Kelly Xu

AMA: Glean Head of Solutions Marketing, Kelly Xu on Market Research

May 19 @ 9:00AM PT
View AMA Answers
Have you been using AI notetakers with specific prompts to analyze sales calls? I'm looking to gather customer insights and identify trends that can inform our product and go-to-market strategy. If you have, I'd love to hear about your process and the tools you're using.
I'm exploring FathomAI for summarizing sales calls (they have some cool templates!), but I'm wondering how to efficiently analyze those summaries for trends and insights. Ideally, I'd like to use AI to review the summaries weekly and highlight key takeaways. Are you using this approach or a similar one? I'm open to other processes for collecting insights from sales calls and would love to hear what's working for you.
Kelly Xu
Glean Head of Solutions Marketing | Formerly Snowflake, DocuSignMay 19
I actually use Glean to analyze sales calls. Glean connects to Gong and extract insights from there. Sales calls is only a subset of insights that feed into our overall r...
...Read More
727 Views
1 request
Kelly Xu
Glean Head of Solutions Marketing | Formerly Snowflake, DocuSignMay 19
In the age of AI, market dynamics shifts constantly and info gets outdated so quickly. For example, my team just did a competitive analysis by industry and realized we sh...
...Read More
405 Views
1 request
Kelly Xu
Glean Head of Solutions Marketing | Formerly Snowflake, DocuSignMay 19
There are three aspects to make this successful:First, setting a solid foundation during the onboarding period so they have a deep grasp of our product, target personas a...
...Read More
427 Views
1 request