Insights
Recording needs to be on for questions and next steps to be captured.
Insights capture questions and next steps in real-time from any participant who has given consent. They also include any coaching moments a seller or their team receives.
Usage Instructions
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 Meeting Hub , sellers and their team can view and answer questions as well as use them to navigate the transcript quickly.
Next Step Detection
When recording is on, the "Next Steps" tab will show the real-time detection of follow-up and action items from any participant who has given consent.
Next Steps from participants who have not given consent for transcription won't have their questions detected.
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.
From within the Meeting Hub , sellers and their team can view and complete next steps.
Coaching Moments
Notifications related to soft skill coaching that come up during your meeting, can be found in the insights tab.
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Filtering
Both during and after the meeting, you can filter by the type of insight and who the insight was for.
For example, you can focus on just the questions asked by your any of your buyers. Or, any next steps mentioned by you.