Picture the scene: Your sales department is buzzing like a coffee-fueled beehive. Managers are chatting with clients, phones are ringing off the hook, and deals are being closed left and right. Somewhere in the middle of this chaos sits the head of sales, staring at a mountain of tasks in CRM. The first thing on their list? Finding out how the team is doing on those client calls.
Back in the day, this meant listening to hours of call recordings, trying to figure out who was sticking to the script and who was going into improvement mode. Now, Planfix AI can do the job in a fraction of the time.
This powerful tool automatically answers the call and analyzing the conversation with the client. It’s quick, easy, and headache-free.
Let’s imagine that a manager is on the phone with a client.
“Good afternoon! This is Alex from Planfix. We’re developing a system for managing projects and tasks. Do you have a minute for a chat?”
It’s a pretty solid opening. Now, imagine that Planfix AI is on the call as well. It immediately kicks in and starts analyzing the transcribed conversation, observing how the manager asks questions, pitches the product, and directs the call toward the next step.
The manager starts to pitch the service, but then comes the classic client response:
“We simply don’t have time to develop a new system at the moment.”
What now? At this point, a savvy manager might offer a demo at a more convenient time for the client.
“We can set up a quick demo whenever it works for you. We’ll only cover what is relevant to you. It shouldn’t take longer than 15 minutes. How about tomorrow at 2 pm?”
The client says, “Let’s do it next week,” and the deal’s almost in the bag.
But the manager has forgotten a few things. He hasn’t confirmed the client’s company details or determined the best way to send the demo materials.
Planfix AI catches all that and adds a little note to the report. The manager did great, but there’s always room for improvement.
By now, it shouldn’t be hard to see just how helpful this could be, but let’s take a closer look at exactly how it works.
Planfix AI Call Analytics Software in Action
We recently introduced something cool to Planfix AI: speech recognition. This innovation allows it to listen to your calls (in a non-creepy way), convert them to text, and even start analyzing them for you.
You’ll find all the magic switches under “Account management”–“Planfix AI”–“Speech recognition.”
First, a little tip. Before you can start analyzing calls, contacts, you need to activate speech recognition. No speech = nothing to analyze. It’s as simple as that.
After activation, Planfix automatically sets up the “Call analysis” Data Tag and the “Telephony – Call Analysis” report for you – no additional clicks required.
The Data Tag and Report contain the following fields:
● Date
● Employee
● Contact
● Call topic
● Keywords
● Overall dialog tone
● Call (outcome) status
● Incidents / critical issues
● Recommended next steps for the manager
Just flip on voice recognition and phone call analytics, let the first few calls roll in, and open the report.
Of course, all these AI assistants use credit. But don’t worry, you’re not starting from scratch. Each account comes with a small starter pack. After that, you can top it up as you wish. Credits come in packs, last for a month, and what you don’t use keeps going. Nothing disappears at the end of the month (we’re not monsters, after all).
Customizing Sales Call Analysis in Planfix
You can also customize the call analysis by optimizing the data tags and adding the necessary fields. Simply edit the current setup, and any new fields you add will be filled in automatically. (NOTE: At the moment, this works with fields like String, Text, and Value Set)
But that’s not all! You can also give Planfix AI a few additional hints on how to handle each field. Let’s say you want all fields to be filled in with simple “Yes” or “No” answers:
Of course, you can write your instructions for each field. Just describe in simple language how you want it filled in, and Planfix AI will get it done.
Call Analysis Report: Building Actionable Reports
As mentioned above, after activating call analysis, Planfix automatically generates both data tags and a report with a set of predefined fields. You can use the report immediately, as it pulls the data directly from the data tags.
However, if you decide to tweak the default data tags and add new fields, you will also need to update the report. But this is easy, too! Simply add new columns to match your new fields.
When you’re done, your report might look something like this:
Each column in the report corresponds to a field in your call data tags. So, if you add the right fields with clear names, you’ll end up with a report that’s easy to read, easy to analyze, and free of all the usual clutter.
Quick Recap
Just a little reminder that you’ll need AI credits to keep the magic going.
We understand that AI remains uncharted territory for some individuals. But trust us, Planfix AI conversation analytics software could be your new best friend. As you can see, it has the potential to save you tons of time. All you have to do is try it out.
So, give it a try, and let’s make sales even stronger!
