Sell faster with conversation intelligence software built directly into CRM. Automatically transcribe recorded voice and video calls. Unblock deals and get the next steps with auto-captured conversation insights. Identify conversation trends and coaching moments with ease. Compile playlists of successful calls so reps can replicate what works and outsmart the competition.
Get the intel you need to close more deals — fast.
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.
Visualize 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 recorded voice and video calls. 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 personalized 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.
Start by selecting your Sales Cloud edition. Some editions already include Einstein Conversation Insights right out of the box. For the others, you can easily add Einstein Conversation Insights at these price points.
This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
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
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Conversational intelligence software offers the ability to see insights and trends surfaced from voice and video calls. Calls are recorded and analyzed for mentions of specific keywords and phrases.
No, Einstein Conversation Insights does not record calls. Rather, it is an AI feature that processes audio recordings and surfaces insights.
NLP is AI that recognizes language and its many usage and grammar rules by finding patterns within large datasets.
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