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Salespeak- Sales ops guide

Updated

Overview

This document outlines how Salespeak enhances both visitor engagement and internal efficiency through intelligent automation:

  1. How Salespeak Interacts with Visitors/Prospects

    • Engaging Conversations: Acts like a domain expert, holding intelligent, real-time conversations with prospects—even after business hours.

    • Lead Qualification: Asks smart qualifying questions to ensure only relevant leads reach your sales team.

    • Multi-Modal Interaction: Connects with prospects via web chat, voice, and email for a seamless, personalized experience.

    • Continuous Learning: Improves over time by learning from past conversations.

  2. How Salespeak Helps Customer-Facing Staff

    • Automatic HubSpot Integration: Instantly creates new contact records with essential info like Name, Email, Company, and Lead Source. (And additional custom mapping)

    • Comprehensive Summaries: Generates detailed conversation notes and attaches them to HubSpot contact records for smooth handoffs.

    • Daily Slack Insights: Sends a daily summary with companies engaged and key topics discussed, helping staff prioritize ABM efforts.

    • Real-Time Notifications: Alerts your team the moment a high-intent lead engages, so they can jump in or follow up instantly.

 

What Salespeak Does for You

Effortless Lead Tracking

  • Never miss a lead again! Salespeak automatically creates and updates contact records in HubSpot
  • Every conversation is captured, so you always have context about your prospects
  • Essential contact details are automatically logged:
    • Name
    • Email
    • Company
    • Conversation summary

HubSpot Superpowers

  • Full visibility into every interaction
  • Comprehensive notes are added directly to the Contact object as a Note object
    • Conversation summary and topics discussed 
  • Track lead sources automatically
  • No more manual data entry

Communication Command Center

Slack: Your Real-Time Sales Companion

  • Stay informed instantly
  • See conversation threads in real-time
  • Receive critical alerts:
    • Demo scheduling requests
    • High-priority lead interactions
  • Respond directly from Slack
    • Your messages will reach the prospect on their next website visit

Daily Sales Intelligence

  • Daily Slack summary shows:
    • Companies you've interacted with
    • Key conversation topics
  • Perfect for planning your Account-Based Marketing (ABM) approach

Email Follow-up Magic

  • The AI will follow up each conversation with a summary and CTA for the user, adding as CC additional team members on follow-up emails
  • Ensure nothing slips through the cracks
  • Keep your team aligned without extra work

Pro Sales Tips

  • Check your Slack notifications first thing
  • Review daily company summaries
  • Use conversation insights to personalize your approach

Quick Win Checklist

  • ✓ Check Slack notifications daily
  • ✓ Review contact notes before follow-ups
  • ✓ Leverage conversation summaries for personalized outreach

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