Identify, monitor, and execute timely account expansions with real-time reports and indicators.
Proactively identify at-risk customers and prevent churn using automation, early warning insights, and more!
Understand your customers interactions with your product and make informed product success decisions.
Define and track onboarding by phase, user progress, account, and portfolios.
Intelligence-driven, scalable insights for onboarding, adoption, retention, and revenue growth.
Handle this critical component of the post sales customer journey.
We aren’t just any Customer Success platform. We have the insights, imagination, and technology that others don’t.
Get a complete view of your customer and all their moving parts.
Deliver consistent customer experiences and repeatable success.
Create the right scoring system for your organization.
Create alert rules that are flexible.
Manage, analyze, and optimize your customer interactions.
Track your tasks easily by account, product, and outcome categories for better efficiency.
Create dynamic segment across accounts and users.
Drive adoption, upsell and cross-sell using extensive product data.
Automate your actions, alerts, playbooks and more.
Proactively uncover key insights and receive data-driven recommendations for your team.
Transcribe your calls and catch key phrases used by customers to trigger actions.
Improve decision making and actions for enhanced outcomes.
Unlock value from your data with our embedded Business Intelligence solution.
Meet the industry’s first virtual assistant (SIA) designed for customer success and account management.
Our core values, team, and community
Get in touch anytime.
Don’t miss an episode of the Customer Success Intelligence Podcast
Our annual survey captures the current state of CS Intelligence and automation.
Resources for new and seasoned Customer Success teams.
Features and SDKs you can integrate into your apps.
Calculate the potential ROI you could achieve with SmartKarrot CS.
Revolutionize your note-taking process and boost your productivity with AI notetakers. Say goodbye to traditional ways & embrace technology.
A business needs to keep track of all the critical data and insights to stay ahead of competitors. Note-taking is the perfect way of doing it, but you already know that as the VP or director.
However, traditional methods do not work well in today’s scenario. Those methods may result in errors and inaccuracies and can be time-consuming.
Businesses can use AI note-taking tools to streamline the process and generate reliable results. We will discuss how AI notetakers can help you take accurate notes and stay on top of the game.
AI notetakers are tools that can take notes and summarize the main points of a virtual meeting. These tools perform accurate text-to-speech transcription, allowing you to focus on your work without interruptions. These tools use Artificial Intelligence and Machine Learning protocols for this transcription.
AI note-taking tools can transform your work and allow you to focus on more corporate tasks. Here are some advantages:
Taking notes can take a lot of time, and you can not focus on tasks. AI notetakers can summarize the points with little to no delay and can save you time. You can utilize this time to focus on crucial tasks and carry the meeting forward.
When you take notes, you will likely make mistakes and errors. Your transcript can contain false entries, double entries, and other inconsistencies. But if you use AI notetakers, they will make accurate transcriptions of the things said in the meeting.
When you can save time and have an accurate transcript in your hand, your productivity will drastically improve. AI note-taking tools can help you with these things, as stated above. You can pay attention to the core competencies of your business as the company’s CEO.
The customer success team can benefit in many ways by using AI notetakers. Here are some examples of how AI can help in customer success:
If an organization’s sales and customer success teams are not on the same page, it can be difficult to achieve customer satisfaction. Also, conveying a call’s minute details to another team is not always possible. So, how can these tools help in this situation?
Considering the situation above, the sales team can use an AI note-taking tool to record and create a meeting transcript. The tool can summarize the meeting with the major actionable decisions and plans, which can be shared with the customer success team. It improves team collaboration, and when everyone is in the loop, they can heighten the company’s success.
The customer success team must regularly collaborate with the organization’s sales and marketing teams. Understanding what your customers need before coming up with any strategy is essential. The assistant can help teams capture customer requirements to specific detail, thus allowing teams to identify at-risk customers and predict customer churn rates.
As per a recent survey, 60% of market leaders think AI can improve customer experience. They further explained that AI notetakers could play a big role in improving customer success rates.
But the question is how? The sales and marketing teams can monitor the calls and meetings and share the notes. The customer success team can review those notes to identify the pain points by studying the trends and patterns in customer behavior and develop a better strategy to resolve those issues.
These tools may also help companies monitor and analyze the team’s efforts toward customer success. The notes may provide a map of how the team should approach the issue, and you can check if the team is doing it correctly. This can provide insights into the team’s operational efficiency and what can be done to improve it further.
Currently; most organizations offer personalized yet reactive customer support. However, a study by Gartner in 2021 shows that proactive support is the future of customer engagement and experience. The notes from previous customer interactions are like an organization’s gold mine of data. You already have what you need to know about your customers. Using the inferences, the team can work on offering personalized, proactive customer support services. It would help in retaining customers and attracting new faces as well.
If a business has to sell its products and services, it needs to have a better relationship with its customers. It would only be possible if the sales reps engaged with them and efficiently listened to their requests. But data shows that many sales reps focus on non-essential tasks more often than essential revenue-generating tasks.
Sales reps can engage in high-quality conversations if they use AI notetakers to record the calls/ chats. This would help customers make the best decision from the awareness stage to the consideration stage of their sales journey. After a purchase is completed, the team can follow up to understand whether the customer is satisfied with the product/ service. Or if the customer needs some assistance regarding the products. These follow-ups would build a relationship with the consumer, turning the person into a loyal and returning buyer.
Businesses can use AI note-taking tools in the following ways:
You can use AI notetakers to accurately record the meeting proceedings or any discussions. This record is an actionable blueprint for your business; you can return to it whenever you want. With this technology, you don’t have to rely on your employees to take notes. This means every participant can have the opportunity to engage in the conversation and provide their input.
AI notetakers can also be used during survey calls or virtual data collection. The notes presented by these tools can be studied to identify and predict patterns undetectable to human eyes. Using the information, a business can develop new product/service ideas.
AI notetakers can be used in customer service to capture data from customer interactions via phone calls or chats. The notes can provide important insights into customer behavior, preferences, and emotions. The data can later be used to improve the quality of customer service through AI CS.
While arranging employee training sessions, companies can share notes created by AI tools. This way, people would focus on the training session and retain the knowledge well, especially if they don’t have to worry about taking notes.
Otter.ai is one of the market’s most known AI note-taking tools. It can be used to record audio, create meeting notes, and capture the points of a Powerpoint presentation. Using this AI tool can boost your productivity and make the experience seamless.
You can use Fireflies to automatically transcribe virtual meetings and analyze the data. Many organizations use this tool to improve productivity and save valuable time and resources.
You can see AI notetakers can bring the best results for your customer success team. However, every business owner has some requirements and expectations from these tools, and not all AI tools can fulfill that. It is necessary to understand which tool would be the perfect match for your business, one that would integrate with all the existing tools and processes within the organization. Here are the steps you need to figure out the right fit for your organization’s AI customer success story:
You will find free and premium AI note-taking tools with many features and benefits. Ask these questions before deciding:
As stated earlier, you may need specific features of an AI notetaker to improve your team’s efficiency. You need to identify which features will work best for your business. Ask these questions:
After you have compared every AI note-taking tool against this checklist, you will have the perfect option.
AI notetakers make the experience easier for everyone, but you can take it further. Here are some of the best practices to follow while using an AI tool to take notes during the meeting:
You can configure these AI tools to sync automatically with your calendar and start running whenever a meeting occurs. You only have to set it once; then it will record the meeting and create notes. You don’t have to worry about that anymore.
Or, you can try the manual configuration; in this method, you must press the button to record the session. If you are concerned about the privacy of your clients, you can choose this option.
When you sync the tool with the agenda, your notes will be of far better quality. Depending on your tool, you can use it to visualize timelines, track the topics discussed, and what topics still need to be discussed.
It is imperative to use the tool to record and summarize for the entire meeting duration (unless otherwise specified). You can refer to these transcriptions in the future and develop better strategies. When you use the tool, you can redirect your focus to engaging with the customer and not on the note-taking task. You may use the tool for a successful customer onboarding and offboarding journey.
After the meeting, the sales/ marketing team should share the findings with other customer success team members. This way, everyone knows the conversation and how to accomplish the goal.
Once you have come up with a plan on how to focus on customer success, now it’s time for tracking. You can refer to the notes and see how far your team has come. You can check the areas that need work and where the team excels at the job.
The notes can be a template for the next team meeting/ brainstorming session. Now, you would know what to expect and how to proceed. With time, your team’s efficiency will improve, and you may use the tool’s features to improve efficiency for AI customer success stories.40
AI notetakers are game-changing for customer success, and not utilizing them to stay ahead of the competition would be an unwise decision. These tools can save time, improve accuracy, help your team forge better customer relationships, and increase the brand’s customer loyalty.
Shivani is a talented CS manager with the skillsets to elicit, scope and manage end-to-end B2B SaaS project delivery. She has a keen interest in depicting her learnings in customer success by writing resourceful blogs and articles.
Published April 27, 2023, Updated May 22, 2023
Discover how Conversation AI and ChatGPT revolutionize remote work for...
14 Jun, 2023
Learn how Conversation AI and ChatGPT effectively address remote work ...
19 May, 2023
In this blog, learn how Conversation AI and ChatGPT overcome remote wo...
Sign up for SmartKarrot’s newsletter.
See how SmartKarrot can help you deliverwinning customer outcomes at scale.