In the traditional sales process, sales representatives often face challenges such as the need to manually log calls, notes, transcripts, and meetings into the Customer Relationship Management (CRM) system, which can be time-consuming and distracting. Additionally, onboarding new sales reps can be a lengthy process without a structured learning platform. Furthermore, providing timely coaching and feedback to sales reps during calls can be difficult.

AI-powered solutions can automate various tasks in the sales process. These solutions can automatically log calls, notes, transcripts, and meetings into the CRM, allowing sales reps to focus more on the conversation and less on administrative tasks. They can also provide a platform for new sales reps to learn from past successful sales calls, streamlining the onboarding process and helping uncover the formula for closing deals. Furthermore, these solutions can facilitate on-the-spot coaching by allowing managers to leave comments at specific parts of calls and flag important moments. These AI solutions often integrate with various collaboration platforms, ensuring that meeting notes, transcripts, and recordings are automatically synced to the places where the team already works.