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On this page
  • Decision Processes
  • Meeting Recording and Tasks
  • Discussions

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VP of Sales

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Last updated 2 months ago

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Decision Processes

Convictional has a decision process structure that helps you work through decisions individually, or as a team. Convictional's decision processes help you to evaluate options, utilizing all of the company knowledge that exists. Convictional will automatically reference all company goals, and nudge you as your work through decisions to stay aligned to company goals. You can utilize the AI tools to help you find bias, create task lists, and even challenge your thinking.

Here are some examples of decisions you can work through in Convictional:

  • When to add new account executives

  • Creating a pipeline review process

  • Pricing strategy

Meeting Recording and Tasks

Meetings are useful for internal team meetings, and customer enablement calls. You can connect Convictional to your Google Calendar 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.

For all recorded meetings, Convictional automatically produces a summary of the meeting, and keep track of tasks discussed in each meeting, so you don't have to manually keep track of all of followup items after a call. This enables you to focus on your team and the customer at hand.

Discussions

Discussions can be used within your team to have asynchronous conversations about a focused topic.

Some examples of discussion topics:

  • Pricing exceptions for an enterprise customer

  • Key process structure for handoffs or deal stages