After the call
Your notes and follow-up, ready when you hang up
A summary, your notes, CRM updates and a call score, ready when the call ends.
A summary in plain words
What they want, what you agreed, and who does what next.
Dana is open to a 10-customer pilot, measured on retention.
Action items
- Send pilot review times You
- Share retention numbers Acme
Answers to what you couldn’t answer live
If a technical question needed more detail, Inkly drafts the answer from your docs, ready for the follow-up email.
- Technical“Do you sign a HIPAA BAA?”Yes, on every healthcare plan. From: Security FAQ
- Technical“Can we export to Snowflake?”Yes, nightly. From: Integrations guide
Your notes, filled in
Inkly adds what you missed and highlights its additions.
Dana signs off over $50k.
Problem: week-two drop-off.
Frustrated with Northstar’s setup time.
Asked for 20% off; offered a pilot credit.
Your CRM, updated for you
Salesforce or HubSpot, updated with the stage, objections raised and next step. You approve each change.
- Stage
- Evaluation
- Decision-maker
- Dana Ruiz
- Problem
- New customers drop off in week two
- Competitor
- Northstar
- Objections
- Price, switching cost
- Next step
- Pilot review next week
How Inkly scores a call
A score out of 100, from six things a sales coach looks at.
Talk time
How much of the call you spent talking.
Longest stretch talking
Your longest stretch without a pause.
Questions asked
How many open questions you asked.
Qualification
How much of MEDDICC, BANT or SPICED you covered.
Next step
Whether you left with a date.
Discovery steps
Which discovery steps you covered.
See Inkly on a real sales call
Book a 30-minute demo. We’ll show you Inkly helping on a live call, using material like your own.