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.

Answer

2 Answers

Influencing the Product Roadmap Market Research AI and Product Marketing Product Marketing Tools Product Marketing Productivity Hacks

Kelly Xu

Glean Head of Solutions Marketing | Formerly Snowflake, DocuSign • 1mo

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 research. I also ask Glean to pull information from slack, Google Drive, internal call recordings, customer support tools, 3rd party research we subscribe to, as well as external info from the internet. Depends on the topic, we do a combination of ad-hoc analyses and regular scan of key topics, competitive dynamics or emerging pe ...Read More

1,565 Views
Chandra Patel

Salesforce Senior Director of Product Marketing • 1mo

I love that you are thinking about this! Using AI to analyze sales calls is a fantastic opportunity and it's an untapped wealth of information. A couple of things. I don't start with specific prompts to the AI notetaker. I want the AI notetaker to take everything in, so I have the full, unfiltered data. I consider it the raw material, and remember that AI can go through everything fast so you don't need to filter it to start. From there, I use prompts to identify trends of interest such as key m ...Read More

2,235 Views

Upcoming Event

Crafting Go-To-Market (GTM) Strategy

Start in …

Related Ask Me Anything Sessions

CMO - Next Gen Platform at Salesforce, Desiree Motamedi on AI and Product Marketing

September 23 @ 9:00AM PT

Salesforce Product Marketing Director | AI, Data & Apps Portfolio, Nicole Smayling on AI and Product Marketing

July 7 @ 10:00AM PT

View Answers

Atlassian Head of Portfolio PMM, Lara McCaskill on AI and Product Marketing

July 1 @ 10:00AM PT