Enhancements include integration of information captured in meetings into CRM records and a new mobile app that summarizes face-to-face conversations
Highlights
- Meeting Insights now supports integration with leading CRM systems, allowing seamless transfer of meeting intelligence into CRM records. The first implementations connect Meeting Insights recaps with Salesforce CRM and Microsoft Dynamics 365.
- The integration enables CRM records to be updated directly from Meeting Insights through an intuitive, streamlined process.
- Data captured from meetings held on leading UCaaS platforms such as Microsoft Teams and Zoom, as well as imported recordings and face-to-face meetings, can be automatically synchronized with the corresponding CRM account, opportunity or lead. This enriches CRM records with detailed meeting information and customer engagement history.
- The new mobile app client for iOS and Android supports new capabilities such as face-to-face meetings recording and summarization without the need for UCaaS connectivity.
- The mobile app also supports the uploading of video and audio recordings directly from users’ mobile phones.
- The new capabilities maintain Meeting Insights’ enterprise-grade security standards ensuring compliance and data integrity.
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Details
AudioCodes , a leading provider of unified communications voice, contact center, conversational AI applications and services for enterprises, announced the addition of new major capabilities into its acclaimed Meeting Insights solution. These enhancements include integration with leading CRM systems such as Salesforce and Dynamics 365, and the release of a new mobile application client that facilitates capturing and summarization of meeting information during face-to-face interactions. These strategic advancements aim to address the challenges organizations encounter in effectively capturing and utilizing customer interaction data across various communication channels.
“The integration of Meeting Insights with leading CRMs bridges the gap between meeting content and CRM systems, preventing the loss of crucial insights and minimizing the risk of manual errors,” said Shabtai Adlersberg, CEO of AudioCodes. “By connecting Meeting Insights with CRM solutions, we are enabling organizations to seamlessly transform meeting intelligence from any meeting, whether online or face-to-face, into valuable CRM data. This integration is a significant step in our mission to empower enterprises to drive smarter, data-driven decisions across teams, and enhance informed decision-making for management.”
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By automatically capturing and analyzing meetings content and streamlining updates to CRM records, Meeting Insights enhances CRM data with rich meeting context and insights. The AI-powered integration ensures that CRM updates are based on actual meeting content and conversations rather than relying solely on manual notes that may be incomplete or reflect individual interpretations. As a result, teams can spend more time driving value, accelerating sales cycles and improving customer satisfaction, ultimately enhancing overall business productivity and growth.
The CRM integration with Salesforce and Dynamics 365, as well as the new mobile application, are being made available to selected customers initially. Integration with the Salesforce CRM and the mobile app will be generally available at the beginning of Q2 2025.