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 Intelligence 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 Intelligence 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 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 Settings, Organization 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
How does it display in each CRM?
Salesforce:
In the presence of an Opportunity, it is linked as a related note.
If there is no Opportunity, it will be attached to the Lead as a related note.
If there is neither an Opportunity nor a Lead, it is appended to the Contact as a related note.
If there is no Opportunity, Lead or Contact, it is connected to the Account as a related note.
If there is a task/event from logging the meeting, we also sending it to the task/event as a related note.
Note: The task/event needs to be logged to the CRM in order for us to attach the summary to it.
Hubspot:
As Hubspot doesn't operate with "Leads", Summary & Action Items are attached to Deals as a note.
In the absence of a Deal, it is connected to the Contact as a note.
If there is no Deal or Contact, it is linked to the Account as a note.
If you have logged a call via Jiminny, it will add the summary and action items to the calls description
Next Actions:
As always, reach out to your brilliant CSM or schedule a meeting with our sales team to get started!