AI Scorecard Predictions: Scorecards That Update From Your Meetings
Watch Elvance read a meeting transcript and suggest scorecard updates for the SE to review, in under a minute and a half.
Why It Matters
The call ends, the next one starts, and the scorecard waits. By forecast day, budget, pain points and close dates on the Opportunity are a week out of date, and leaders are calling the number on stale information.
Elvance reads the transcript from your meeting tool and suggests the updates for you. The SE reviews each one, sees the exact part of the conversation it came from, and accepts or ignores it. The scorecard stays current without anyone retyping the call.
What You’ll See
- The meeting tools shown in the video: Gong, Microsoft Teams, Google Meet, Chorus, Zoom, Otter.ai and Avoma.
- AI Meeting Suggestions on an Opportunity: a summary of the meeting plus suggested updates to fields such as Budget Confirmed, Pain Point Summary, Target Close Date and Score.
- A confidence score on every suggestion, and the transcript quote behind it.
- Accept one, ignore one, or accept all, and the scorecard updates.
Where does the meeting data go?
Your PreSales data lives in your Salesforce org. Optional AI features use OpenAI or your own AI provider. See the Architecture and Security Overview and Sub-processors for details.
See Your Own Calls Fill Your Scorecards
Book a call and we’ll show AI Scorecard Predictions with the meeting tools your team already uses.