R
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RickC137

Account Executive

Opinionated
Good Citizen

Need to know if this is a stupid idea - would you find this small product valuable? (feedback appreciated)

I've been manually sending my discovery call transcripts to an AI via an API (not chatGPT) and asking it to pull my discovery fields (think MEDDIC) so I can easily put them into salesforce + summarize some notes for me. Saves me a ton of time.


Its saved me so much time that I am considering building something that automatically does this for me (likely a zoom app + salesforce integration). If I do, is there anyone out there who would also like to use it (for free of course)?


P.S. I know there are a few companies out there who do something similar like Winn.ai, but I can't find anything that actually keeps my sfdc fields up to date.

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12 comments

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braintank
Politicker
3
Enterprise Account Executive
is it faster than doing it the old fashioned way?
RickC137
Opinionated
0
Account Executive
Yeah. You'd get an email after your call with all of the fields already filled out and then you'd just hit "approve" or something like that.
Pachacuti
Politicker
2
They call me Daddy, Sales Daddy
Most big solutions started small. If you believe in it, go for it!
TennisandSales
Politicker
1
Head Of Sales
ok so if I'm following, you have fields in your SFDC that you have to update for every opp and this product would pull that info from your call transcripts and update it for you?

So your call transcripts get sent to the AI automatically?

I feel like....this could be helpful.....but idk if I would do it hahaha!
RickC137
Opinionated
1
Account Executive
Yeah thats the general idea - I've been using the Ai to do it recently and it has actually returned better inputs than I would have done myself. If I end up building it I might have you give it a try.
SaaSsy
Politicker
1
AE
yes this sounds amazing! All my calls are recorded anyway so I would love to have SF auto update MEDDIC notes/next steps. A company spending money on it…um call me next year.
RickC137
Opinionated
1
Account Executive
Hahaha I will hit you up once it’s complete!
CuriousFox
WR Officer
1
🦊
I could see how this could be useful to many.
Kosta_Konfucius
Politicker
0
Sales Rep
Very cool, how long did it take you to create it
RickC137
Opinionated
0
Account Executive
The version I use now took me about 3 hrs. but the version that I want to build will probably take me a few weeks.
Diablo
Politicker
0
Sr. AE
Did you look at dooly?
RickC137
Opinionated
0
Account Executive
I haven’t, I will look into it. I thought they were more for notes and a better salesforce UI like scratchpad

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