vokaluThey’re on spreadsheets today, the VP of ops, Dana, signs off, and they need something live before the March board meeting. Procurement wasn’t mentioned.
Economic buyer: Dana, VP of Operations. Decision process: needs to be live before the March board meeting. Paper process: Not discussed.
Note templates for this work
Pick a template when you start Notes, for a live meeting or an uploaded recording. MEDDPICC and Discovery call mark every section the call didn’t cover with “Not discussed.” Your team can add its own templates too.
- Metrics
- Economic buyer
- Decision criteria
- Decision process
- Paper process
- Identified pain
- Champion
- Competition
- Risks
- Next steps (owner, date)
- Company and their role
- Current situation
- Pain points and their impact
- Goals
- Current tools
- Budget and timeline
- Decision makers
- Objections
- Next steps
- Deal summary
- Stage and close date
- Stakeholders
- Risks and blockers
- What we need
- Next steps (owner, date)
Dictation for the rest of the day
Follow-up emails while the call is fresh
Dictate the recap into Gmail or Outlook right after the call. Vokalu lays it out as an email and keeps your greeting and sign-off on their own lines.
CRM notes in seconds
Click into the opportunity’s notes field and say what changed. Vokalu types it wherever your cursor is: Salesforce, HubSpot or anything else.
Ask the call afterwards
“What did they say about budget?” Vokalu answers from that call’s transcript.
Questions worth asking
Does a bot join the sales call?
No. Vokalu records your microphone and the call’s audio on your own computer, so it works in Zoom, Teams, Google Meet or a phone call on your laptop, with nothing joining.
Does it update my CRM automatically?
No. Copy the notes into your CRM, or dictate straight into the CRM’s notes field. Vokalu doesn’t connect to your CRM account.