Let Einstein flag key moments across every sales conversation. See exactly what customers like and dislike about competitors, without listening to the entire call. Instantly spot customer objections, attitudes on pricing, and questions asked. Add in unique keywords for Einstein to flag, such as competitor products, features, or any mentions crucial to closing deals.
Go directly from call insights to transcript fragments related to each specific mention whenever more context is needed. Move deals forward fast with transcript snippets and insights related to opportunities — delivered in the flow of work.
Visualise conversation trends across teams, reps, opportunities, or opportunity amounts with ease. Identify trending topics or areas of competitive risk in seconds by seeing the frequency of specific mentions over time. Compare customer signals captured in conversations with different reps or teams. Review call insights related to piped opportunities.
Get rid of manual call logging and note-taking. Automatically transcribe all voice and video calls into 16 different languages from call recordings. Highlight key moments in every conversation from day one by capturing standard mentions including objections, pricing, and next steps. Capture what is most important by adding custom mentions, such as competitor or product names.
Task reps with follow-ups based on mentions captured in a call. Create tasks in an instant to address next steps, action items, scheduling, and customer questions directly in CRM. Assign tasks to a given rep or other sales team members and quickly link them to the right opportunity.
Help reps stay on top of tasks with automated alerts. Remind sellers of outstanding follow-up items from conversations to ensure they are delivering a positive experience to all your customers.
Create playlists of successful calls so reps can replicate what works. Hand-pick the best conversations from top performers into dedicated call collections. Share the collections across the team or with selected reps. Then use those best practice collections to scale onboarding or coach on a specific skill, such as how to handle objections or enlist executive sponsor for the deal.
Keep reps learning and inspired with daily coaching recommendations. Send personalised call insight emails to rep mailboxes that highlight fresh selections of the most relevant call recordings, summary of insights, and details from the opportunity the call is related to.
Share feedback in context by highlighting and commenting on relevant parts of the conversations. Review talk-listen ratios, speaker tracks, specific mentions, and duration of the calls to speed up onboarding or offer coaching reps need most.
Einstein Conversation Insights has been invaluable when it comes to digital coaching and reinforcing best practices for our sales team. The ability to share what messaging is most effective across our remote workforce has made all the difference in this hybrid world.Dain RasmussenSVP Sales, Inspirato
Conversation intelligence software is a tool that uses artificial intelligence and machine learning to analyse customer interactions with sales and customer support teams. It helps businesses gain insights into customer needs, improve sales performance, and enhance customer experience.
Conversation intelligence software offers several benefits, improved sales coaching, better customer insights, increased sales effectiveness, reduced customer churn, and enhanced collaboration between sales and customer support teams. It also helps businesses identify areas for improvement to refine their approach and improve conversion rates.
Einstein conversation insights is a conversation intelligence tool offered by Salesforce. It uses natural language processing and machine learning to analyse customer interactions and provide insights to improve sales performance and customer service experiences.
Einstein Conversation Insights offers several benefits, such as improved sales effectiveness, reduced response times, increased customer satisfaction, and scalable coaching practices. It also helps businesses identify trends and opportunities in customer interactions, and improve their sales and support processes accordingly.