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.

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Kelly Xu

Glean Head of Solutions Marketing | Formerly Snowflake, DocuSign • May 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 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

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Chandra Patel

Salesforce Senior Director of Product Marketing • May 20

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

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