Conversational intelligence: Cockpit x Boond boost consulting firm performance

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The competitiveness of consulting firms relies on agility and innovation. That’s why Cockpit and BoondManager have joined forces to deliver a solution that meets today’s challenges.

This collaboration between Cockpit, a conversational intelligence platform, and BoondManager, the leading ERP/CRM for consulting firms, marks a new era—where AI-powered commercial and strategic interactions become a continuous source of improvement and performance.

01

Why the Cockpit x Boond integration is essential for consulting firms

Consulting firms operate in complex environments where client interactions, pipeline management, and talent development play a critical role in success.

Thanks to its advanced AI, Cockpit transforms every client interaction into actionable strategic insights.
BoondManager, by centralizing core business processes, acts as a key operational and management hub for consulting teams.

This integration addresses a major challenge: how to combine the richness of conversational data with structured tools such as CRMs and ERPs.

With this partnership, Cockpit automatically enriches BoondManager with strategic data extracted from sales calls, video meetings, and client exchanges.

The result: a living, continuously optimized CRM, more productive teams, and sharper, data-driven decision-making.

02

Cockpit: a powerful conversational intelligence platform

Turning every conversation into strategic data

Cockpit connects all your video and communication tools (Zoom, Google Meet, Microsoft Teams, Ringover) to your BoondManager CRM to automatically capture and analyze conversations.

After each meeting, Cockpit generates clear, structured outputs:

  • Custom summaries, adaptable to different needs (internal, operational for sales directors or recruiters, or external client summaries)
  • Relevant highlights and valuable data: key points, objections raised, strategic insights
  • Automated CRM actions, directly integrated into BoondManager

Thanks to automation, sales teams can fully focus on their conversations while benefiting from instant, high-quality CRM enrichment.

Intelligent synchronization with BoondManager

The Cockpit x BoondManager integration doesn’t just add data—it adds meaning.

For example, business managers gain access to enriched strategic insights directly within client and prospect records: company size, competitors, ongoing projects, and more.

All this information is extracted through AI to improve the relevance and quality of sales interactions.

And while synchronization is automatic, users can always edit or refine data manually to match their specific operational needs.

03

Accelerate productivity with Cockpit’s AI

Faster onboarding and skill development

In an industry where recruiting and retaining talent is a major challenge, this integration becomes a strategic asset.

With Cockpit’s advanced features, consulting firm managers can:

  • Create custom onboarding journeys based on best practices from top performers
  • Offer targeted call replays to learn from real-life cases and improve performance
  • Reduce onboarding time for new hires—by up to 50% on average

AI also accelerates skill development by turning every client interaction into a learning opportunity.
New sales hires benefit from a structured environment that helps them quickly adopt best practices and become fully operational.

Real-time coaching and feedback

Cockpit introduces a new approach to performance management.

By analyzing conversations in real time, managers gain objective data to:

  • Deliver precise, constructive feedback
  • Share improvement opportunities based on concrete facts
  • Identify team strengths and weaknesses

The AI Playbook further enhances this approach by automating sales call analysis.
Each interaction is reviewed to identify optimization opportunities—maximizing team effectiveness without hours of manual listening.

Gamified training to boost motivation

With its AI Trainer, Cockpit goes even further by introducing gamified training programs.

Sales teams can challenge themselves, progress faster, and be rewarded for their efforts.
In just a few clicks, managers can design tailored programs and track progress in real time.

04

A strategic lever for consulting firm leaders

Real-time visibility into sales & HR performance

For executives and managers, the Cockpit x BoondManager integration provides unprecedented visibility into sales performance and market dynamics.

With Cockpit’s analytics, leaders can:

  • Identify the most frequently discussed topics with clients and prospects
  • Detect recurring objections and adjust strategies accordingly
  • Track key stages of the sales cycle (discovery, negotiation, closing)
  • Assess candidates using data that reduces human bias

These concrete insights help refine commercial strategies and align decisions with reliable, measurable data.

Stronger collaboration across teams

BoondManager already centralizes operational processes for consulting firms.
With Cockpit, this centralization expands into seamless collaboration between sales, HR, and support teams.

Strategic information is no longer scattered—it’s accessible to everyone, at the right time, enabling coordinated and effective action.

Measurable benefits for consulting firms

The Cockpit x BoondManager integration delivers tangible results:

  • 50% reduction in onboarding time
  • +30% increase in sales conversion rates
  • 5 hours saved per week per business manager
  • 20% shorter sales cycles

These figures highlight the real impact of this collaboration on productivity and performance.

A future-ready integration

The Cockpit x BoondManager integration is just the beginning.

Cockpit is the first conversational intelligence solution to enrich the BoondManager ecosystem—but more AI-driven innovations will follow in the coming months.

For consulting firms, this represents a unique opportunity to rethink how they work—combining advanced technology with operational efficiency.

Cockpit x BoondManager: a partnership that turns challenges into opportunities and conversations into strategic performance drivers.

Tarif

We are delighted to introduce this solution, fully developed by our partner Cockpit as part of our collaboration.

To ensure the best possible experience, customer support, technical assistance, and all requests related to this connector are handled directly by the Cockpit teams—the most qualified experts to provide fast and accurate support.

Cockpit

Cockpit delivers accurate meeting summaries, automatic CRM enrichment, and key insights from your client interactions—all in an intuitive solution designed for fast-growing teams.

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Notetaker
Artificial intelligence
Telephony & Meeting
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