What is Salescaling?
Salescaling is the sales observability platform to record meetings, analyze conversations, and improve sales performance.
What is Salescaling?
What is Salescaling?
Salescaling is a sales process observability platform designed to give you full visibility into your interactions and help you make more informed decisions, accelerating growth and improving your results.
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Registration and login
- Access app.salescaling.com.
- Sign up with your Google, Microsoft, or email account.
- Verify your account if necessary.
Invite the bot to your meetings
- From the /meetings page, you can click "Record Meeting" and copy the meeting link for the bot to join, or connect your calendar.
- The bot, our virtual assistant, automatically joins your meetings to record and analyze them once the calendar is connected.
- You can manage the meetings the bot will record from the /bot-manager page.
View your meetings
- On the /meetings page, you can see all your past meetings.
- Access transcripts, summaries, and clips for each meeting.
- Use the filters to find the meetings you need.
Review your performance
- Access the /analytics page to see metrics such as duration, customer participation, and AI Score.
- Find insights on what worked and what can be improved.
Share key moments
- Create clips and playlists to share with your team or use as training material.
- Our AI automatically generates clips from meetings once you have configured meeting types.
- You can do this from each meeting.
Important settings
Visit the /settings page to:
- Configure your team, their roles, and permissions.
- Enable integrations such as Google Calendar or Zoom.
- Manage your billing and subscription, your seats, and security preferences.
- Generate API keys for technical integrations.
- Configure your team's notifications.
- Configure meeting types so the AI generates clips automatically.
- Configure privacy rules to control who has automatic access to your meetings and calls.
Are you a manager?
As a manager, you can:
- View your team's performance.
- Configure custom sales methodologies.
- Receive aggregated insights by team or individual.
- Control bot settings, integrations, and more.
Check the Roles and permissions section for more details.
Do you have questions? Check our other sections or contact us at support@salescaling.com.