Sales ops · Production

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

The problem

Chime was transitioning from direct-to-consumer to B2B and needed a unified operating system to manage customer interactions, extract actionable insights, and support data-driven decision-making across the organization.

Workflow diagram · grounded in source
1
B2B go-to-market launch
trigger
“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 a…”
2
Centralize interaction data
integration
“Gong collects all our seller-client interactions so it can apply AI effectively using fulsome customer data”
3
Automate routine admin tasks
ai_action
“Administrative burdens were cut almost in half, letting sellers spend more time on the parts of the deal that truly matter”
4
Identify objections and patterns
ai_action
“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 notif…”
5
Refine sales forecasts
ai_action
“Chime is now using Gong Insights to refine its projections with greater precision”
6
Deliver insights to sellers and executives
output
“empower front-line sellers with actionable insights while giving executives transparency into the sales process”
Reported outcome

Administrative burdens were cut almost in half, sellers managed more pipeline without additional headcount, and Chime improved forecast accuracy using Gong Insights and AI-driven features.

Reported metrics
Administrative burden reduction (headline)50%
Administrative burden reduction (direct quote)cut almost in half
Additional sellers hiredeliminated the need to hire additional sellers
Reported stack
Gong Revenue AI Operating SystemGong InsightsAI TrackerAI Ask Anything
Source
https://www.gong.io/customers/case-studies/chime-b2b-growth-gong-efficiency-forecasting
Read source ↗

Frequently asked questions

What did this team achieve with this AI workflow?

Administrative burdens were cut almost in half, sellers managed more pipeline without additional headcount, and Chime improved forecast accuracy using Gong Insights and AI-driven features.

What tools did this team use?

Gong Revenue AI Operating System, Gong Insights, AI Tracker, AI Ask Anything.

What results were reported?

Administrative burden reduction (headline): 50%; Administrative burden reduction (direct quote): cut almost in half; Additional sellers hired: eliminated the need to hire additional sellers (source-reported, not independently verified).

How is this sales ops AI workflow structured?

B2B go-to-market launch → Centralize interaction data → Automate routine admin tasks → Identify objections and patterns → Refine sales forecasts → Deliver insights to sellers and executives.

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