For customizable templates to structure and organize sales call data, SpeakStruct is a great option. It lets professionals record voice input and convert it into structured documents or data using templates they can customize. With technology like advanced AI and natural language processing, SpeakStruct is applicable to sales and marketing and has a template builder that lets you create a consistent, structured format from voice input.
Another option is Specific, which focuses on sales call analytics. It offers pre-built templates like MEDDPICC, SPICED and BANT to structure data. Specific integrates with common calling apps like Zoom, Gong and Fathom, and it can import data with CSV files for historical analysis. The company also offers weekly reports so you can make data-informed decisions and track sales performance.
Momentum is another AI-powered tool designed to turn sales and customer insights into data-driven actions. It can process large-scale call data, automate repetitive tasks and improve data quality. Momentum offers AI-generated call summaries, automated Salesforce field updates and personalized email follow-ups, and it can be a good choice for high-performing revenue teams.
For those who want a full-fledged CRM system, Attio offers a customizable approach with powerful templates and blocks. It's a flexible foundation that can be used to build the ideal workflows for scaling businesses. Attio offers real-time data analysis, automatic data synchronization and multiplayer collaboration, which makes it a good fit for startups and high-growth companies that need a more customizable and flexible CRM.