AI Sales Assistant
AI sales assistant software, like Convert Assist, enhances sales performance by providing instant insights and suggested actions after each call, improving lead-to-sale conversion. It fosters team collaboration with consistent coaching notes and action plans, ensures personalized follow-up for better lead retention, and offers data-driven decision-making.
How CallRail’s AI sales assistant improves lead conversion and customer satisfaction on sales calls
Improved lead-to-sale conversion. By providing instant insights and suggested actions after each call, Convert Assist helps guide sales teams through the conversion process, maximizing the potential for closing deals.
Enhanced team collaboration. Convert Assist offers consistent coaching notes, action plans, and follow-ups to boost collaboration among sales reps across shifts or departments, reduce miscommunication, and ensure a unified approach.
Higher lead retention. The ability to provide personalized follow-up in near real-time significantly reduces the risk of losing leads due to delayed responses or missed follow-ups.
Increased productivity for sales teams. Automating follow-up messages and action plans lets sales agents focus on high-value tasks, like building relationships and closing deals, instead of drafting responses or planning next steps.
Consistency across touchpoints. Convert Assist ensures each lead interaction is guided by past conversations, creating a consistent experience across touchpoints. This fosters trust and professionalism, especially when multiple agents are involved or leads use different channels (calls, forms, or chats).
Data-driven decision making. Powered by AI, Convert Assist provides sales teams with a data-driven strategy. Teams can identify effective tactics, adjust messaging or follow-ups, and prioritize high-conversion leads, leading to informed and effective decisions.
Trusted reviews by businesses of all sizes.
Improve your sales process with AI sales assistant software
Explore how CallRail’s AI sales assistant software can benefit your business, team, and customers.
Call recording and analyzing
AI sales assistant software enhances call recording and analysis by automatically capturing conversations, providing detailed transcriptions, and delivering insights into customer interactions. This allows sales teams to identify trends, improve communication strategies, and boost overall performance effortlessly.
Instant coaching to elevate every conversation
Sales professionals can refine their communication strategies almost instantly with AI sales assistant software. By analyzing conversation patterns, it provides tailored coaching to enhance engagement and drive results.
Crafted messages for swift lead re-engagement
AI sales assistant software intelligently crafts personalized messages that effectively re-engage leads, enhancing communication and boosting the chances of conversion by providing timely and relevant follow-ups.
Tailored next steps to boost lead conversion
Personalized next steps provided by AI sales assistant software enhance lead conversion by analyzing customer interactions and preferences. This technology guides sales teams with actionable insights to effectively engage potential clients and close deals.
CallRail goes great with everything
Seamlessly integrate CallRail with your marketing tech stack to access accurate, complete attribution data.
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Hear what our customers are saying about CallRail’s AI sales assistant software
"CallRail has helped us identify some minor issues with our customer service over the phone with our clients. It has allowed us to provide positive feedback to our employees in helping them become educated on how certain calls can be handled more effectively."
Thomas R.
G2 Customer Review
“The CallRail Call Coaching feedback, when it's auto-generated, will often touch on the same kinds of things that I'll be prepared to deliver to our team members - and in some cases, will pick up on things that maybe I might have missed. So, that's extremely powerful.”
Tom Gonzales
Operations Strategist, Ohana Dental Implant Centers
“Today, I’m spending less time monitoring calls and more time serving our customers—which is the way it should be.”
Vlad Kandybovich
CEO, Qshark Moving Company
AI Sales Assistant 101
How does Convert Assist actually work?
How does it help me convert more leads?
How easy is it to get started with Convert Assist?
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Your 14-day free trial comes with our entire suite of marketing analytics tools.
No credit card required. No commitment (unless you love us, which we think you will).
Your 14-day free trial comes with our entire suite of marketing analytics tools. No credit card required. No commitment (unless you love us, which we think you will).
