App Spotlight: Rafiki.ai for Zoho CRM
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Rafiki.ai for Zoho CRM
Enrich your Zoho CRM with the best customer insights across deals, opportunities, meetings, competitors, and notes. Get a unified view of your sales process by stage, deal, accounts, meeting, and AI-generated notes by topic to close more deals faster.
Business needs
- Delivering a stellar customer experience is vital to close sales, but not all companies can do it from the get-go. They need actionable insights to improve.
- 42% of sales reps often feel they do not have the right information before making a sales call, and only 13% of customers believe a salesperson understands their needs. Such stats clearly indicate there is a need to improve both sales conversations and coaching.
- Apart from winning deals, understanding customer conversations quickly and effectively is now also a critical competitive advantage.
- Conversation/revenue intelligence solutions are either too expensive or not comprehensive or accurate enough. Businesses are therefore forced to either buy an incomplete solution or shell out a fortune for an enterprise grade solution. Does that mean great customer conversations are exclusive to the large enterprises? Not anymore!
Solution
- Rafiki is an AI-powered revenue and conversation intelligence platform that provides in-depth and 360 degree visibility into customer conversations to discover topic and behavior patterns that impacts revenue to close deals faster.
- Rafiki leverages best-in-class Artificial Intelligence to record, transcribe, analyze, and summarize notes for all virtual meetings or telephony calls of an organization. It empowers customer-facing teams to get comprehensive, to spot, and correct deal risks, establish realistic revenue pipelines, and coach their team.
- Rafiki’s unique single-panel view across meetings, transcripts, and videos, and exclusive features such as AI-based topic tracking, pipeline/stage-wise deal analytics, successful rep’s topic pattern insights, conversation comparison metrics, scorecards, and powerful AI-driven conversation search capabilities. This empower sales teams to spot deal risks, close signals, onboard new reps quickly, coach struggling reps, and close deals faster.
Benefits
- Keep your ear close to the ground. Always know what’s going on in every sales conversation. Get precise, eagle’s eye visibility into all your deals to know what’s striking a chord with each customer and greatly shorten the sales cycle.
- Find out what’s blocking your deals, and how your product and company are spoken about in the context of your competitors. Identify roadblocks, churn signals, close signals, and customer cues instantly, and take corrective action to close more deals. Never leave money on the table again.
- Effective use of sales intelligence increases revenue productivity per sales rep by 17%.
- Keep track of which of your reps are killing it and which ones need help. Spot weaknesses and suggest personalized improvement areas at scale.
- Onboard new reps and get them up to speed in no time using Rafiki’s video and transcript snippets, playlists, scorecards, conversation metrics, and more.
- Emulate the success pattern of your best reps and build a champion sales team in weeks, not months!
- Empower your team to retrospect their calls themselves and help them get better with every call.
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