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Скачать или смотреть Avoma AI notetaker deep dive: meeting notes, CRM sync, coaching insights, and deal intelligence

  • Arrows
  • 2025-08-03
  • 137
Avoma AI notetaker deep dive: meeting notes, CRM sync, coaching insights, and deal intelligence
HubSpotcustomer onboardingclient onboardingcustomer success
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Описание к видео Avoma AI notetaker deep dive: meeting notes, CRM sync, coaching insights, and deal intelligence

Avoma was built to help revenue teams turn conversations into structured data that fuels CRM workflows, coaching, and deal reviews. What started as an early meeting assistant has grown into a powerful conversation intelligence platform used across sales, success, onboarding, and internal teams.

Learn how Avoma captures meetings, updates HubSpot with AI-generated insights, surfaces coaching opportunities, and helps managers understand what’s happening across the entire pipeline.

In this founder deep dive, CEO and co-founder Aditya Kothadiya walks through:
→ Mapping AI notes to structured HubSpot properties like pain points and business goals
→ Re-summarizing CRM fields over time as new meetings and emails happen
→ Using Ask Avoma to pull insights from calls, deals, or your entire org
→ Generating automatic coaching insights and rep scorecards
→ Tracking themes like pricing objections using semantic match, not keywords
→ Sending real-time alerts to Slack when key topics are mentioned
→ Comparing performance across reps and tracking improvement over time
→ Managing flexible views, templates, and workflows for different teams
→ Connecting through Zoom, Meet, Teams, and dialers without a bot

🔗 Try Avoma for free: https://www.avoma.com

This video is part of the Top AI Notetakers for HubSpot series.
📘 Read the full Avoma deep dive: https://arrows.to/guide/top-ai-noteta...
📊 Compare 22+ AI notetakers side by side: https://arrows.to/guide/top-ai-noteta...
📺 Watch more AI notetaker demos:    • Top AI Notetakers for HubSpot – Side-by-Si...  

🎯 Want to use your AI meeting notes to close more deals?
Arrows takes your synced notes in HubSpot and turns them into a personalized page for every prospect.
👉 Explore Arrows Sales Rooms: https://arrows.to/product/sales-rooms

⏰ Timestamps
1:12 Why Avoma started with manual note takers
2:45 From notes to growth acceleration
4:10 Overview of Avoma’s platform and key features
6:08 Internal vs external meetings and privacy controls
7:30 Filtering and customizing views with HubSpot data
8:22 AI notes mapped to HubSpot properties
9:15 Custom templates, smart topics, and prompt editing
11:50 Using SPICED or MEDDIC frameworks
13:10 HubSpot sync with field-level mapping
14:30 Re-summarization across multiple meetings and emails
15:42 Ask Avoma for insights across meetings or deals
17:10 Ask Avoma at the org level
18:00 Coaching insights generated automatically
19:20 Rep scorecards based on your methodology
20:45 Tracking team-wide improvement
21:30 Slack sharing and Gmail follow-up integration
22:50 Semantic trackers and Slack alerts
24:00 HubSpot deal intelligence and methodology mapping
25:23 How to try Avoma for free

#avoma #hubspot #ainotetaker #meetingnotes #conversationintelligence #aiforsales #revops #customersuccess #salescoaching

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