About

Goelo is an AI-driven conversational intelligence platform crafted to optimize the sales workflow by automatically capturing meetings, creating summaries, and filling Salesforce CRM fields. It allows users to concentrate on customer engagements without the interruption of manual note-taking, while also delivering insights and data structuring to boost sales effectiveness. The platform integrates effortlessly with widely-used tools such as Google Workspace and Microsoft 365, making it available for teams aiming to enhance their sales productivity.

key features

  • AI Meeting Assistant: Automatically captures, transcribes, and produces summaries of meetings, enabling users to concentrate on client interactions.

  • Salesforce Auto-fill: Evaluates customer dialogues to automatically fill in Salesforce fields, guaranteeing that CRM data remains current.

  • Custom Summary Prompts: Users can design personalized prompts for meeting summaries customized for specific sales phases or meeting types.

  • Integration with Popular Tools: Flawless integration with Google Workspace, Microsoft 365, and video conferencing solutions like Zoom, Meet, and Teams.

  • Infinite Memory Feature: Preserves comprehensive information about customer relationships, enriching the sales process and knowledge retention.

use cases

    • Automatically capture and transcribe meetings to create AI-enhanced summaries, enabling sales teams to prioritize customer engagements.

    • Derive essential insights from meetings, such as MEDDIC, BANT, and subsequent actions, to refine sales tactics and approaches.

    • Synchronize meeting information directly with Salesforce, ensuring CRM fields are updated instantaneously for better data integrity.

    • Leverage an AI-powered "Second Brain" to store and retrieve comprehensive details about customer relationships, improving the purchasing experience.

    • Seamlessly integrate with widely used tools like Google Workspace and Microsoft 365, as well as video conferencing services like Zoom and Teams.

Useful for

    • Automated Meeting Recaps: Goelo automatically captures, transcribes, and produces recaps of meetings, enabling users to concentrate on the conversation rather than on taking notes.

    • Salesforce Synchronization: The software integrates meeting insights directly into Salesforce, ensuring that CRM information is consistently up-to-date and minimizing manual data entry mistakes.

    • Boosted Efficiency: By automating note capture and data integration, Goelo assists sales teams in regaining valuable time, enhancing overall efficiency and providing more opportunities for selling.

    • Tailored Insights Extraction: Users can personalize prompts to extract particular insights from meetings, customizing the information to fit their specific sales strategies and practices.

    • Unlimited Memory for Client Relationships: Goelo's "Sales Second Brain" capability retains comprehensive details

Price

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