Don’t Waste Time on CRM – Focus on Sales Instead
All-in-One CRM Workspace + AI Meeting Assistant for High-Performance Sales Teams
80% Less CRM Busywork – Automate data entry and updates.
80% Less CRM Busywork – Automate data entry and updates.
80% Less CRM Busywork – Automate data entry and updates.
100% of Calls Captured – Never miss a detail from any meeting.
100% of Calls Captured – Never miss a detail from any meeting.
100% of Calls Captured – Never miss a detail from any meeting.
Native Salesforce Integration – Seamless two-way sync.
Native Salesforce Integration – Seamless two-way sync.
Native Salesforce Integration – Seamless two-way sync.
Trusted by teams at
Sales Reps Spend Only 28% of Time Actually Selling
Sales Reps Spend Only 28% of Time Actually Selling
Sales Reps Spend Only 28% of Time Actually Selling
Reps spend hours on admin instead of selling:
Salespeople waste valuable time updating opportunities, logging notes, and setting follow-ups – instead of talking to customers.
Reps spend hours on admin instead of selling:
Salespeople waste valuable time updating opportunities, logging notes, and setting follow-ups – instead of talking to customers.
Reps spend hours on admin instead of selling:
Salespeople waste valuable time updating opportunities, logging notes, and setting follow-ups – instead of talking to customers.
Manual CRM updates are a time sink:
According to HubSpot, 32% of sales reps spend over an hour every day on manual data entry — that’s more than 5 hours of lost selling time per week.
Manual CRM updates are a time sink:
According to HubSpot, 32% of sales reps spend over an hour every day on manual data entry — that’s more than 5 hours of lost selling time per week.
Manual CRM updates are a time sink:
According to HubSpot, 32% of sales reps spend over an hour every day on manual data entry — that’s more than 5 hours of lost selling time per week.
Important details get lost:
Switching between Salesforce, spreadsheets, and notepad apps leads to scattered information and forgotten follow-ups.
Important details get lost:
Switching between Salesforce, spreadsheets, and notepad apps leads to scattered information and forgotten follow-ups.
Important details get lost:
Switching between Salesforce, spreadsheets, and notepad apps leads to scattered information and forgotten follow-ups.
CRM updates steal selling time:
Reps often spend 1–2 hours daily updating fields, contacts, and notes.
CRM updates steal selling time:
Reps often spend 1–2 hours daily updating fields, contacts, and notes.
CRM updates steal selling time:
Reps often spend 1–2 hours daily updating fields, contacts, and notes.
Too many tools, too much friction:
Using separate apps for notes, tasks, and CRM creates unnecessary complexity. 66% of reps feel overwhelmed by the number of sales tools they use.
Too many tools, too much friction:
Using separate apps for notes, tasks, and CRM creates unnecessary complexity. 66% of reps feel overwhelmed by the number of sales tools they use.
Too many tools, too much friction:
Using separate apps for notes, tasks, and CRM creates unnecessary complexity. 66% of reps feel overwhelmed by the number of sales tools they use.
Managers lack visibility:
Without up-to-date CRM data, sales leaders can’t forecast accurately or understand what’s happening on calls without chasing reps.
Managers lack visibility:
Without up-to-date CRM data, sales leaders can’t forecast accurately or understand what’s happening on calls without chasing reps.
Managers lack visibility:
Without up-to-date CRM data, sales leaders can’t forecast accurately or understand what’s happening on calls without chasing reps.
Solution: One Platform to Update CRM & Capture Every Meeting
Solution: One Platform to Update CRM & Capture Every Meeting
Solution: One Platform to Update CRM & Capture Every Meeting
Finally, a single tool that lets your team sell more and update less
Finally, a single tool that lets your team sell more and update less
Finally, a single tool that lets your team sell more and update less
Unified Sales Workspace
Combines a CRM editing interface and an AI meeting assistant in one place.
Unified Sales Workspace
Combines a CRM editing interface and an AI meeting assistant in one place.
Unified Sales Workspace
Combines a CRM editing interface and an AI meeting assistant in one place.
Edit Salesforce Faster
Reps can update deals, contacts, and next steps with ease – no need to open Salesforce.
Edit Salesforce Faster
Reps can update deals, contacts, and next steps with ease – no need to open Salesforce.
Edit Salesforce Faster
Reps can update deals, contacts, and next steps with ease – no need to open Salesforce.
AI-Powered Meeting Transcription
Automatically records and transcribes every customer call.
AI-Powered Meeting Transcription
Automatically records and transcribes every customer call.
AI-Powered Meeting Transcription
Automatically records and transcribes every customer call.
Smart Summaries & Action Items
Highlights key points, tasks, and next steps after each call.
Smart Summaries & Action Items
Highlights key points, tasks, and next steps after each call.
Smart Summaries & Action Items
Highlights key points, tasks, and next steps after each call.
Salesforce Sync
AI-generated notes and tasks are logged directly into the correct Salesforce records.
Salesforce Sync
AI-generated notes and tasks are logged directly into the correct Salesforce records.
Salesforce Sync
AI-generated notes and tasks are logged directly into the correct Salesforce records.
Zero Admin Overhead
Removes the need for manual data entry and copy-pasting notes.
Zero Admin Overhead
Removes the need for manual data entry and copy-pasting notes.
Zero Admin Overhead
Removes the need for manual data entry and copy-pasting notes.
Personal Assistant for Every Rep
Feels like having a virtual co-pilot that keeps CRM clean and follow-ups on track.
Personal Assistant for Every Rep
Feels like having a virtual co-pilot that keeps CRM clean and follow-ups on track.
Personal Assistant for Every Rep
Feels like having a virtual co-pilot that keeps CRM clean and follow-ups on track.
Features & Benefits
Features & Benefits
Features & Benefits
Instant Salesforce Updates – No More Data Entry
A spreadsheet-like editable view of Salesforce data (pipeline, contacts, tasks) within our app.
A spreadsheet-like editable view of Salesforce data (pipeline, contacts, tasks) within our app.
A spreadsheet-like editable view of Salesforce data (pipeline, contacts, tasks) within our app.
Inline edit any field (e.g., deal amount, next step, close date) and have it sync to Salesforce in real time.
Inline edit any field (e.g., deal amount, next step, close date) and have it sync to Salesforce in real time.
Inline edit any field (e.g., deal amount, next step, close date) and have it sync to Salesforce in real time.
Reps can also add notes or create new tasks/opportunities from the same interface.
Reps can also add notes or create new tasks/opportunities from the same interface.
Reps can also add notes or create new tasks/opportunities from the same interface.
Zero friction CRM updates.
Reps update CRM fields in seconds without navigating Salesforce’s forms. This ensures CRM data is always current and accurate. Managers get reliable forecasts because data gets updated more frequently and consistently. Essentially, it makes maintaining CRM “fun” (or at least not painful) for reps, addressing the common question:... “what’s in it for me?” – Here, it’s speed and ease.
AI Meeting Notes & Transcripts – No More Writing Minutes
Automatic recording and transcription of calls/meetings. The AI generates a concise summary of each meeting, plus identifies Action Items, Questions asked, and Key Themes (like competitor mentions or product interests).
Automatic recording and transcription of calls/meetings. The AI generates a concise summary of each meeting, plus identifies Action Items, Questions asked, and Key Themes (like competitor mentions or product interests).
Automatic recording and transcription of calls/meetings. The AI generates a concise summary of each meeting, plus identifies Action Items, Questions asked, and Key Themes (like competitor mentions or product interests).
After a call, the rep instantly gets, say, “Meeting Summary: Client is interested in Product X; Concerned about integration timeline. Next Steps: Send proposal by Friday.
After a call, the rep instantly gets, say, “Meeting Summary: Client is interested in Product X; Concerned about integration timeline. Next Steps: Send proposal by Friday.
After a call, the rep instantly gets, say, “Meeting Summary: Client is interested in Product X; Concerned about integration timeline. Next Steps: Send proposal by Friday.
Action Items: [list].” These notes are stored with the associated Salesforce record (e.g., attached to the opportunity).
Action Items: [list].” These notes are stored with the associated Salesforce record (e.g., attached to the opportunity).
Action Items: [list].” These notes are stored with the associated Salesforce record (e.g., attached to the opportunity).
Always be present, never lose details.
Reps can focus 100% on the conversation (no frantic note scribbling) knowing [Product] is capturing everything.
They can trust the AI to flag important points and can refer to the full transcript anytime if needed. This improves follow-up quality – for instance, they can quickly recap “As you mentioned on the call, [pain point], here’s how we address it…” using the transcript for exact phrasing.
It also means if a colleague takes over an account, they have the whole history of conversations at their fingertips (less tribal knowledge lost).
Intelligent Highlights & Alerts
The platform’s AI doesn’t just transcribe – it analyzes. It could highlight customer sentiment (e.g., “Client sounded hesitant when pricing discussed”), talk ratio (to ensure reps aren’t monologuing), and specific keywords (like if a competitor name pops up, it tags the call).
The platform’s AI doesn’t just transcribe – it analyzes. It could highlight customer sentiment (e.g., “Client sounded hesitant when pricing discussed”), talk ratio (to ensure reps aren’t monologuing), and specific keywords (like if a competitor name pops up, it tags the call).
The platform’s AI doesn’t just transcribe – it analyzes. It could highlight customer sentiment (e.g., “Client sounded hesitant when pricing discussed”), talk ratio (to ensure reps aren’t monologuing), and specific keywords (like if a competitor name pops up, it tags the call).
It might also integrate with deal data: e.g., if an important stakeholder was mentioned on a call but isn’t in Salesforce, prompt to add them; or if no next meeting is scheduled, alert the rep to set one.
It might also integrate with deal data: e.g., if an important stakeholder was mentioned on a call but isn’t in Salesforce, prompt to add them; or if no next meeting is scheduled, alert the rep to set one.
It might also integrate with deal data: e.g., if an important stakeholder was mentioned on a call but isn’t in Salesforce, prompt to add them; or if no next meeting is scheduled, alert the rep to set one.
Managers could get alerts for “At-risk deal signals” such as low engagement or negative sentiment on the last call.
Managers could get alerts for “At-risk deal signals” such as low engagement or negative sentiment on the last call.
Managers could get alerts for “At-risk deal signals” such as low engagement or negative sentiment on the last call.
Coaching and Insights Built-In.
Reps get real-time feedback and post-call insights to improve. Managers gain visibility into quality of conversations, not just quantity.
This leads to better coaching: e.g., a manager sees that a rep talks 80% of the time on discovery calls – something they can coach on using our data (similar to how Gong/Chorus are used for coaching).
Also, trends can be spotted: “We’ve heard Competitor X mentioned in 5 meetings this week” – valuable market intel to share with Product Marketing. In short, beyond saving time, the product uplifts the effectiveness of sales interactions.
Native Salesforce & Calendar Integration
Out-of-the-box connectors to Salesforce (and optionally other tools like Outlook/Gmail Calendar, Zoom, MS Teams, etc.).
Out-of-the-box connectors to Salesforce (and optionally other tools like Outlook/Gmail Calendar, Zoom, MS Teams, etc.).
Out-of-the-box connectors to Salesforce (and optionally other tools like Outlook/Gmail Calendar, Zoom, MS Teams, etc.).
After a call, the rep instantly gets, say, “Meeting Summary: Client is interested in Product X; Concerned about integration timeline. Next Steps: Send proposal by Friday.
After a call, the rep instantly gets, say, “Meeting Summary: Client is interested in Product X; Concerned about integration timeline. Next Steps: Send proposal by Friday.
After a call, the rep instantly gets, say, “Meeting Summary: Client is interested in Product X; Concerned about integration timeline. Next Steps: Send proposal by Friday.
Because it’s native, it respects your Salesforce permissions and security settings.
Because it’s native, it respects your Salesforce permissions and security settings.
Because it’s native, it respects your Salesforce permissions and security settings.
Additionally, any notes or tasks created by Efficlose appear under the correct contacts/opps in Salesforce, so managers can see them without even logging into Efficlose if they prefer.
Additionally, any notes or tasks created by Efficlose appear under the correct contacts/opps in Salesforce, so managers can see them without even logging into Efficlose if they prefer.
Additionally, any notes or tasks created by Efficlose appear under the correct contacts/opps in Salesforce, so managers can see them without even logging into Efficlose if they prefer.
Seamless Fit into Your Workflow.
No new silo – Efficlose augments Salesforce rather than replacing it. Reps don’t have to change their email or calendar – it works with what they use (schedule a Zoom meeting on Google Calendar as usual, the AI assistant joins automatically). This addresses buyer concerns about adoption: it’s not disruptive, it’s additive. Also emphasize security and compliance: data is encrypted and stays within authorized systems (for enterprise trust, mention things like SOC 2 compliance, as appropriate).
This leads to better coaching: e.g., a manager sees that a rep talks 80% of the time on discovery calls – something they can coach on using our data (similar to how Gong/Chorus are used for coaching).
Also, trends can be spotted: “We’ve heard Competitor X mentioned in 5 meetings this week” – valuable market intel to share with Product Marketing. In short, beyond saving time, the product uplifts the effectiveness of sales interactions.
In short, Efficlose acts as your team’s co-pilot – handling the admin and analysis, while your reps handle the selling.
Why Efficlose?
Using Multiple Tools
Better than the sum of its parts
You could piece together a patchwork of tools – one for CRM notes, one for call recording, another for coaching – and still not achieve the seamless experience Efficlose provides:
Like Scratchpad, it streamlines CRM updates (but Scratchpad alone doesn’t handle calls).
Like Scratchpad, it streamlines CRM updates (but Scratchpad alone doesn’t handle calls).
Like Fireflies/Gong, it transcribes and analyzes calls (but those alone don’t update CRM or require separate manual steps).
Like Fireflies/Gong, it transcribes and analyzes calls (but those alone don’t update CRM or require separate manual steps).
Unlike heavy enterprise systems, it’s easy to deploy and use (designed with reps in mind, not just leadership).
Unlike heavy enterprise systems, it’s easy to deploy and use (designed with reps in mind, not just leadership).
Emphasize cost-effectiveness: one subscription vs. multiple.
Emphasize cost-effectiveness: one subscription vs. multiple.
Many buyers will appreciate that consolidating tools can save budget (and indeed, recall 94% of sales orgs plan to consolidate tech stacks to boost productivitysalesforce.comsalesforce.com – cite this trend to validate our approach).
Updating Salesforce
Reps manually update fields in Salesforce (time-consuming, often delayed)
Automated & effortless: Quick inline edits + AI auto-updates keep SFDC fresh in real-time.
Updating Salesforce
Reps manually update fields in Salesforce (time-consuming, often delayed)
Automated & effortless: Quick inline edits + AI auto-updates keep SFDC fresh in real-time.
Updating Salesforce
Reps manually update fields in Salesforce (time-consuming, often delayed)
Automated & effortless: Quick inline edits + AI auto-updates keep SFDC fresh in real-time.
Meeting notes & logging
Reps take notes by hand, then copy into CRM (or use a recorder like Fireflies and then paste summary)
Hands-free notes: AI transcribes & attaches meeting summaries to CRM records instantly.
Meeting notes & logging
Reps take notes by hand, then copy into CRM (or use a recorder like Fireflies and then paste summary)
Hands-free notes: AI transcribes & attaches meeting summaries to CRM records instantly.
Meeting notes & logging
Reps take notes by hand, then copy into CRM (or use a recorder like Fireflies and then paste summary)
Hands-free notes: AI transcribes & attaches meeting summaries to CRM records instantly.
Getting insights from calls
Requires a separate conversation intelligence tool (Gong/Chorus) – costly and complex
Built-in intelligence: Key call insights (topics, sentiment, follow-ups) are integrated, no extra tools needed.
Getting insights from calls
Requires a separate conversation intelligence tool (Gong/Chorus) – costly and complex
Built-in intelligence: Key call insights (topics, sentiment, follow-ups) are integrated, no extra tools needed.
Getting insights from calls
Requires a separate conversation intelligence tool (Gong/Chorus) – costly and complex
Built-in intelligence: Key call insights (topics, sentiment, follow-ups) are integrated, no extra tools needed.
Tool overload
Juggling 3-5 different apps daily (CRM, note app, call recorder, etc.)
One unified platform: All functionalities in one interface, one login. Simpler adoption and training.
Tool overload
Juggling 3-5 different apps daily (CRM, note app, call recorder, etc.)
One unified platform: All functionalities in one interface, one login. Simpler adoption and training.
Tool overload
Juggling 3-5 different apps daily (CRM, note app, call recorder, etc.)
One unified platform: All functionalities in one interface, one login. Simpler adoption and training.
Data silos
Data spread across systems (notes in Notion, calls in recording app, CRM fields outdated)
Single source of truth: Everything syncs through [Product] to Salesforce, so data is centralized and consistent. |
Data silos
Data spread across systems (notes in Notion, calls in recording app, CRM fields outdated)
Single source of truth: Everything syncs through [Product] to Salesforce, so data is centralized and consistent. |
Data silos
Data spread across systems (notes in Notion, calls in recording app, CRM fields outdated)
Single source of truth: Everything syncs through [Product] to Salesforce, so data is centralized and consistent. |
Outcome Stats
8 hours
saved per rep per week on average
8 hours
saved per rep per week on average
20% increase
in sales activities (calls/emails) by reducing admin time.
20% increase
in sales activities (calls/emails) by reducing admin time.
2x more deal insights
identified for managers each week.
2x more deal insights
identified for managers each week.
100% of meetings logged
(versus ~60% before)
saved per rep per week on average
100% of meetings logged
(versus ~60% before)
saved per rep per week on average
Many buyers will appreciate that consolidating tools can save budget (and indeed, recall 94% of sales orgs plan to consolidate tech stacks to boost productivitysalesforce.comsalesforce.com – cite this trend to validate our approach).
What Sales Teams Are Saying
Join These Sales Leaders in Focusing on Selling
Jane Doe
VP of Sales, Acme Corp
Game-changer for our sales organization.
We used to struggle with incomplete CRM data and forgotten follow-ups. After implementing Efficlose, our Salesforce is consistently updated and every meeting has notes we can reference. Our close rates improved because managers can identify deal risks earlier from the call insights. I can’t imagine going back to the old way.
John Smith
Director of Revenue Operations, TechCo
CRM hygiene went from 50% to 95%.
My reps actually enjoy updating the pipeline now because it’s so easy. And the fact that call notes auto-log to Salesforce with next steps means our forecasts practically update themselves. Efficlose paid for itself in the first quarter by revealing several stalled deals we would have missed.
Sam Lee
Senior Account Executive, FinServe Inc.
It’s like an assistant that does my paperwork.
I love that I don’t have to frantically take notes in calls - I can focus on the client. Right after a call, I get an email with the summary and action items. I update a couple fields in the same window and I’m done. I’ve gained back at least an hour a day to prospect or prep for my next meetings.”
Jane Doe
VP of Sales, Acme Corp
Game-changer for our sales organization.
We used to struggle with incomplete CRM data and forgotten follow-ups. After implementing Efficlose, our Salesforce is consistently updated and every meeting has notes we can reference. Our close rates improved because managers can identify deal risks earlier from the call insights. I can’t imagine going back to the old way.John Smith
Director of Revenue Operations, TechCo
CRM hygiene went from 50% to 95%.
My reps actually enjoy updating the pipeline now because it’s so easy. And the fact that call notes auto-log to Salesforce with next steps means our forecasts practically update themselves. Efficlose paid for itself in the first quarter by revealing several stalled deals we would have missed.Sam Lee
Senior Account Executive, FinServe Inc.
It’s like an assistant that does my paperwork.
I love that I don’t have to frantically take notes in calls - I can focus on the client. Right after a call, I get an email with the summary and action items. I update a couple fields in the same window and I’m done. I’ve gained back at least an hour a day to prospect or prep for my next meetings.”
Jane Doe
VP of Sales, Acme Corp
Game-changer for our sales organization.
We used to struggle with incomplete CRM data and forgotten follow-ups. After implementing Efficlose, our Salesforce is consistently updated and every meeting has notes we can reference. Our close rates improved because managers can identify deal risks earlier from the call insights. I can’t imagine going back to the old way.John Smith
Director of Revenue Operations, TechCo
CRM hygiene went from 50% to 95%.
My reps actually enjoy updating the pipeline now because it’s so easy. And the fact that call notes auto-log to Salesforce with next steps means our forecasts practically update themselves. Efficlose paid for itself in the first quarter by revealing several stalled deals we would have missed.Sam Lee
Senior Account Executive, FinServe Inc.
It’s like an assistant that does my paperwork.
I love that I don’t have to frantically take notes in calls - I can focus on the client. Right after a call, I get an email with the summary and action items. I update a couple fields in the same window and I’m done. I’ve gained back at least an hour a day to prospect or prep for my next meetings.”
Pricing & Plans
Pricing tailored to your team’s needs
We offer simple per-user pricing with no hidden fees. [Product] can scale from a small pilot team to your entire sales org. Contact us for a customized quote or to discuss ROI for your specific situation.
No lengthy implementation or extra integration costs — you can be up and running in minutes. (If true, say, because it’s cloud-based, just connect to Salesforce and go.)
Freemium
Our basic plan is free forever for small teams, so you can start improving CRM updates today.
Free
Free
Professional
Standard features (good for mid-sized team).
$50
/user per month
Enterprise
includes everything in Pro plus enterprise security (SSO, SOC2), dedicated CSM, on‑prem options, etc.
$xxx
/month
Frequently asked questions
Our affordable pricing plans are designed to cater to businesses.
How does the Salesforce integration work? Is my data safe?
Explain that [Product] connects via Salesforce's secure API and uses enterprise-grade encryption. Data is stored securely (mention any certifications like SOC 2, GDPR compliance). All call recordings and transcripts can be opted in/out per your company's policy. Assure that it respects user permissions - if something is restricted in SFDC, [Product] won't override that. Essentially, it's as secure as Salesforce itself. This tackles security and IT concerns.
How does the Salesforce integration work? Is my data safe?
Explain that [Product] connects via Salesforce's secure API and uses enterprise-grade encryption. Data is stored securely (mention any certifications like SOC 2, GDPR compliance). All call recordings and transcripts can be opted in/out per your company's policy. Assure that it respects user permissions - if something is restricted in SFDC, [Product] won't override that. Essentially, it's as secure as Salesforce itself. This tackles security and IT concerns.
How does the Salesforce integration work? Is my data safe?
Explain that [Product] connects via Salesforce's secure API and uses enterprise-grade encryption. Data is stored securely (mention any certifications like SOC 2, GDPR compliance). All call recordings and transcripts can be opted in/out per your company's policy. Assure that it respects user permissions - if something is restricted in SFDC, [Product] won't override that. Essentially, it's as secure as Salesforce itself. This tackles security and IT concerns.
What meeting platforms does it work with? Do we need to invite a bot?
List that it works with Zoom, Google Meet, Microsoft Teams, Webex, etc. It can auto-join based on calendar invites (like Fireflies does) or via a dial-in. If there's a concern about bots, clarify if it joins as a silent participant named "[Product] Notetaker" or if it can work via direct integration (some newer AI note tools can work without appearing as a participant by using audio streams). If it does join as a bot, mention that it notifies attendees if needed (transparency). The answer should reassure that it's simple: maybe as easy as adding an email to the invite or integrating calendar once. Also mention the option to upload calls manually if one took place offline, etc.
What meeting platforms does it work with? Do we need to invite a bot?
List that it works with Zoom, Google Meet, Microsoft Teams, Webex, etc. It can auto-join based on calendar invites (like Fireflies does) or via a dial-in. If there's a concern about bots, clarify if it joins as a silent participant named "[Product] Notetaker" or if it can work via direct integration (some newer AI note tools can work without appearing as a participant by using audio streams). If it does join as a bot, mention that it notifies attendees if needed (transparency). The answer should reassure that it's simple: maybe as easy as adding an email to the invite or integrating calendar once. Also mention the option to upload calls manually if one took place offline, etc.
What meeting platforms does it work with? Do we need to invite a bot?
List that it works with Zoom, Google Meet, Microsoft Teams, Webex, etc. It can auto-join based on calendar invites (like Fireflies does) or via a dial-in. If there's a concern about bots, clarify if it joins as a silent participant named "[Product] Notetaker" or if it can work via direct integration (some newer AI note tools can work without appearing as a participant by using audio streams). If it does join as a bot, mention that it notifies attendees if needed (transparency). The answer should reassure that it's simple: maybe as easy as adding an email to the invite or integrating calendar once. Also mention the option to upload calls manually if one took place offline, etc.
Can we use this if we're not on Salesforce?
If the product is strongly Salesforce-focused (per requirements), likely say: "Product] currently integrates natively with Salesforce CRM (Sales Cloud). If you use another CRM, you can still use [Product] for meeting intelligence, but the CRM update features might not be available. Salesforce is our priority given it's the most widely used in mid-large sales teams. (Roadmap: we plan to add HubSpot/MS Dynamics, etc., based on demand.)" This sets expectation that Salesforce users get the best experience. If we truly only target SF, we can be blunt: "At this time, it's designed for Salesforce. If you're interested in another CRM integration, let us know - we might support it in the future."
Can we use this if we're not on Salesforce?
If the product is strongly Salesforce-focused (per requirements), likely say: "Product] currently integrates natively with Salesforce CRM (Sales Cloud). If you use another CRM, you can still use [Product] for meeting intelligence, but the CRM update features might not be available. Salesforce is our priority given it's the most widely used in mid-large sales teams. (Roadmap: we plan to add HubSpot/MS Dynamics, etc., based on demand.)" This sets expectation that Salesforce users get the best experience. If we truly only target SF, we can be blunt: "At this time, it's designed for Salesforce. If you're interested in another CRM integration, let us know - we might support it in the future."
Can we use this if we're not on Salesforce?
If the product is strongly Salesforce-focused (per requirements), likely say: "Product] currently integrates natively with Salesforce CRM (Sales Cloud). If you use another CRM, you can still use [Product] for meeting intelligence, but the CRM update features might not be available. Salesforce is our priority given it's the most widely used in mid-large sales teams. (Roadmap: we plan to add HubSpot/MS Dynamics, etc., based on demand.)" This sets expectation that Salesforce users get the best experience. If we truly only target SF, we can be blunt: "At this time, it's designed for Salesforce. If you're interested in another CRM integration, let us know - we might support it in the future."
How is this different from [Competitor]?
Here, depending on who is most likely competitor in the buyer's mind: possibly Gong or Outreach. The answer might go:
Compared to conversation intelligence tools (Gong/Chorus): "[Product] offers many of the same call insights and transcription benefits, but it also fixes the front-end data entry problem. Gong excels at analytics, but you'd still need reps to update CM or use another tool for that. [Product] is more rep-friendly and lightweight to deploy, and likely more cost-effective if you need both functions. If you primarily want a heavy-duty analytics tool, Gong is great - but if you want an everyday productivity booster plus good analytics, we're a better fit." (This must be polite but confident.)
Compared to Scratchpad: "Product] delivers the quick Salesforce updates Scratchpad does, with an equally friendly UI, and it goes further by capturing meeting info automatically. Scratchpad doesn't handle calls; you'd need something else for that. We give you a single source for both. 99
Compared to Outreach/Salesloft: "[Product] isn't an email sequencing tool - we focus on after-the-meeting workflow and CRM updates. Outreach has some similar conversation capture now, but it's tied into their large platform. If you already use Outreach, [Product] can complement it by ensuring the rest of your CRM data (and non-sequenced calls) are captured. If you don't, [Product] may cover enough ground that you get by with simpler outreach tools + our platform."
Keep these answers succinct and positive, focusing on our unique strengths rather than disparaging others.
How is this different from [Competitor]?
Here, depending on who is most likely competitor in the buyer's mind: possibly Gong or Outreach. The answer might go:
Compared to conversation intelligence tools (Gong/Chorus): "[Product] offers many of the same call insights and transcription benefits, but it also fixes the front-end data entry problem. Gong excels at analytics, but you'd still need reps to update CM or use another tool for that. [Product] is more rep-friendly and lightweight to deploy, and likely more cost-effective if you need both functions. If you primarily want a heavy-duty analytics tool, Gong is great - but if you want an everyday productivity booster plus good analytics, we're a better fit." (This must be polite but confident.)
Compared to Scratchpad: "Product] delivers the quick Salesforce updates Scratchpad does, with an equally friendly UI, and it goes further by capturing meeting info automatically. Scratchpad doesn't handle calls; you'd need something else for that. We give you a single source for both. 99
Compared to Outreach/Salesloft: "[Product] isn't an email sequencing tool - we focus on after-the-meeting workflow and CRM updates. Outreach has some similar conversation capture now, but it's tied into their large platform. If you already use Outreach, [Product] can complement it by ensuring the rest of your CRM data (and non-sequenced calls) are captured. If you don't, [Product] may cover enough ground that you get by with simpler outreach tools + our platform."
Keep these answers succinct and positive, focusing on our unique strengths rather than disparaging others.
How is this different from [Competitor]?
Here, depending on who is most likely competitor in the buyer's mind: possibly Gong or Outreach. The answer might go:
Compared to conversation intelligence tools (Gong/Chorus): "[Product] offers many of the same call insights and transcription benefits, but it also fixes the front-end data entry problem. Gong excels at analytics, but you'd still need reps to update CM or use another tool for that. [Product] is more rep-friendly and lightweight to deploy, and likely more cost-effective if you need both functions. If you primarily want a heavy-duty analytics tool, Gong is great - but if you want an everyday productivity booster plus good analytics, we're a better fit." (This must be polite but confident.)
Compared to Scratchpad: "Product] delivers the quick Salesforce updates Scratchpad does, with an equally friendly UI, and it goes further by capturing meeting info automatically. Scratchpad doesn't handle calls; you'd need something else for that. We give you a single source for both. 99
Compared to Outreach/Salesloft: "[Product] isn't an email sequencing tool - we focus on after-the-meeting workflow and CRM updates. Outreach has some similar conversation capture now, but it's tied into their large platform. If you already use Outreach, [Product] can complement it by ensuring the rest of your CRM data (and non-sequenced calls) are captured. If you don't, [Product] may cover enough ground that you get by with simpler outreach tools + our platform."
Keep these answers succinct and positive, focusing on our unique strengths rather than disparaging others.
What is required to get started? (Setup & Adoption)
Outline that it's very easy: no lengthy implementation. "Because we integrate via the cloud, you don't need IT to install heavy software. Most customers get started in <1 day: simply connect your Salesforce and calendar, configure any preferences (like which meetings to auto-record], and invite your team. We provide onboarding sessions and tutorials to drive adoption." Also mention training: "We offer live training for your reps to ensure they get the most out of it - though many find it intuitive from day one." This addresses the risk of "new tool = headache." Also, if there is a free pilot or trial, mention it here again.
What is required to get started? (Setup & Adoption)
Outline that it's very easy: no lengthy implementation. "Because we integrate via the cloud, you don't need IT to install heavy software. Most customers get started in <1 day: simply connect your Salesforce and calendar, configure any preferences (like which meetings to auto-record], and invite your team. We provide onboarding sessions and tutorials to drive adoption." Also mention training: "We offer live training for your reps to ensure they get the most out of it - though many find it intuitive from day one." This addresses the risk of "new tool = headache." Also, if there is a free pilot or trial, mention it here again.
What is required to get started? (Setup & Adoption)
Outline that it's very easy: no lengthy implementation. "Because we integrate via the cloud, you don't need IT to install heavy software. Most customers get started in <1 day: simply connect your Salesforce and calendar, configure any preferences (like which meetings to auto-record], and invite your team. We provide onboarding sessions and tutorials to drive adoption." Also mention training: "We offer live training for your reps to ensure they get the most out of it - though many find it intuitive from day one." This addresses the risk of "new tool = headache." Also, if there is a free pilot or trial, mention it here again.
Can managers or non-sales teams use this too?
Yes, anyone who sits in on sales calls or cares about the content can benefit. For example, Customer Success can use it to record onboarding calls, Marketing can use call transcripts to get voice-of-customer, etc. But the primary design is for sales use cases. (Showing it's flexible increases the perceived value across departments.)
Can managers or non-sales teams use this too?
Yes, anyone who sits in on sales calls or cares about the content can benefit. For example, Customer Success can use it to record onboarding calls, Marketing can use call transcripts to get voice-of-customer, etc. But the primary design is for sales use cases. (Showing it's flexible increases the perceived value across departments.)
Can managers or non-sales teams use this too?
Yes, anyone who sits in on sales calls or cares about the content can benefit. For example, Customer Success can use it to record onboarding calls, Marketing can use call transcripts to get voice-of-customer, etc. But the primary design is for sales use cases. (Showing it's flexible increases the perceived value across departments.)
Do we need to replace Salesforce or other tools?
No - [Product] is not a CRM; it's a layer on top of Salesforce. You keep using Salesforce as your system of record. We simply make it easier to use and enrich it with call data. Similarly, we're not replacing your dialer or Zoom - we integrate with them. This tool actually increases the ROI of your existing Salesforce investment by driving usage and data completeness selecthub.comselecthub.com. (This ensures the buyer doesn't think it's an either/or with their CRM or requires ripping anything out.)
Do we need to replace Salesforce or other tools?
No - [Product] is not a CRM; it's a layer on top of Salesforce. You keep using Salesforce as your system of record. We simply make it easier to use and enrich it with call data. Similarly, we're not replacing your dialer or Zoom - we integrate with them. This tool actually increases the ROI of your existing Salesforce investment by driving usage and data completeness selecthub.comselecthub.com. (This ensures the buyer doesn't think it's an either/or with their CRM or requires ripping anything out.)
Do we need to replace Salesforce or other tools?
No - [Product] is not a CRM; it's a layer on top of Salesforce. You keep using Salesforce as your system of record. We simply make it easier to use and enrich it with call data. Similarly, we're not replacing your dialer or Zoom - we integrate with them. This tool actually increases the ROI of your existing Salesforce investment by driving usage and data completeness selecthub.comselecthub.com. (This ensures the buyer doesn't think it's an either/or with their CRM or requires ripping anything out.)
Ready to Save Time and Boost Sales?
Stop wasting time on CRM and meeting notes - let [Product] do the heavy lifting.
Stop wasting time on CRM and meeting notes - let [Product] do the heavy lifting.
Stop wasting time on CRM and meeting notes - let [Product] do the heavy lifting.
It’s time to let your team focus on selling, while we handle the rest. Join other forward-thinking sales teams in revolutionizing your workflow.
It’s time to let your team focus on selling, while we handle the rest. Join other forward-thinking sales teams in revolutionizing your workflow.
It’s time to let your team focus on selling, while we handle the rest. Join other forward-thinking sales teams in revolutionizing your workflow.
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