Account Executive
Last updated
Was this helpful?
Last updated
Was this helpful?
Connect Convictional to your and enable your settings to auto-record meetings. This will automatically add the Convictional recording bot to all of your meetings. You can choose to decline the bot when the meeting starts, or cancel a recording ahead of time.
After meetings have been recorded, you can organize meetings into collections.
An automated meeting summary will be sent after each meeting to you, which highlights key points, challenges, and risks.
For all recorded meetings, Convictional automatically keep track of tasks discussed in each meeting, so you don't have to manually keep track of all of your followup items after a call.
You can use Convictional's search features to help you qualify deals, craft outreach specific to your target customer, prepare for meetings, highlight key opportunities and risks, and more.
Tip: When using Research Mode, it's important to be thorough in your prompt. The more detail you give your prompt, the better the output will be. For example, if you are researching a potential customer, prompt Convictional to give you opportunities based on recent feature releases that would be relevant to their organization's needs.
See below for how we use Search in our sales org:
Convictional's search can keep you aligned to the tactics you use as a sales team. Because Convictional knows what you goals you are working towards, it can help you define your sales strategy, and ensure you are aligned to the current strategy. Search can also help identify opportunities and challenges in your strategy, highlighting areas for you to explore.
Convictional connects to integrated documents, Slack channels, and websites to keep track of what's going on in your company. You can use to unlock knowledge without having to spend time searching through drives or Slack messages. You can use search to stay up to date with discussions around customers, sales team policies, and goals. Because Convictional is connected to Github and Slack, you can also see what features have recently been released to talk about them with your prospects.
Example search:
Example search:
By using the in Threads, you can get in-depth, relevant context for any potential customer. Research Mode will combine current information from searching the web with your internal company context to create a report specific to your goals and strategies. It will highlight opportunities, risks, and challenges, all relevant to your organization.
Enable the setting to automatically record all meetings in your
Add the bot to any live meetings from the
