Learn how to leverage AI to automatically analyze sales calls, provide instant feedback, and track key metrics like deal closure and contract value. This workflow helps sales teams improve performance and close more deals at scale.
Chapters
00:00
Introduction
Using AI to provide instantaneous feedback for sales teams.
00:21
Workflow Overview
00:31
Analyzing Sales Calls
01:12
Automation Options
Transcript
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00:00
what I'm going to show you in this quick video is how we use AI to replace our sales manager or leverage the sales manager that we currently have at scale to make sure that sales teams aren't screwing up and missing deals to give them instantaneous feedback on all their calls and conversations so they instantly get quality improvement.
00:18
This has been a huge game changer for my company overall.
00:21
So what we can do for an example is is I can have it set up in one of two ways.
00:25
I can automate this automatically after every single call or I can set up some kind of dashboard like this.
00:31
So what I can do is take like hey, one of my Fathom sales calls for example.
00:35
I can copy the transcript of this call from Fathom.
00:39
I can now go into this is part of my software that I have.
00:42
I can paste the transcript in and then I can run it.
00:48
Now what you'll see is it'll summarize the call.
00:50
Was it closed, yes or no?
00:51
How much cash was collected?
00:53
What was a contract value, overall call performance, one call to call.
00:58
It'll rank every single, you know, tonality, pacing control, etc.
01:03
ASM1 number one most effective improvement.
01:05
Another notable context questions, pain points.
01:09
Really good instantaneous feedback.
01:12
So I can either do this in a software just like I'm showing you guys now, or we can switch it to automatically be done after every single sales call in Slack or Gmail and I'll show you that here in a second.
01:23
So I just switched over to Slack and this is how I set it up to automatically be done.
01:27
After every single sales call inside of my company, whether it's an intro demo, if they phone a conversation, they have a video conversation.
01:35
Every single conversation, regardless of how they're happening, is in this Slack channel.
01:40
So you can see, you know, all the information was a client close.
01:44
I can click the Fathom call recording link and and review it really quickly.
01:47
It'll give me a summary.
01:49
Key details number one most effective improvement.
01:53
They will rank other notable context, prospect, intelligent objections and discovery questions.
02:00
This just helps so so much with one you knowing as a manager, as an owner, if your sales team is screwing up, it can direct those calls and flag them.
02:10
so it'll rank them scale of 1 to 10.
02:12
And any call below a 7 out of 10 gets flagged for review by the sales manager or by myself.
02:18
So I can know if guys are screwing up on calls that they shouldn't be.
02:22
And then I can also just double check, make sure everything's super clear.
02:26
And your sales team will be a lot more buttoned up with this because they know that you're gonna see instantaneous feedback.
02:32
Then your setters or closers or everybody doesn't have to be like, hey, what happened on this call?
02:36
How did that call go?
02:37
Everybody can see fully transparently how each call is going inside the company.
02:42
We can also take these automatic transcripts, add them to one big Google Doc So you can pull a Google Doc that has every single transcript of every single sales call in your company to train LLMs to ask, you know, ChatGPT Claude for your feedback.
02:56
We also have it in a Google Docs sheet which will outline every single call in a column.
03:02
You know, what happened on that call, how did it go, et cetera.
03:05
And that allows us to then go in there and, and look at our data in a big broader format, which is absolutely fantastic.
03:13
So this one saved me so much money, allows me to instantaneously see how every single call went and get that instantaneous feedback for me, my closers, my setters, my sales managers, et cetera, and help us drive a ton more revenue.
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