Page Comparison

Introduction

Sales Intelligence is a powerful tool designed specifically created for sales managers and professionals.   It is designed to provide offers a comprehensive view of customer interactions, market, enabling sales teams to make informed decisions and drive successful outcomes.It empowers you with to. It allows you to effectively empowering sales teams to analyze and extract valuable  insights and information insights from your meetings with customers and their meetings. With Sales Intelligence, you can gain a deeper understanding of your sales interactions, identify areas for improvement, leading to higher customer satisfaction and increased sales.

Requirements

• x-bees SuperBee license
• ACL rules "Can see analytics" and "Can see call recordings"
• Calls and conferences being recorded and transcribed; to enable call transcription, set TRANSCRIBE_RECORDED_CALLS=yes parameter in Dialplan Settings

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Select any specific call/ conference to open its comprehensive details. On the right sidearea, you will find can explore the Highlights, Comments and Info sections (read the next chapters for a detailed description). On the main sidearea, you have the options to listen :

• Listen to the call (audio)/ watch the conference (video) recording or switch to the transcription view.

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• You can change the audio/ video speed to listen at a faster or slower pace

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• Listen to the dialogue of each participant in the audio or video recording
• Under the call/ conference section,

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• view the percentage of the agent's or client's talking, as well as the talking speed (number of words per minute). Interruptions are moments during the call when participants were talking at the same time

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• Download the recording or transcription for offline

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• access and share its link with specific participants who have access to Sales Intelligence
  
  

Highlights

The Highlights section provides valuable information and insights about the call/ conference. It includes a summary of the conversation, key points, next steps , and more. By reviewing the Highlights section, you can quickly grasp the key information from the call or conference, enabling you to take appropriate actions and make informed decisions. 

For external meetings, the following highlights are available:

• Customer insights: captures important details about the customer preferences, needs, challenges and any other relevant insights gathered during the call/ conference

• Key points: summarizes the main points discussed during the conversation, highlighting key topics , decisions, or agreements reached

• Competitive information: captures any information gathered regarding competitors, their strategies, products or market positioning

• Implementation timeline: provides details about the proposed implementation timeline. It may include milestones, deadlines , or any other relevant time-related information

• Budget: records information about the discussed budget or financial aspects of a project or deal

• Customer response: focuses on the customer's response, feedback or suggestions during the call/ conferencesuggestions 

• Sales proposals: records any sales proposals, offers or recommendations made to the customer during the conversation, including pricing, packages, or terms

• Action items: lists the specific tasks or actions that need to be taken as a result of the call/ conference. It helps in identifying the follow-up actions and responsibilities assigned to team members

• Next steps: outlines the planned next steps or actions to be taken after the call/ conference, including follow-up meetings or further engagements with the customer

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• Topics: summarizes the main discussion points or agenda items covered covered during the meetingcall/ conference

• Review: highlights any review or feedback. It enables to recall important feedback shared and track progress on specific tasks or projects

• Progress: highlights the progress made on ongoing initiatives or projects. It ensures that updates on various tasks or goals are tracked and monitored effectively

• Issues: provides details about any problems or challenges that were discussed during the meeting
• Decisions: captures the decisions made during the meeting. It ensures that the outcomes and actions resulting from the meeting are clearly documented and can be easily referred to laterduring the call/ conference
  
  

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The Comments section allows you to start a conversation discussion with colleagues participants or leave a personal feedback regarding a the specific call/ conference.

• To start a conversationdiscussion, click Open chat. When you write a comment, a dedicated conversation named "Comments | Call/ conference title" is created with all agents (internal users) involved in the call/ conference
  
• To  leave a personal feedback, select a user participant from the list. This allows you to provide individual opinions that may not be relevant to the entire group
  
  

Info

The Info section provides essentials essential details about the call/ conference. It includes information such as the date, duration, status, country, location, direction (inbound or outbound), language, PBX serial etc.

Use cases

Here are a few use cases that demonstrate the practical applications of Sales Intelligence:

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Scenario: A sales manager wants to improve their team members skills and improve overall sales performance. However, they face challenges in identifying areas for improvement improvements and providing targeted feedback.

Solution: The manager reviews call recordings, analyzes comments and provides feedback to team members. This helps in identifying areas for improvementimprovements, sharing best practices and guiding team members towards more effective sales techniques.

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Scenario: A sales manager wants to assess the performance of their sales team members and provide constructive feedback for improvements. However, they lack comprehensive insights into their communication and negotiation skills.

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