Rafiki.ai for Zoho CRM

Rafiki records, transcribes, and analyzes calls to enable great customer conversations and win more deals

Built for: CRM Developed by: Rafiki Inc
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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.

Key Features:

  • Your Web Conference meetings and Dialer calls are automatically associated with the Zoho CRM Account or Deal based on participants of the meeting and Account/Deal owner. Filter and track all your interactions and save time getting ready for customer meetings or reviewing deals with your manager.
  • AI-generated, topic-based meeting notes are automatically synced with Zoho CRM Deal. Know what is being said across the various sales rep calls and see trends. Analyze the topics that impacted deals — whether won or lost — and take action. Quickly create follow-up emails based on the summarized notes from each call.
  • Rafiki’s Deal Desk gives you a clear picture of what is going on in your accounts, reduces churn, and increases your win rate. Know exactly if the reps are handling the objections, engaging with multiple stakeholders, and having the right discussions with Rafiki’s AI-based topic tagging.
  • Equip your team with actionable data using Rafiki’s conversation metrics to improve rep efficiencies and bring your most struggling reps up to par. Provide guidance to the reps on how they can improve their pitch by showing what they could double down on or think about.

Tags

Deployment type API-built integrations
Published date Mar 25, 2021
Version 1.0
Category Sales
Pricing Paid
Vendor Website

Compatible Editions

  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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