As soon as your call is over, Rafiki transcribes it and creates detailed notes based on topics such as deal risks, pricing/discounts, BANT, and other Rafiki generated topics. It also tracks attendees and highlights next steps, competitors mentioned, and more.
Rafiki’s integration with Zoho allows you to enrich your CRM with the best customer insights possible. The deal and account information from Zoho, in turn, allows meetings to be grouped properly under deals/opportunities and lets insights be further refined based on the stage of the call.
The Rafiki-Zoho CRM integration leaves reps to focus on working the deal based on salient observations. Reps get actionable real insights from your CRM to ensure your data is consistent across the team.