their forecasting motion,” says Dylan. 

Reps and managers no longer spend time combing through calls and deals, trying to get a sense of whether they’re on track to close. Gong’s AI Deal Monitor does that for them by detecting risks that could send deals off track. Dylan says that “Using Gong means we now identify early risks in deals that would’ve slipped otherwise.” That has cut the time the team spends on forecasting by 30%, while making forecasts more accurate. 

Gong’s Deal Boards are also giving them back time in their days by providing a centralized, real-time view into every opportunity. This means managers and leadership can stay up-to-date on deal momentum, identify next steps, and address customer needs — all without relying on manual processes or subjective and fragmented information. This unified approach is also eliminating time-consuming research, and provides leadership with more accurate information during forecast meetings. Collectively, that’s saving the team 30 hours per week on deal reviews.

“It’s not taking nearly as much time to figure out a deal’s full story. With Gong’s Deal Boards pushing back to Salesforce, it’s easy for our executive team to go into either platform before forecasting meetings and get a really clear sense of what’s going on.” —Dylan Lundberg, Head of Revenue Operations at MANTL

In addition to saving time, this fosters a culture of self-review and accountability, as everyone has a much clearer sense of how each deal is progressing. 

By consolidating data from conversation transcripts and emails, Gong has significantly improved MANTL’s forecasting accuracy. With their time saved, the team can now focus on advancing deals instead of piecing together fragmented information.

Previously, MANTL’s call recordings primarily benefited the sales team, but limited the rest of the organization’s access to valuable customer insights. This siloed approach left other key departments — like product and marketing — without visibility into customers’ needs, and stunted the broader organization’s ability to leverage these insights. “We started out with only our sales team using Gong, and ended up adding our implementations team, all of our post sale teams, our product team and more,” says Dylan.

The Gong Revenue AI Platform changed this dynamic, offering AI-powered summaries, advanced search functionality, and a Slack integration to everyone involved in the revenue process.

”We needed a solution that gave everyone — product, marketing, leadership — an incentive to use it. Now the entire organization gets value from call insights and AI summaries.” —Dylan Lundberg, Head of Revenue Operations at MANTL

This improved accessibility has driven widespread adoption and collaboration within MANTL, empowering departments outside of sales to extract targeted insights and support cross-functional efforts. 

These new capabilities have also resulted in a significant increase to MANTL’s sales team’s revenue, driving up the average pipeline created per rep. Gong’s AI-backed search capabilities allow reps and their managers to access critical information about any deal, right when it’s needed most. Whether that’s during a live call between a rep and a customer or when a manager’s preparing for a 1:1 coaching session, Gong AI makes it easy to surface key points about any deal in their pipeline so they can keep them on track and bring more of them across the finish line.

MANTL has transformed its sales process by adopting the Gong Revenue AI Platform, tackling the complexities of financial services sales with a robust, AI-driven approach. By unifying conversation data and equipping managers with advanced deal-management, MANTL has introduced a scalable pipeline that addresses the unique demands of their highly regulated industry.

“I encourage everyone to think long term about their teams’ cross-functionally. Bring in solutions that boost your data quality and make it accessible in other places. You don’t want anything to become a silo by accident.” —Dylan Lundberg, Head of Revenue Operations at MANTL

With Gong, MANTL is not only improving operational efficiency, it’s paving the way for higher growth, reinforcing its commitment to innovation, and enabling its financial institution clients to excel.