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Windows show client conversations with highlighted keywords, a recorded new hire exercise, and a new hire exercise pop up.

Einstein Conversation Insights

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.

Beat the competition with conversational intelligence software.

Get the intel you need to close more deals — fast.

Unblock deals with customer signals.

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.

A window shows a recorded customer call with highlighted key points and a pop up shows competitor and objection insights.

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.

A pipeline inspection window shows opportunitiy score, contextual competitor mentions, and a "close date pushed" alert.

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.

A report window shows opportunities and competitor mentions, sum of opportunity amount, name, stage, and keyword.
A window shows a recorded customer call with highlighted key points and a pop up shows competitor and objection insights.
A pipeline inspection window shows opportunitiy score, contextual competitor mentions, and a "close date pushed" alert.
A report window shows opportunities and competitor mentions, sum of opportunity amount, name, stage, and keyword.

Automate administrative tasks.

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.

A window shows a recorded call, call info, transcript snippet with contectual highlights, and tagged conversation insights.

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.

A window shows a recorded call, call info, Einstein insight tags, and action items with contextual snippets from call.

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.

A window shows a recorded product demo, highlights where budget and pricing are discussed, and a list of follow-up actions
A window shows a recorded call, call info, transcript snippet with contectual highlights, and tagged conversation insights.
A window shows a recorded call, call info, Einstein insight tags, and action items with contextual snippets from call.
A window shows a recorded product demo, highlights where budget and pricing are discussed, and a list of follow-up actions

Scale onboarding and coaching.

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.

A window shows a video call, a button to add to a collection, call collection options, new hire milestones, and an exercise.

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.

A window shows a Salesforce email with a list of conversation insights, coaching recommendations, and a watch call button.

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.

A window shows a sales call video with transcript snippets, talk/listen call stats, and a button to go to longest monologue.
A window shows a video call, a button to add to a collection, call collection options, new hire milestones, and an exercise.
A window shows a Salesforce email with a list of conversation insights, coaching recommendations, and a watch call button.
A window shows a sales call video with transcript snippets, talk/listen call stats, and a button to go to longest monologue.

Get the most out of conversation intelligence software with partner apps and experts.

Accelerate revenue growth with thousands of pre-built and consultant offerings on AppExchange. Check them out today.

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Einstein Conversation Insights FAQ

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.