Let’s get real for a second. How much time do you spend creating quarterly business review (QBR) decks? If you’re like most sales teams, it’s probably a lot. Hours spent pulling data from multiple tools, manually building slides, and tweaking presentations.

It’s tedious, right?

Kore.ai used to be in the same boat. But not anymore.

Let me tell you how they transformed their QBR process with Portant and saved hundreds of hours every quarter.

The Problem: A Manual Process That Ate Up Time

Before Portant, Kore.ai’s sales reps were stuck in a repetitive cycle.

Every time a QBR came up, they had to build a five-slide presentation from scratch.

That meant pulling data from HubSpot, copying it into Google Slides, formatting it, and making sure everything was accurate.

- It was time-consuming.
- It was boring.
- And it was taking reps away from what they do best—selling.

Richard Passavant, Kore.ai’s Vice President of Revenue Enablement & Operations, broke it down:‍

"Each rep was spending about three hours on QBRs. Multiply that by 70 reps, and we’re talking hundreds of hours every quarter that could have been spent closing deals."

Can you imagine how frustrating that was? All that manual work, just to get a basic presentation together. It wasn’t sustainable.

The Turning Point: Portant Steps In

Then, Kore.ai discovered Portant. And everything changed.

With Portant, their reps didn’t have to manually build QBR decks anymore.

Portant automatically generated “solution blueprint” presentations, pulling all the necessary information directly from HubSpot and populating it into Google Slides.

In seconds, reps had a ready-to-go presentation that they could use in their QBRs. No more manual work. No more wasted time.

As Richard put it:‍

"We’re saving hundreds of hours every quarter. Portant does in seconds what used to take reps hours."

Imagine that—what used to take hours now happens at the click of a button. That’s the power of automation.

The Impact: Reps Back to Selling, Not Admin Work

With Portant handling the QBR process, Kore.ai’s reps can now focus on what really matters—selling.

They’re not stuck pulling data from multiple sources or formatting slides. Instead, they can spend their time building relationships with customers and closing deals.

And it’s not just about saving time.

The accuracy of the data has improved too.

By pulling directly from HubSpot, Portant ensures that every slide is accurate and up-to-date.

No more copy-paste errors or outdated information.

Richard summed it up perfectly:‍

"Our reps are spending more time selling, and less time on admin work. It’s a win for everyone."

Legal Gets a Boost Too

But it’s not just the sales team that’s benefiting.

The legal team is seeing huge time savings as well.

Before Portant, legal had to draft and review every order form manually, often after it had already been sent to the customer.

It was a time-consuming and inefficient process.

Now, with Portant’s automation, legal is notified when an order form is generated, and everything is pre-approved.

That means no more scrambling to fix mistakes after the fact.

Legal can focus on more important tasks, and the whole process runs smoother.

The Numbers Speak for Themselves

Let’s break it down. Before Portant, each rep was spending about three hours per QBR.

With 70 reps, that’s hundreds of hours spent on manual tasks each quarter. Now, thanks to Portant, those hours are being saved—and reps can spend that time on selling.

The time saved on QBRs isn’t just about convenience—it’s about growth. By freeing up time for sales reps, Kore.ai is able to close more deals, bring in more revenue, and drive the company forward.

And legal?

They’re saving time too, thanks to Portant’s automated order forms. No more wasted hours reworking documents—just a streamlined, efficient process.

What Does This Mean for You?

If your sales team is spending hours on manual tasks like building QBRs, it’s time to rethink your process. Kore.ai did, and it’s paying off in a big way.

Portant can help you automate those tedious tasks, saving your team time and freeing them up to focus on what really matters—growing your business.

So, what are you waiting for? Let’s get those hours back and put them to better use.

Get started below

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