During a Meeting, when recording is enabled, Salesroom will capture Questions, Next Steps and Coaching Moments in real-time from any participant that has given consent. This allows you to keep focused on the Meeting knowing that important information is being noted for you. During or after the call you can quickly filter insights by type and participant.
🗣️ Insights are powered by Recording. If recording is turned off then insights will be turned off too.
Question Detection
Capturing questions during calls has four main benefits.
Safety net. A key goal of Salesroom is to be there for you to listen actively. Part of that is being a partner listening on your behalf and trying to capture important information for you.
Group sourcing answers. When there are multiple participants in a call from either side, there is no reason they can't all be empowered to contribute towards answering questions quickly.
Learning what others find important. When participants feel a question is important, they can pin it, bringing what matters to the top of the pile, helping everyone focus their efforts.
Everything is in one place. There is a single place for questions and answers to live, which removes friction and allows for increased alignment.
From within the , sellers and their team can view and answer questions as well as use them to navigate the transcript quickly.
Next Step Detection
The best way to capture a next step is to use trigger words, just like when using Siri or Google Assistant. Saying things like "I will follow up with..." or "As a next step, Julie agrees to..." means items will be captured in a more actionable way. Capturing next steps during calls has four main benefits.
Safety net. A key goal of Salesroom is to be there for you to listen actively. Part of that is being a partner listening on your behalf and trying to capture important information for you.
Alignment. Assigning next steps during or after the call for everyone to see and be informed of, allows for increased alignment and helps move the process forward more effectively.
Learning what others find important. When participants feel a next step is important, they can pin it, bringing what matters to the top of the pile, helping everyone focus their efforts.
Everything is in one place. There is a single place for the next steps and who owns them to live, which removes friction and allows for increased alignment.
Coaching Moments
Behavioural Notifications related to soft skill coaching that come up during your meeting, will be found in the insights tab.
