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This guide explains how to navigate and use Sales Intelligence tool in x-bees to effectively to gain insights from calls and conferences. Created: April 2024 x-bees documentation: x-bees documentation.link Permalink: https://wildix.atlassian.net/wiki/x/uxTOAQ |
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Introduction
Sales Intelligence is a powerful tool designed for sales managers and professionals to empower with valuable insights and information to improve their sales processes, strategies and overall performance. . It is designed to provide a comprehensive view of customer interactions, market, enabling sales professionals teams to make informed decisions and drive successful outcomes.Sales Intelligence is a powerful tool designed for sales managers and professionals.
to improve your sales processes, strategies and overall performanceIt empowers you with valuable insights and information to. It allows you to effectively analyze and extract valuable details insights and information from your sales interactions meetings with customers and gain a deeper understanding of your sales interactions, identify areas for improvement, and drive sales performance.
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
Access Sales
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Intelligence
- Navigate to Sales Intelligence tab on x-bees left side panel
- Sales Intelligence includes the following tabs:
- All: shows a list of all calls and conferences
- Your calls: only shows calls and conferences you participated in
- Company: shows calls and conferences within your company in which you did not participate
- Custom tabs: shows a custom list of calls and conferences after saving dedicated filters (see the chapter below for details)
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Filter calls and
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conferences
Upon accessing Sales Intelligence, you see a list of recent calls/ conferences. The list is sorted by time, displaying the latest calls/ conferences first. You can use the following filters to refine your search:
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By default, only recorded calls/ conferences are displayed. For calls and conferences that were not recorded, it is not possible to listen to the audio or view the transcription. However, for conferences there is visualization of how much participants were speaking. |
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Views calls and conferences details
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Select any specific call/ conference from the list, the details of the call/ conference open. The details section provides a comprehensive view of a specific call or conferenceto open its comprehensive details. On the right side, you will find the Highlights, Comments and Info sections (read the next chapters for detailed description). On the main screenside, you have the options to :
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listen to the call/ watch the conference 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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. Additionally,
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you can listen to a specific speaker. Under the call/ conference section, you can see the percentage of the agent's or client's talking, as well as the talking speed (number of words per minute).
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Interruptions are moments during the call when participants were talking at the same time
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. Additionally, you can download the audio recording or transcription for offline access.
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.
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Solution: The manager reviews call recordings, analyzes comments and provides feedback to team members. This helps in identifying areas for improvement, sharing best practices and guiding team members towards more effective sales techniques.
- Use case 3: Sales performance evaluation
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.
Solution: The manager uses Sales Intelligence by reviewing call recordings and analyzing actions of each team member. By assessing the data, they can then provide personalized feedback, identify training needs and recognize top performers, leading to improved individual and team performance.