SalesLens Onboarding

 In this guide, you’ll learn how to upload recordings, connect integrations like Zapier, configure language preferences, and design effective AI-driven assessment questions. By setting these foundations correctly, you ensure that every call you analyze turns into actionable insights for improving your team’s performance.

Uploading Call Recordings

Uploading sales calls to SalesLens is simple and easy. First, you need to sign in to your SalesLens account and navigate to the Upload Page. From there, you can drag and drop your files into the uploader or select them manually from your device.

ASSESSMENT CATEGORY

When uploading your sales calls, you can choose to analyze them with a specific set of assessment questions. You can use different assessment categories to analyze different types of calls.

Upload Call Recordings Automatically via Zapier

 

Zapier lets you connect SalesLens with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.


Start using Zapier to upload call records to SalesLens:

zapier

Integrations with CRM and Call Platforms


Customize Language Settings

What language is supported for call analysis?

SalesLens can analyze sales calls in several languages, including English, Spanish, French, German, Italian, Portuguese, Japanese, Russian, and more.
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However, it's important to note that the availability of language support may vary depending on the specific implementation and context in which these technologies are being used.

Set up default language for your company  at Workspace settings.   
You could mark checkbox Automatically detect the language of the conversation     to activate a automatic language detection for all downloaded calls.

Setting up Language Settings in Your Profile

As a customer of a SalesLens platform, you may have the option to customize your language settings within your user profile.

To set up your language settings, navigate to your User Profile and look for language preferences.

Once you have set up your language preferences, the platform may generate content in your preferred language. For example, if you have set up your language preferences as French, any messages or notifications you receive from the platform will be in French.

Setting Up Assessment Questions:
best practices and examples

Analyzing sales calls using artificial intelligence (AI) can provide valuable insights into the performance of sales teams. However, the accuracy and usefulness of the analysis depend on the quality of the questions given to the AI system. In this article, we will discuss how to create a good question for AI to analyze sales calls and provide some examples of effective questions.

  1. Define the objective of the analysis. Before creating a question, it's essential to define the objective of the analysis. For example, you may want to analyze sales calls to identify common objections from customers or to evaluate the performance of sales reps. Once you have a clear objective, you can create a question that will help the AI system to achieve that objective.
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  2. Use specific and clear language. Avoid using vague or ambiguous language that could confuse the AI system. Use simple language that is easy for the AI system to understand. For example, instead of asking "How did the customer respond to the sales pitch?" ask "Did the customer express interest in the product?"
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  3. Use closed-ended questions. To make the analysis process more efficient, use closed-ended questions that require a simple yes or no answer. This will make it easier for the AI system to analyze the sales calls and provide accurate results. Avoid open-ended questions that require subjective answers.
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  4. Avoid leading questions. Leading questions can bias the analysis results. For example, instead of asking "Did the sales rep do a good job of handling the customer's objection?" ask "Did the customer's objection get resolved during the call?"
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  5. Provide context. To help the AI system understand the sales call better, provide context in the question. This could include information about the customer, the product, or the sales rep. For example, "Did the customer express interest in the product after hearing about its features from the sales rep?"

    Please use Quality Assessment tab to set up AI scoring questions. 

Examples of effective questions:

  1. "Did the customer ask any questions about the pricing during the call?"
  2. "Did the sales rep use any objection-handling techniques during the call?"
  3. "Did the customer express any concerns about the product's quality during the call?"
  4. "Did the sales rep provide any upsell offers during the call?"
  5. "Did the customer express interest in scheduling a follow-up call with the sales rep?"

In conclusion, creating a good question for AI to analyze sales calls requires clear language, closed-ended questions, and context. By following these guidelines and using effective question, you can get valuable insights into the performance of your sales team and identify areas for improvement.

 

Maximizing Sales Performance with SalesLens

In the SalesLens platform you can analyze calls by groups of questions. You need to add at least 2 questions to each group in order to use it for call analysis. We have already added a question builder for your convenience.


Inviting team members

There are three levels of access in our platform: Owner, Managers, and Employees.

The Owner has full access to all features and functions of the platform, including the subscription management tab.

Managers have access to all sales report analysis and the option to add new team members.

Employees have access only to their own calls and their stats.

To invite a team member to our platform, follow these steps:

  1. Log in to your account as the Owner or Manager
  2. Click on the Users Settings tab.
  3. Click on the "Add Employee" button.
  4. Enter the team member's email address and select their access level.
  5. Click "Save."

The team member will receive an email invitation to join the platform. They must confirm their email address by clicking on the link in the email. Once confirmed, they will be able to log in to the platform and access the features and functions available to their access level.

It is also possible to add an employee without an email invitation. This option is useful if you want to track their stats in the platform without opening access to them.

We hope this article has been helpful in explaining how to invite team members to our platform and the different levels of access available. If you have any further questions or need assistance, please don't hesitate to contact our support team.


How to manage an account subscription plan

SaleLens uses Stripe as its payment gateway to process customer subscriptions.

As a SaleLens customer, you have the ability to manage your active subscriptions in the Stripe Customer Portal. In this knowledge base article, we will walk you through the process of accessing and managing your active subscriptions in the Stripe Customer Portal.

Step 1: Accessing the Stripe Customer Portal

To access the Stripe Customer Portal, you need to follow the below steps:

  1. Open your preferred web browser.
  2. Go to the SaleLens website.
  3. Click on the "Sign in" button on the top right-hand corner of the homepage.
  4. Enter your credentials to log in to your SaleLens account.
  5. Once you are logged in, navigate to the "Subscription management" section of your cabinet
  6. Click on the "Manage Active Subscriptions" button, which will redirect you to the Stripe Customer Portal.

Step 2: Managing Your Active Subscriptions in the Stripe Customer Portal

Once you are in the Stripe Customer Portal, you can manage your active subscriptions in the following ways:

  1. View your active subscriptions - The first thing you will see when you log in to the Stripe Customer Portal is the "Subscriptions" tab. This tab will display all of your active subscriptions with SaleLens, along with details such as the subscription start date, the billing interval, and the subscription amount.
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  2. Update your payment method - If you need to update your payment method for your SaleLens subscription, you can do so by clicking on the "Payment Methods" tab. Here, you can add a new payment method, update your existing payment method, or delete an outdated payment method.
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  3. Change your subscription plan - If you need to change your SaleLens subscription plan and add or remove sales reports available for analysis, you can do so by clicking on the "Subscriptions" tab and selecting the "Change Plan" button.
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  4. Cancel your subscription - If you need to cancel your SaleLens subscription, you can do so by clicking on the "Subscriptions" tab and selecting the "Cancel Subscription" button. Note that cancelling your subscription will not result in a refund, and your subscription will remain active until the end of the billing period.