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Automate Sales Call Logging with Salesforce

Streamline your sales process by automatically transcribing and logging sales calls in Salesforce CRM. With Zapier and Otter.ai, eliminate manual data entry and ensure timely follow-ups with customers.

When a Sales Call Scheduled
Solution
1. Trigger Sales Call

Trigger when a sales call is scheduled.

Record the Call
Solution
2. Record and Transcribe Call

Use Otter.ai to record and transcribe the call.

Upload Transcription
Solution
3. Update Salesforce Record

Upload transcription to the contact's record.

Schedule Follow-Up Task
Solution
4. Schedule Follow-Up

Schedule tasks based on transcription keywords.

- Repeat -

Automation Benefits

Benefits of Automating Sales Call Logging

Transform your sales operations with these benefits.

Save Time

Reduce time spent on manual data entry by automating call transcriptions.

Enhance Sales Efficiency

Focus more on customer interactions and less on administrative tasks.

Ensure Timely Follow-Ups

Automated task scheduling ensures no follow-up is missed.

Improve Data Accuracy

Eliminate errors associated with manual data entry.

Streamline Sales Process

Integrate seamlessly with existing tools like Salesforce and Google Calendar.

Boost Sales Team Productivity

Allow your team to focus on what matters most—selling.

Features

Key Features of the Automation

Discover how this automation can revolutionize your sales workflow.

  • 1
    Automated Call Transcription

    Seamlessly transcribe calls with Otter.ai and update records.

  • 2
    Efficient Task Scheduling

    Automatically schedule follow-up tasks in Google Calendar.

  • 3
    Improved Data Accuracy

    Ensure accurate and timely updates to Salesforce CRM.

Feature

Outcomes

Expected Outcomes

Unlock the full potential of your sales team with this automation.

30%
Increase in Sales Productivity
90%
Reduction in Manual Data Entry
50%
Faster Lead Follow-Up

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FAQ

Frequently Asked Questions

Find answers to common questions about this automation.

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Pricing Plans

Our pricing plans

Choose a plan that is suitable for your needs.

One-Time
One-time Fee

Pay once for build out.

  • Custom project build (template / blueprint)

  • You choose platform (n8n, Zapier or Make)

  • Follows your requirements

  • Integrates with your systems

  • Paid after build maintenance

  • No recurring charges monthly

Build Fee + Maintenance Fee
from 300$/month

Pay for build + lower recurring maintenance fee.

  • Custom project build

  • We choose best platform

  • Follows your requirements

  • Integrates with your systems

  • Maintenance, priority email / Slack support

  • Monthly recurring charges, 3+ months contract

Recurring
from $600/month

Use our pre-built solution with no changes.

  • Existing solution access (no source code)

  • No platform selection

  • Integrates as described / documented

  • Integrates with specific systems and software

  • Maintenance, priority email / Slack support

  • Monthly recurring, 3+ months contract required