If you're looking for a tool that automates sales call summaries and updates CRM fields in real-time, Sybill is an excellent choice. It integrates with various platforms like Zoom, Gong, and Salesforce, and offers features such as Magic Summaries for accurate call summaries and DealSync for real-time CRM updates. Sybill also provides AI Follow-up Email and Custom Summaries, which can significantly enhance your sales team's productivity and CRM data accuracy.
Another great option is Attention, which offers one-click automated CRM updates, real-time sales coaching during calls, and AI-generated follow-up emails. It also provides features like live talktracks and real-time battlecards to guide sales conversations and handle objections. Attention integrates with video conferencing, CRM, and email providers, making it a versatile tool for streamlining sales workflows and boosting conversion rates.
Momentum is also worth considering. It captures large-scale call data and automates mundane tasks, such as AI-generated call summaries and automated Salesforce field updates. Momentum also offers real-time sharing of customer call insights and personalized email follow-ups, helping teams work more efficiently and make better sales decisions.
For a comprehensive solution, People.ai offers automation of prospect and customer activities, matching them to the correct contacts, accounts, and opportunities in CRM. It includes SalesAI for automating manual work and assessing account and deal health, and integrates with tools like Salesforce, Microsoft Dynamics 365 Sales, and Zoom. People.ai is designed to scale for enterprise customers and has been used by major organizations to improve sales performance.