Sales call summary

What it produces

Summary of the sales call: customer and participants, needs and problems the customer expressed, products or services discussed, budget and timelines mentioned, objections and how they were answered, level of interest, and next steps with the person responsible and date.

Example result

Fictional data. With your recording, every fact links to the minute it was said.

Summary of the call with Distribuidora Norte

Customer and participants

Distribuidora Norte: Patricia Lomas (operations) and Mario Vega (purchasing). On our side, Diego Salazar.

Needs

Stop tracking orders in spreadsheets, where they get lost 00:04:15.

Objections and responses

Price above the current supplier: a volume discount was offered 00:09:12.
Rollout before January: a six-week plan was proposed 00:11:30.

Level of interest

High: they asked for the proposal in writing and a demo for their team 00:17:05.

Next steps

Diego Salazar sends the discounted proposal and the rollout plan on Thursday 00:18:40.

Customer objections

Table of the customer’s objections, doubts or concerns, with the columns: Objection, Customer’s exact words, Answer given, Was it resolved?, Suggestion to answer it better.

Table

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