Goelo

About Goelo

Goelo key features

• **AI Meeting Assistant**: Automatically records, transcribes, and generates summaries of meetings, allowing users to focus on customer interactions.
• **Salesforce Auto-fill**: Analyzes customer conversations to automatically populate Salesforce fields, ensuring up-to-date CRM data.
• **Custom Summary Prompts**: Users can create custom prompts for meeting summaries tailored to specific sales stages or types of meetings.
• **Integration with Popular Tools**: Seamless connectivity with Google Workspace, Microsoft 365, and video conferencing platforms like Zoom, Meet, and Teams.
• **Infinite Memory Feature**: Retains detailed information about customer relationships, enhancing the sales experience and knowledge retention.

Goelo use cases

• Automatically record and transcribe meetings to generate AI-powered summaries, allowing sales teams to focus on customer interactions.
• Extract key insights from meetings, including MEDDIC, BANT, and next steps, to enhance sales strategies and methodologies.
• Sync meeting data directly into Salesforce, ensuring CRM fields are updated in real-time for improved data hygiene.
• Utilize an AI-driven "Second Brain" to retain and access detailed information about customer relationships, enhancing the buyer experience.
• Integrate seamlessly with popular tools like Google Workspace and Microsoft 365, as well as video conferencing platforms such as Zoom and Teams.

Useful for

• **Automated Meeting Summaries**: Goelo automatically records, transcribes, and generates summaries of meetings, allowing users to focus on discussions rather than note-taking.
• **Salesforce Integration**: The application syncs meeting insights directly into Salesforce, ensuring that CRM data is always up-to-date and reducing manual entry errors.
• **Enhanced Productivity**: By automating note-taking and data entry, Goelo helps sales teams reclaim valuable time, increasing overall productivity and allowing more time for selling.
• **Customizable Insights Extraction**: Users can customize prompts to extract specific insights from meetings, tailoring the information to their unique sales processes and methodologies.
• **Infinite Memory for Customer Relationships**: Goelo's "Sales Second Brain" feature retains detailed information about customer interactions, enhancing relationship management and improving the buyer experience.