Sales Call Intelligence
Pulled buyer concerns, competitor mentions, and deal risks out of sales-call notes.
I designed the system and led development of the workflow.
I worked with Sales, Pre-Sales, Product Marketing, and deal teams to fit it into the tools they already used.
Problem
Important details were buried in call notes and transcripts. Pre-Sales and deal teams often found buyer concerns, competitor mentions, and technical blockers too late.
Solution
The system read call notes and transcripts, extracted buyer and competitor signals, and sent them to Slack, email, and Airtable or CRM records.
Outcome
QualitativeSales and Pre-Sales got buyer, competitor, and deal-risk signals earlier—inside the tools they already used.
How it works
Ingest
Captures call notes and transcripts from sales conversations
Extract
Identifies buyer intent, competitive signals, and technical constraints
Structure
Formats each signal for the CRM and Airtable
Route
Sends the signals to Slack, email, and GTM workflows
Use
Gives Pre-Sales the details during RFPs and deal reviews