How Sales Reps Use Revenue AI to Follow Up, Share Insights, and Grow
In any conversation, I can open the follow-up email written for me, which sums up the call and outlines the next steps.
Reps used to spend hours sorting through notes or replaying calls just to write a follow-up. It’s done automatically and ready to send from their email drafts.
Do you want to change the follow-up tone or focus? Just ask Revenue to draft a new version, like one with a deeper summary, before the next steps.
Watch how Ask Revenue generates a fresh follow-up based on your prompt, which is now ready to use as an email.
Use internal sharing to give everyone the context they need to prep for the next meeting.
Sharing the call internally helps everyone align and prepare for the next meeting.
Highlight key conversation moments and add annotations, like noting when a buyer raised concerns, so your team is ready for the next meeting.
Ask Revenue to generate a detailed call plan for your next meeting. This will save your team time and help everyone show up prepared.
Revenue provides a detailed, contextual call plan your team can use to align ahead of the meeting, including key goals and suggested next steps.
Use Revenue to reflect on how to improve. Click into Scorecards to see how your conversations are evaluated and where you can grow.
In this conversation example, you received a perfect score. The evaluation is based on the Sandler Selling Methodology. Revenue supports top sales methodologies and custom scorecards.
Explore detailed metrics that show where you’re doing well and where there’s room to coach and grow.
Here’s a call where you scored 59%. You’re using Revenue for follow-up and prep, and you’re also getting coaching on every call, even when your manager’s too busy to provide feedback.