Question 1

Edit and manage recorded meetings

Accepted Answer

In Salescaling, you can edit or manage your recorded meetings once they have been completed and uploaded to the platform. These options allow you to review and adjust key information.

Edit meeting title

By default, Salescaling will assign the meeting title accordingly to the title of the event created in your calendar. You can change the title to whatever you like.

Share meeting

You can copy the direct link of the meeting to share it with other team members or clients.

Copy to CRM

You also have the option to copy the meeting information to send it directly to your CRM.

Delete meeting

If you no longer need a meeting, you have the option to delete it from

Question 2

How do I create an automatic follow-up email?

Accepted Answer

On the meeting screen, select "Generate follow-up email." The AI will create a draft that you can copy and paste.

Guide to generating follow-up emails

Question 3

Can meetings be scheduled in Salescaling?

Accepted Answer

Salescaling does not have a built-in meeting scheduler. However, we do have a calendar section that allows you to view your events synced with your built-in calendar, whether it's Google or Microsoft.

This feature helps you get a clear overview of your scheduled meetings and commitments, but please note that it's not possible to schedule meetings directly from the platform. To schedule new meetings, you'll need to do so through your external calendar.

Question 4

How to connect my Zoom account?

Accepted Answer

Integrating your Zoom account into Salescaling is a very simple and quick process. First of all, it should be noted that the integration occurs individually per user, that is, each user who wants to record their Zoom meetings must follow the procedure described below:

Step 1: Go to the Integrations Settings page
Step 2: Click on the Zoom “Connect” button:

Step 3: Accept the installation on the Zoom screen:

Step 4: You will be redirected to the Integrations Settings page and check that the integration is connected:

Once these steps are followed, the integration is ready and will allow our bot to enter all your meetings.

Question 5

What is Sales AI and how does it work?

Accepted Answer

Sales AI is our platform's artificial intelligence designed to optimize sales interactions and meetings. Through real-time analysis, Sales AI provides insights and key points, allowing sales teams to focus on what they do best: selling.

Key features:

Meeting Types: Our platform automatically classifies meetings into different types based on purpose, such as product demos, follow-ups, or negotiations, helping to segment data and analyze interactions more efficiently.
Smart Categories: This feature organizes meeting content into smart categories, identifying recurring topics, key questions, customer concerns, and action points. In this way, it facilitates preparation for future meetings and appropriate follow-up.

How does it work?

Once a meeting is recorded or uploaded to the platform, Sales AI is activated to analyze the content. It generates automatic clips and summaries and classifies both the type of meeting and the topics discussed. All of this is aimed at improving sales strategy and facilitating data-driven decision making.

Question 6

What is Salescaling?

Accepted Answer

Salescaling is a revolutionary SaaS platform that enhances your sales performance by recording, transcribing, and analysing every sales call. Using AI, Salescaling extracts valuable insights from customer interactions, offering personalised feedback based on real-life examples from your calls and your team's. Salescaling not only boosts the productivity of your sales team but also drives continuous improvement through detailed analyses that facilitate strategic decision-making, ensuring a more effective and efficient sales process.

How to unlock Salescaling's full potential

Take control of your meetings

In the business environment, every meeting counts. The platform allows you to easily access a list of all the meetings you have held or have scheduled, giving you the ability to review, manage, and organise each session efficiently.

Quickly visualise the status of each meeting (recorded, ongoing, or upcoming), access automatically generated transcripts, summaries, and clips.
Manage upcoming meetings, ensuring they are scheduled and ready to record. Invite our bot to any meeting, and it will handle the session's recording and transcription.
Review and analyse past meetings to extract valuable insights, share highlights with your team, or generate automatic follow-ups.

Analyse conversations with your clients

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