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Discuss the value of conversation intelligence

  • 9 Topics
  • 11 Replies
9 Topics
sabrinaboyd
Lofter
sabrinaboydLofter
published in Conversations
5 Reasons Why We Love Meeting Agents

Hey Salesloft Champions! 👋Sabrina Boyd here, a Customer Success Manager at Salesloft, and I'm personally using Meeting Agents every single day! It makes my life as a CSM so much easier, and I promise you, it's a super helpful tool for anyone who talks to customers and for all our amazing sellers. 🤩 This great tool is available right now, and it's helping so many of you achieve incredible efficiency and impact in your daily interactions.We all know the struggle: back-to-back Zoom calls, promising follow-ups, then trying to remember everything at the end of the day. Meeting Agents changes all that!Here's why our customers (and I!) are absolutely loving Meeting Agents because it helps us reach our Goal of being fully present, truly understanding what our prospects need, and focusing on bringing maximum value to our customers and closing deals:What makes it tough (Challenges):Forgetting call details after many calls. Having to write too many notes and not being able to truly listen. Wast

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sabrinaboyd
Lofter
R
Champion
RenskeChampion
asked in Conversations
Default mobile phone in dialer as number1

Any suggestions on the idea to set Preference for which phone number to use in dialer? Eg we have mobile as preference but we need to switch every time. Yes we can map our numbers differently but will have confusing naming conventions in the system.

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R
Champion
A
Champion
ArthurLorenteChampion
asked in Conversations
How to access Conversation Intelligence data on Salesforce?

Hi all,I have tried this a few times without success so thought I would ask the community.Has anyone had success pushing Conversation Intelligence data to Salesforce? It is pretty useless for us right now given that the information is locked into Salesloft and I cannot push it to an activity record. They just updated the API documentation (Fetch an extensive conversation | Salesloft API) allowing us to fetch basically any data we want from conversations but it is somewhat useless since I cannot pass a conversation ID along to an event. I was hoping to use Clay to create some systematic actions based on transcript content but I am at a loss on how I could do that without manually exporting conversation IDs every so often and then somehow manually linking them to their respective accounts, opportunities, etc.

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john.wood
Lofter
J
Champion
JessicaChampion
asked in Conversations
MS Teams Meetings not uploading to Salesloft

Hello all!Not sure if this is the right place to ask this. Please point me to the right direction otherwise.Does anyone has an issue with MS Teams meetings not uploading to Salesloft?Thank in advance for any tips and trick you can share regarding this. :) 

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J
Champion
O
Champion
OliviaRundioChampion
asked in Conversations
Issues with Zoom Meeting Recordings

In the past 30 days we’ve had about 171 incomplete Zoom Recordings. I’ve surfaced this 2X in Salesloft office hours but with no resolve to our issues and am curious if other admins have found tips to prevent issues. From what I can see, Zoom settings are enabled, Calendar syncs are on, Video Conferencing is on, but we are still seeing incomplete calls. 

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Alice Bedford
Discussions Moderator
Salesloft_Rob
Discussions Moderator
Salesloft_RobDiscussions Moderator
posted in Conversations
The Public Sector and Call/Meeting Recordings

📣 Calling all Public Sector Sellers  📣 Does your organization have a team selling into PubSec? If so, how are you handling Call Recording best practices? Whether it’s calls made through the Dialer or recorded meetings with Zoom, Google Meet, etc. I want to hear from you in the comments!  Do you a have recording message announced at the start of call/meeting?  Are you asking to record calls/meetings prior to recording?  Are you auto recording all calls/meetings, unless specifically asked to not record by meeting attendee?  Do you keep your call recordings for a specific amount of time?  I have a customer ramping up their efforts to create a PubSec selling team, so I’d love to hear what’s worked well for your sellers, any best practices you’ve defined, and how you handle security and compliance concerns around recording. If you’re open to an exploratory conversation with my customer to share your expertise here, I’m not afraid to send you some Salesloft swag in return 😁  

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A
Champion
miminoto
Lofter
miminotoLofter
posted in Conversations
Takeaways from our first Admin Essentials session on Salesloft Conversations!

Salesloft Conversations leverages powerful AI to transcribe, analyze, and summarize every conversation to save your team time and sell more confidently.In our first session, our very own David Harris and Joshua Keeler discuss the benefits and setup of Salesloft's Conversations within organizations. They explore how to configure Salesloft to integrate with web conferencing platforms and demonstrate how frontline users can effectively utilize conversation recordings to improve performance and facilitate collaboration. Additionally, they cover best practices for capturing, transcribing, and leveraging call data to enhance team efficiency and engagement.The webinar focuses on the benefits and configuration of Salesloft's conversation tools, aiming to improve sales team efficiency and collaboration. The tool captures and processes recordings of calls and web meetings, providing transcriptions, summaries, and action items to streamline follow-up processes. Configuration includes enabling con

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miminoto
Lofter
C
Champion
Christopher BChampion
posted in Conversations
Sales Analytics Reports

I work within Sales Operations. We deal with Analytics a lot.What are your most valuable Salesloft reports for your business?Recently we have been trying to look at the number of conversations that our Sales Reps record in Conversations vs the total external meetings they have to find the ratio. 

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D
Champion
Salesloft_Rob
Discussions Moderator
Salesloft_RobDiscussions Moderator
published in Conversations
Be a CS Champion with Conversations

Hi Champions! Salesloft-Rob here with a CS-focused use case for Conversations.  As a West Coast CSM supporting mostly Eastern Time customers, I regularly find myself going back-to-back -- and I'm not talking about Drake or the Golden State Warriors 2017-2018 championship titles. I'm talking about back to back meetings from 8:00am-2:00pm.  Two features that Conversations make me feel like a Champion -- Key Moments and Meeting Follow-up Play. Without them, I'd feel swept like a Portland Trailblazer, Utah Jazz, and San Antonio Spur.  Sending a recap email with action items is not only a best practice but an expectation in my world. These follow-up emails improve your customer experience, show you are listening, AND taking action. In fact, this level of attention-to-detail has often been the experience that helps secure a renewal in our competitive landscape.  Key Moments has helped me quickly surface CSAT issues that customers tend to bring up.  A quick way to do this, is to toggle on the

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Salesloft_Rob
Discussions Moderator
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