Record and Log Call on CRM

What is a Call Logging software?

A call recording and logging solution helps sales reps integrate with their customer engagement platform and record their sales conversations automatically or manually. 

After capturing the engagement, the call logging software:

• Transcribes and analyzes the conversation to identify key topics discussed, actionable items, and questions raised.
• Automatically updates the CRM with the relevant data post-call.

A typical call logging software supports call centers by:

• Maintaining a comprehensive database of customers and leads.
• Streamlining funnel management.
• Logging all activities directly into the CRM.

A call logging software integrates call recording and CRM functionality by importing conversations and tracking activities across accounts, opportunities, contacts, and lead stages, ensuring data accuracy and maintaining up-to-date records.

Why Automate Call Recording and Logging in CRM?

If you think the only advantage of automating call recording and logging is eliminating repetitive tasks, think again!

Here are a few compelling reasons to automate your sales call recording and logging directly into your CRM:

Real Sales Data

Why rely on biased data when you can access accurate insights yourself?

Sales reps often miss critical details or opportunities while logging call notes due to limited knowledge about new products, features, or pricing. That’s where Convin’s call recording and logging software steps in. The software records and analyzes conversations to capture key information and automatically logs it for you.

This ensures that when you review the call notes, you have actionable data at hand to guide your sales reps during follow-ups and help them seize every opportunity.

Call review

One of the main problems sales leaders face is reviewing hour-long calls of their sales team at scale. Convin’s Call recording and logging solution solve this problem.

It records and analyzes for insights like topics discussed, actionable items, soft skills of reps, queries, talk ratio and scores the call based on it. 

And after it is done creating this detail, it sends the report directly to your inbox. You can use this report to correlate with the win rate.

Sales Training

Every time a new sales rep is hired, weeks are spent on training and ramp-up time. In many organizations, sales training is paired with sales coaching to help reps navigate calls. 

However, this process can be inefficient, as new hires often have to wait for live calls and the availability of experienced reps.

With Convin’s call logging software, powered by conversation intelligence, you can streamline this process. Create playlists of your best calls, share them with new hires, and cut ramp-up time in half.

Lead Data Sanitization

Do you remember in the beginning we discussed how lead data sanitization in CRM is a significant issue for clashes between marketing and sales teams?

Call logging software solves this by automatically adding the task and notes in the accounts, activities, opportunities, and lead stage of the CRM post the call.

Team Communication

Was the competitor or competition feature discussed in the call?

Automatically add competitors’ details in the opportunity stage in CRM to help your marketing team to create content that could warm up the lead and push the needle towards you.

Your product team can use this data to add customization needed to help the customer better.

Forecasting Crisis

With the detailed reports of every sale call logged in the CRM while the deal is still on the table, you can spot any talking point or anything that could lead you to lose the deal. And apply corrective measures for it.

Transparent Pipeline

By using Convin’s call recording and logging software, you can track the deals granularly. 

Find out which deals are close to the finish line?

Or opportunities where the “next step” is not taken in weeks?

Find out the answer to these questions and more with the help of call logging.

Now that we know why we use call recording and logging software let us show you how it works.

Record, Log, Track calls in CRM

The whole process is pretty simple, and your team can start leveraging the benefits of Convin’s call recording and logging software in a week of signing up. Here is how Convin records, logs, and tracks call in CRM:

Step 1- API Keys Exchange

Convin connects to your CRM by exchanging API keys.

Step 2- Data transfer

It is a two-way data transfer. Convin automatically pulls in users, organizations, leads, meetings, etc., from the CRM.

Step 3- Configure your Sales stack.

Configure your sales stack like calendar, video conferencing tool, dialer, slack, etc.

Step 4- Convin logs call notes in the CRM.

Convin is now ready to start logging call notes in the CRM.

Increase your sales performance by integrating your CRM with Convin

Convin enhances your CRM by seamlessly integrating call recording and logging functionalities, automating time-consuming tasks like note-taking and data entry. 

With Convin, sales reps can focus on more impactful activities such as prospecting and closing deals, leading to improved efficiency and revenue growth.

Data security is a top priority. 

Convin ensures all data is protected through API key integration, password-protected authentication tokens, and encrypted data exchanges, safeguarding both your business and customer information.

Currently, Convin integrates with top CRM platforms, including Salesforce, Pipedrive, Lead Squared, ZohoCRM, Close, Freshworks, and Hubspot, providing a powerful solution to streamline your CRM processes.

You can find further information here.