All Use Cases
Account Executives

Win More Deals With Complete Conversation Intelligence

Complex sales cycles generate dozens of conversations. Sync My Calls ensures nothing falls through the cracks — and gives AI the context to advance every deal.

Your AEs Are Managing Deals From Memory

Enterprise deals involve multiple stakeholders, months of conversations, and critical details that determine win or loss. When context lives in reps' heads instead of your CRM, AI can't help with forecasting, deal progression, or competitive intelligence.

  • Multiple stakeholders across different departments
  • Weeks or months of conversations and follow-ups
  • Competitive intelligence gathered across many calls
  • Critical details that determine win or loss

Manual note-taking means important context gets lost. Deals slip through the cracks.

Every Stakeholder Call. Every Detail. In Your CRM.

Sync My Calls captures every conversation and links it to the right opportunity. AI analyzes sentiment, tracks objections, and surfaces deals that need attention — because it has the full picture, not just what reps remembered to log.

Recorded Full transcript of every stakeholder call
Analyzed AI extracts key topics, objections, and next steps
Associated Linked to the right opportunity and contacts
Searchable Find any conversation detail instantly

Your CRM becomes a complete record of every deal interaction.

Powerful deal intelligence

Getting transcripts into your CRM unlocks insights that drive revenue.

Deal Progression

  • Track stakeholder sentiment over time
  • Identify deals that are stalling or going cold
  • Surface conversations that need follow-up
  • Monitor multi-threading across contacts

Stakeholder Mapping

  • Auto-detect new stakeholders mentioned in calls
  • Track each person's concerns and priorities
  • Identify champions, blockers, and decision makers
  • Build relationship timelines automatically

Competitive Intelligence

  • Capture competitor mentions across all calls
  • Track how positioning evolves through the cycle
  • Identify common objections and winning responses
  • Share competitive insights with the broader team

Forecast Accuracy

  • Ground forecasts in actual conversation data
  • Identify verbal buying signals and commitments
  • Track progression of pricing discussions
  • Reduce reliance on subjective deal assessments

Typical AE workflow

1

AE conducts discovery, demo, and negotiation calls with a recording device

2

Each call is transcribed and linked to the opportunity

3

AI summarizes key points and updates opportunity stage

4

Manager reviews deal progression with conversation context

5

Handoff to Customer Success includes complete deal history

For AEs managing 20+ active opportunities

100%

Complete context on every deal

Faster

Deal reviews with managers

Higher

Win rates with better follow-up

Smoother

Handoffs to Customer Success

Ready to close more deals?

Give your AE team complete conversation intelligence.

Get Started