Segmetrics
Build top sales teams with AI-driven meeting insights
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Overview
The integration between WeldParcel and Segmetrics synchronizes essential data, providing critical business insights and streamlining your sales operations. This integration enables you to view WeldParcel's data directly within Segmetrics, offering a comprehensive overview of customer interactions and sales activities.
How it works
Auto-sync Calls & Notes: Push summarized meeting notes, follow-up actions, and key highlights directly into WeldParcel contacts and opportunities.
AI-Powered Insights: Track talk ratios, sentiment shifts, objections, deal risks, and competitor mentions - right from your CRM.
Custom Field Mapping: Map conversation insights to the exact WeldParcel fields you care about for precision reporting.
Deal Intelligence: Monitor pipeline health through AI-curated deal summaries and stage-aware coaching suggestions.
Meeting Summaries in Context: Get key takeaways and action items logged automatically after every customer interaction.
Configure
- Go to the Integrations page in your Segmetrics Settings.
- Click on the 'Connect' button under the WeldParcel icon.
- A new page will open to authorize WeldParcel. Log in to your WeldParcel account and grant access.