Question: Is there a solution that integrates with videoconferencing software and provides real-time updates to CRM software?

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Sybill

Sybill is an AI sales assistant that can update CRM systems, generate follow-up emails and offer insights based on customer interactions. It works with Zoom, Meet and Team videoconferencing software and with CRM tools like Salesforce and Hubspot. Sybill features include DealSync for updating CRM systems immediately, Magic Summaries for summarizing calls accurately and AI Follow-up Email for sending personalized emails. It can help sales reps work more efficiently by automating some tasks and offering more useful information.

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Attention

Another option is Attention, which offers automated CRM updates, sales forecasting and real-time sales coaching during calls. It can integrate with videoconferencing, CRM and email software, so it's a good option for sales teams that want to use it to improve their workflow and conversion rates. Attention offers features like customizable triggers, AI-generated follow-up emails and cross-call insights, so sales reps can keep track of what's going on and focus on closing deals.

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WINN.AI

If you want something that updates CRM systems as smoothly as possible and tracks playbooks in real time, WINN.AI is another option. It can automate data capture, CRM updates and playbook conversations in real time, and it works with Salesforce and HubSpot. The tool also offers features like AI-generated emails and real-time playbook tracking, so sales reps can keep their CRM data up to date and adopt playbooks more easily. WINN.AI is designed to keep sales reps from spending too much time on busywork and to keep them selling, with security and compliance protections.

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