As a sales representative or someone who works by making sales calls to clients, it is imperative for you to always look back and analyze how you performed and see how to improve your sales game.
However, suppose you make numerous calls every other time, you may not get enough time to record and review them. This is why it is now, more than ever, crucial for you to know how to summarize a sales call with AI.
This post takes you through the nitty-gritty of summarizing sales calls, focusing on:
- What a sales call summary is and why it is important;
- Considerations to factor in when summarizing a sales call;
- How to summarize a sales call with AI.
What is a Sales Call Summary?
A sales call summary is a brief recap of a sales conversation or meeting between a sales professional and a prospective customer or client. These calls can either be done on a telephone or online meeting app.
A sales call summary is a valuable tool for sales teams and individuals, providing a snapshot of the essential points, meeting takeaways, and critical insights from the call.
Why Summarize Sales Calls?
Sales calls are treasure troves of information, but manually extracting actionable insights can be time-consuming and prone to human error. This is why it is important for you to learn how to summarize a sales call with AI. Here are some benefits of summarizing a sales call:
-
Data-driven decisions
Summaries provide a source of data and insights that can be used to inform sales strategies, product development, and customer relationship management.
-
Customer relationship management
Keeping detailed call summaries in a CRM system helps maintain a historical record of interactions with clients, offering valuable context for future conversations.
-
Smoother handovers
When salespeople change or hand off accounts, detailed call summaries ensure a seamless transition and continuity in the customer relationship.
-
Time savings
Summarizing sales calls with a structured approach reduces the time spent searching for critical information in lengthy call recordings.
-
Accountability
Call summaries can be used as documentation for agreements, commitments, or dispute resolution, holding both the salesperson and the customer accountable.
As it is evident that summarizing sales calls provides a plethora of benefits, it is important to note that doing so manually can last a long time. This means you need to discover better ways to get this done, and this is where the use of AI systems comes in.
Knowing how to summarize a sales call with AI enables you to save time and other resources that could have been used in the summarization process.
For starters, AI algorithms can quickly transcribe and summarize hours of sales call recordings in a matter of minutes, freeing up valuable time for sales professionals to focus on more critical tasks.
Moreover, AI ensures that call summaries are consistent in quality and structure, reducing variability that can occur with human summarization.
So, what does a sales call summary look like? Read on to find out what a good sales call summary should encompass.
The Anatomy of a Winning Sales Call Summary
A winning sales call summary is more than just a recap; it’s a strategic tool that can propel your sales efforts forward. It distills a wealth of information into a concise, actionable format.
To create an effective sales call summary, it’s crucial to focus on key aspects that provide a holistic view of the call and guide your next steps. Basically, it requires you to know how to write a meeting summary and what you need to include.
Let’s now look at the anatomy of a winning sales call summary, highlighting the essential elements and considerations for success.
1. The principal outcome of the sales call
The core of any sales call summary is the primary outcome. It should clearly state what was achieved during the call. This could be an agreement to move forward, the resolution of a customer’s concern, or even an initial expression of interest.
2. Actionable items
After a sales call, you should be able to ask yourself, ‘What next?’ This is why it is important to include actionable items within your sales call summary. Ensure to include action items, which are the tasks that need to be accomplished and who is responsible for each. This section ensures that everyone involved knows what steps to take next.
3. Include some personal context
A touch of personal context can go a long way in building relationships. Include any personal information or anecdotes shared during the call. Remembering and referencing these details in future interactions can help strengthen the bond between you and the customer.
4. Interests or pain points
Highlight the key interests or pain points discussed during the call. Understanding what drives the customer or what challenges they face is vital for tailoring your approach and solutions effectively.
5. Objections and resolutions
Document any objections or concerns raised by the customer and the resolutions or responses provided during the call. This helps in addressing similar concerns in the future.
6. Customer feedback
Include feedback and comments provided by the customer during the call. Whether it’s specific preferences, product features they like, or concerns they’ve expressed, this information is invaluable in tailoring your approach.
7. Competition and alternatives
If the customer mentioned considering other options or competitors, make a note of it. Understanding the competitive landscape is essential for differentiating your offering effectively.
8. Follow-up timeline
Specify when and how you plan to follow up with the customer. A well-defined timeline ensures that leads don’t go cold and that the sales process maintains momentum.
Although these are the main considerations to include in a call summary, the precise details you add may depend on your unique situation. This means you should know what information picked from the calls is vital to your organization. As a rule of thumb, it is vital for you to know how to organize meeting notes to ensure that your sales summary follows the right format.
So, how do you summarize your sales calls using artificial intelligence while factoring in all the above considerations? This is where Krisp comes in.
How to Summarize a Sales Call with AI
Krisp is a revolutionary AI transcription tool that you can use to generate accurate and helpful summaries from your sales calls. Krisp uses the latest and the most advanced transcription and speech-to-text recognition technologies to ensure that you get accurate transcriptions from your sales calls.
Moreover, getting started with Krisp is pretty straightforward.
Here’s how to summarize a sales call with Krisp AI:
Step 1: Create an account with Krisp and download the app
The first step is to head to the Krisp website and create an account. Thereafter, you have to download the Krisp app to your computer. The app is quite simple and easy to get and will take you less than a minute to download.
Step 2: Integrate with your meeting or call platform
Whether you are having a sales call with Zoom, GoToMeeting, or any other platform, Krisp can integrate with it seamlessly. To connect the two, simply head over to the settings of your preferred meeting platform and tweak the speaker and microphone settings to Krisp.
Step 3: Join or start your meetings
Once you have integrated Krisp with your meeting app, you can join or start your sales call as usual. Krisp’s AI meeting assistant jumps into action whenever your meetings begin, saving you the time you would have spent setting the tool every time.
Step 4: Access your meeting transcript
Once your call has ended, you can access your meeting transcript on the Krisp dashboard immediately after the call. You can scan through it and make any necessary edits, which includes jotting down the speaker names.
Step 5: Generate the sales call summary
Krisp’s AI note-taker makes it easy to access a summary of the call without going through the entire transcript. With the click of a button, you get presented with all the key meeting discussions, including decisions, observations, feedback, and action items.
Getting started with Krisp is not only simple but also free to do so. Elevate your sales calls experience and try Krisp for free today.
Frequently Asked Questions
How do I get started with AI-powered sales call summarization?
To get started with AI-powered sales call summarization, you simply have to select the right tool to use, such as Krisp. Using Krisp is pretty simple, as you only have to integrate your sales calls meeting platform, and you are good to go.
What information should be included in a summarized sales call report?
A sales call summary report can include many aspects depending on the organization. However, it is vital to have the basics, such as the chief outcome of the call, actionable items, and customer feedback.
Can AI tools identify sentiment in a sales call?
Yes, AI tools like Krisp can identify sentiment in a sales call. Using natural language processing (NLP) techniques, these tools can analyze the tone and language used in the conversation to determine whether the sentiment is positive, negative, or neutral.
How accurate are AI-generated summaries of sales calls?
The accuracy of AI-generated summaries of sales calls can vary depending on the quality of the AI tool. However, Krisp generally has some of the highest accuracy rates in the industry, ensuring that your transcripts and summaries do not require extensive editing.
