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    Features/Sales Intelligence
    Sales Intelligence

    Every Sales Call.
    Automatically Analyzed for Revenue Signals.

    Sales Intelligence extracts deal-level data from every scored sales call — close rates, MRR contribution, service mix, promo usage, and the exact reasons deals were lost — without anyone manually entering data into a CRM.

    See It in ActionAll Features

    Close Rate Trend

    Win rate week over week. Spot seasonal dips, the impact of a training program, or the moment a new script started working.

    MRR by Week

    Total monthly recurring revenue from closed deals, broken down by week. See which agents and which call types are driving revenue.

    Sales by Agent

    Won and lost call counts, close rate, and revenue contribution for each agent. Rank by any column to surface your top performers.

    Service Mix & Plan Tiers

    Which services and price tiers are customers signing up for most? Use this to tune offers, identify upsell whitespace, and brief agents.

    Promo Usage

    Which promotions appear on won vs. lost calls? Surface which discounts are closing deals and which are being offered unnecessarily.

    Why Sales Were Lost

    AI-identified primary and secondary objection reasons from lost calls — price, timing, competitor, indecision, and more — ranked by frequency.

    How the Data Gets There

    Sales Intelligence does not require CRM integration or manual data entry. When a sales call is scored, the AI automatically extracts deal-level structured data from the transcript — outcome (won/lost/pending), plan tier, services discussed, promotions mentioned, price point agreed, and objection reasons raised.

    That data populates the charts automatically. Every bar, data point, or legend item on the page is clickable — drilling into it shows the individual calls behind the metric so you can verify the AI's extraction and hear exactly what was said.

    Who Uses Sales Intelligence

    Sales Director

    Review close rate trends weekly without requesting reports. See whether a script change, a promotion, or a new training program is moving the needle in revenue terms.

    Sales Manager

    Open the "Sales by Agent" chart each morning. Surface who is closing and who is struggling. Drill into a specific agent's lost calls to understand whether it's technique, pricing, or objection handling.

    Marketing / Product

    Check "Why Sales Were Lost" monthly. AI-extracted objection reasons from real customer calls are more reliable than post-call surveys — use them to refine offers and messaging.

    Operations

    Track service mix and plan tier distribution to ensure offer alignment. Identify whether agents are underselling premium tiers or leaning on promotions unnecessarily.

    Related

    Business Analytics →Churn Risk Insights →See Pricing →

    Revenue Signals From Every Call — Automatically

    No CRM entry. No manual tagging. Just score your sales calls and let Sales Intelligence surface the patterns. Book a demo to see it on your actual call data.

    Request a Demo

    Available on Growth and Professional plans. No commitment required.

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