I use Sales Ask to track and evaluate discussions with clients during early project planning, proposal presentations, and site briefings. It makes conversations transparent and actionable, allowing us to see exactly what was communicated, which helps managers give precise feedback and ensures important details aren't missed. It also helps us spot patterns and recurring questions across client conversations, which aids in refining our messaging and onboarding new hires faster. I value how it helps eliminate misunderstandings between our team and clients by providing accurate conversation records and AI insights, allowing us to address issues early and keep projects on track. It's also beneficial that it helps turn raw conversations into actionable insights to coach team members more effectively. Using it alongside our CRM and project management platforms provides valuable context for client interactions and supports follow-ups without disrupting existing tools or workflows. Review collected by and hosted on G2.com.
A few areas could be improved. Some team members occasionally forget to start recordings during busy site visits, and loud environments can make audio less clear. Additionally, setting up workflows for complex, multi-phase projects took extra time before managers could fully leverage the AI insights effectively. Review collected by and hosted on G2.com.
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