Sales teams mostly start their day with daily interactions with customers. Another tedious time-consuming work they do is to track those interactions in the timeline as activities. The conversations like Phone calls, Meeting Notes, Appointments and Follow-ups.
Due to tedious entries of activities in timeline manually there are chances that follow ups can be missed. Imagine if you want mechanism by which those activities inbuilt start providing you AI recommendation for next actions.
There is Microsoft AI feature to analyze those activity descriptions and suggests next actions like creating activities, meetings, tasks, or contacts. That’s exactly where “Notes Analysis” feature comes into picture.
Let us understand this better by meeting the sales executive “Joseph” of organization named “ABC Ltd”.
Like many salespeople, Joseph also relies heavily on notes but due to this legacy approach important action items sometimes get buried in text. Admin recognizes this problem and precautionarily enables the “Notes Analysis” feature for better sales.
Key takeaways:
- AI converts notes into actionable sales insights
- Reduces manual follow-up creation and tracking work
- Suggests next actions directly from sales notes
- Improves productivity by automating CRM activity creation
- Extracts intent from unstructured natural language notes
As Notes Analysis uses inbuilt AI to scan what Joseph writes in notes and automatically suggests next actions. It converts unstructured text into actionable insights. It transforms everyday sales notes into AI-driven recommendations, helping sales team to automatically convert conversations into meaningful actions intelligently.
To enable this feature there are simple steps as below:
- Under Sales Hub > Change areain the lower-left corner of the page, and select “Sales Insights settings”.
- On the site map under “Productivity” select Notes analysis turn on the toggle and make “Notes Analysis” Enabled... Read More
