One of the most common challenges teams face is getting a quick grasp on what’s going on in the client or prospect journey. Now, imagine if you could take an hour-long meeting and understand exactly what happened and the key action outcomes in just 90 seconds!
What are Summaries?
Summaries are a streamlined way to condense a meeting into a few key components and ensure that anyone reading the summary has a strong high level understanding of the meeting and its outcome.
This insight allows the reader to understand potential opportunities and risks revealed within the meeting and be prepared for subsequent meetings quickly and efficiently.
How do they work?
Summaries are automatically generated from the transcription of your meetings and can be found within the Jiminny Flashback tab of the Playback page.
The key takeaway from this section is that you don’t have to do anything once you’ve set up the Jiminny platform; summaries are generated automatically for each meeting / call you have - just sit back and enjoy!
What are Action items?
AI-powered Actions items provide a list based on your meeting on key action items needed to progress the conversation.
These can be found within the Flashback tab, alongside the summary.
Sending Summaries and Action Items to your CRM automatically:
We are thrilled to announce that summary to CRM is now something you can toggle on at the organizational level and enable instantly.
This functionality is available for Salesforce and Hubspot at present however we’ll keep you updated on future innovations for additional CRM’s.
What languages are summaries available in?
Summaries are available in all transcription languages we have. What this means is that we’re automating the note-taking across multiple languages at scale to give your international sales reps this timesaving hack tool.
How do I get access?
If you’re a Jiminny customer then you already have access to summaries and all you need to do to turn on automatic summaries to CRM is head to Organization Settings > Activity and toggle the “Send Activity Summary to CRM”button on.
Which CRM's can I use this functionality for?
At present, this functionality is available for:
Salesforce
Hubspot
Zoho
How does it display in the CRM?
If your organisation has manual or automated logging available we will wait for that to occur and a task/event to be created. At that point we will attach the summary and action items as a note to the task/event.
If your organisation doesn't use any CRM logging then we will try to look for the most relevant CRM object and log the summary as a note there. The order we look for is the following - Opportunity/Lead/Contact/Account.