Evaneos saves 3 hours per week per AM and reduces churn risk with Claap

What You'll Learn

✅ How Claap helps Evaneos save 20 minutes per call, freeing up 3 hours per week for their Account Managers

✅ How Claap guarantees that 100% of CRM data is complete

✅ How Claap enables partner engagement tracking and churn prevention

When Evan Friburg, Business Operations Manager at Evaneos, set out to streamline workflows across their partner-facing teams, his goals were clear: save time, improve data quality, and enable better coaching, without adding complexity.

The teams manage hundreds of calls each month with local travel agencies, who are responsible for closing deals. Internal reps focus on managing the partner relationship, from onboarding and commercial follow-up to coaching and ongoing support. Efficiency and visibility were key.

Our teams needed to focus on the conversation, not on taking notes or updating Salesforce. Claap helped us remove that mental load and bring consistency across the board.

After a successful pilot in September, Evan rolled Claap out company-wide, unlocking hours of time saved, better data in Salesforce, and a new layer of insights into partner engagement.

Claap won not only for its usability, but for its ability to meet Evaneos’ dual goals: operational efficiency and partner engagement insights.

Very quickly, we were 100% confident in the performance of the tech; especially the summaries and key insights.

Evaneos' Top Claap Use Cases

Evaneos now has ~20 users across three partner-facing teams using Claap daily.

The tool supports both day-to-day workflows and strategic coaching efforts.

1. Saving 20 minutes per call with automated notes & CRM enrichment

For Evan, one of the biggest wins with Claap was freeing up his teams to focus on the conversation—not the keyboard.

Claap automatically records and summarizes every meeting, then generates a follow-up email with key insights and next steps. This saved time both during and after calls, while improving the overall quality of conversations.

Less mental load, leading to better live follow-up for Account Managers who can focus on the conversation instead of taking notes.

The impact was quickly measurable: each call now saves the team around 20 minutes, thanks to the automated notes, structured summaries, and easier follow-up.

That was the number one goal in our pilot: prove we could save time and trust the tech. Claap nailed both.

2. Cleaner CRM data = better forecasting and tracking

Beyond time savings, Claap ensures data is logged correctly, every time, no matter who’s on the call.

From an Ops perspective, the real value is the quality of the data in our CRM. It’s complete, structured, and consistent.

This consistency was especially critical for forecasting and performance tracking. Before Claap, call summaries varied from one person to another, which made it harder to consistently capture and structure key insights. Now, data flows into Salesforce automatically, with standardized insight templates capturing partner engagement, growth potential, and account risk, no manual entry required.

The result? Better visibility for managers, more reliable dashboards,

3. Coaching without the friction

Evaneos has a strong culture of autonomy and trust. To ensure Claap fits naturally into that environment, Evan took a thoughtful approach to rolling out coaching features, starting with team-led feedback loops instead of top-down reviews.

We knew it was important to introduce coaching gradually, in a way that felt supportive and genuinely useful, not controlling. This approach helped create the right conditions for adoption internally.

Today, Claap helps managers and team members review calls together, spot opportunities for growth, and create a healthy coaching rhythm, one that’s collaborative, not imposed.

4. Monitoring partner engagement to prevent churn

Claap’s customizable insights help track a key metric for Evaneos: partner engagement.

With Claap, teams can now identify each partner’s engagement over time, flagging those at risk of churn or ripe for growth.

If a top partner churns without any warning, it has a significant impact. With Claap, we’re able to track early signals.

These scores sync with Salesforce and trigger alerts and corrective actions for account owners and managers.

5. Building a library of best calls and objections

Evan also set up a dynamic call library to support onboarding, coaching, and self-assessment.

With Magic Clips, standout moments, like how an objection was handled or a complex topic explained—are automatically highlighted and saved without manual editing. Combined with Claap AI, which can analyze entire accounts or conversations to surface recurring themes, Evan’s team created a searchable, ever-evolving knowledge base of real examples.

It’s not just coaching, people use Claap to self-assess, revisit past calls, and improve how they work.

These resources help new hires ramp faster and give teams a concrete reference for handling common partner scenarios with more confidence.

The Bottom Line: Small changes, compounding value

For Evan, Claap’s value isn’t in a single feature: it’s in how seamlessly it fits into the team’s workflow and makes things easier across the board.

It’s not about one killer feature. It’s about removing friction everywhere, less mental load, cleaner data, more coaching. Everything just flows better.

Claap didn’t just save time. It helped Evaneos build more scalable systems, reduce churn risk, and set a new standard for how their partner-facing teams operate.

We’re convinced Claap helps us have stronger partner relationships, and that leads to better performance.

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