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
Conversational intelligence software offers the ability to see insights and trends surfaced from voice and video calls. Calls are recorded and analysed 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.
Salesforce has all kinds of add-ons, apps, and additional products to help your company stay ahead in your industry. Call us at (+44) 8000868530 to discuss exactly what kind of products you’re looking to add and how we can help.
You can purchase licenses of Salesforce Essentials with a monthly or annual contract. To get started, sign up and purchase Salesforce Essentials directly from a free trial. All other subscriptions are generally paid annually in advance.
Most Salesforce products use annual contracts, but Salesforce subscription terms vary, like Salesforce Essentials, which offers monthly or even multiyear payment options. Chat with a sales representative to discuss payment and billing options for your products.
You can add products or upgrade at any time, but some products may need to scale together. Reach out to our sales department at (+44) 8000868530 to see what works for your business.
We offer several advisory, adoption, and support plans to our customers. To learn more, visit the Customer Success Group.