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Your No-code and AI Automation PartnerAutomate 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
1. Trigger Sales Call
Trigger when a sales call is scheduled.
Record the Call
2. Record and Transcribe Call
Use Otter.ai to record and transcribe the call.
Upload Transcription
3. Update Salesforce Record
Upload transcription to the contact's record.
Schedule Follow-Up Task
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.
- 1Automated Call Transcription
Seamlessly transcribe calls with Otter.ai and update records.
- 2Efficient Task Scheduling
Automatically schedule follow-up tasks in Google Calendar.
- 3Improved Data Accuracy
Ensure accurate and timely updates to Salesforce CRM.
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's 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
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.