Automated alerts pops up as a result of insights pulled from a call transcript between a customer and two sales reps.

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.

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.

Automated prompts pop up as the result of a conversation in a video call.

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.

AI shows competitor mentions within a call transcript.

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 metrics on conversation trends like top mentions.
Automated prompts pop up as the result of a conversation in a video call.
AI shows competitor mentions within a call transcript.
Get metrics on conversation trends like top mentions.

Automate administrative tasks.

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.

AI cites specific keywords in a call transcript, including pricing, quotes, and budget.

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.

AI cites follow up tasks from within a call transcript, like set up a call or send over times in an email.

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.

AI alert pops up to tell the user to follow-up tasks.
AI cites specific keywords in a call transcript, including pricing, quotes, and budget.
AI cites follow up tasks from within a call transcript, like set up a call or send over times in an email.
AI alert pops up to tell the user to follow-up tasks.

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 best practice call within a collection plays. Playlists include topics like pricing and challenges.

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.

An AI-generated email tells the user that 70% of their questions are yes/no, and suggests using more open-ended questions.

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 rep comments on an automatically generated call transcript to ask another rep for pricing insights.
A best practice call within a collection plays. Playlists include topics like pricing and challenges.
An AI-generated email tells the user that 70% of their questions are yes/no, and suggests using more open-ended questions.
A rep comments on an automatically generated call transcript to ask another rep for pricing insights.

Get the most out of Einstein Conversation Insights 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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Carol Liao, Sales Operations, Vanta

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Frequently asked questions.

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 recognises language and its many usage and grammar rules by finding patterns within large datasets.