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Goelo

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Marketing

Meetings

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About Goelo

Goelo is an AI-powered conversational intelligence platform designed to streamline the sales process by automatically recording meetings, generating summaries, and populating Salesforce CRM fields. It enables users to focus on customer interactions without the distraction of note-taking, while also providing insights and data organization to enhance sales productivity. The platform integrates seamlessly with popular tools like Google Workspace and Microsoft 365, making it accessible for teams looking to improve their sales efficiency.

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.

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