Naoma: Analyzing CRM Sales Call Records and Giving Performance Improvement Recommendations

General Introduction

Naoma is a tool that uses artificial intelligence to analyze sales calls and is designed to help companies improve their sales performance. It provides scoring, recommendations, and data support by analyzing sales team calls in real-time. Core features include an intuitive sales dashboard displaying key metrics such as revenue, leads and conversions.Naoma also automatically recognizes customer objections and competitor information, and supports over 99 languages for global teams. Its easy-to-use interface provides enterprise-grade data security, helping sales managers quickly find growth and optimize team performance.

Function List

• Sales Dashboard: View data such as revenue, leads, number of transactions and conversions at a glance.
• Call assessment: Analyze each sales call in real time, giving ratings and suggestions for improvement.
• Intelligent Insight: Extract customer objections and competitor information from conversations to optimize sales strategies.
• AI Counseling: Analyze team strengths and weaknesses and provide specific feedback and improvement programs.
• Multi-language support: Handles more than 99 languages and a wide range of accents, making it suitable for multinational use.
• Data-driven decision-making: Provide comprehensive sales data to support informed decision making.
• Reduce quality control costs: Automate call evaluation and reduce manual review costs.

Using Help

There is no complicated installation required to use Naoma, just register and connect to your data source to get started. Below are detailed steps and instructions:

How to get started

1. Register for an account
   Go to https://naoma.ai and click on the "Try for free" button. Fill in your email address and basic information to complete the registration, no credit card is required. After registering and activating your account via email, you will be redirected to the login page at https://portal.naoma.ai/signin.
2. Connecting to a data source
   After logging in, go to the dashboard, click on the "Settings" option, and select "Data Integration" Naoma supports interfacing with Salesforce, HubSpot, and other major CRM systems. Enter your CRM account information and authorize it, and the data will be automatically synchronized. If you need help, you can contact the support team via Contact Us.
3. View Dashboard
   Returning to the main page, the Sales Dashboard displays information such as revenue progress, number of leads, and conversion rates. Click on any block of data to see a detailed chart. For example, click on "Revenue" to see revenue trends for the past 30 days.

Main function operation flow

Call assessment

• Startup Analysis: Select "Sales Calls Evaluation" from the left menu. The system automatically loads the most recent call history.
• View Results: Next to each call is a rating (e.g. 85/100) and a recommendation, e.g. "Speaking too fast, recommend slowing down". Click on a specific call to see the full conversation text and analysis details.
• Improvement of speech: Adjust communication based on suggestions, such as adding pauses or asking questions. Upload a new record after adjustments are made to check for improvement in scoring.

Intelligent Insight

• Access Functions: Click on "Intelligent Insights". The system lists customer objections (e.g. "Price is too high") and mentioned competitors (e.g. "Company X is cheaper").
• optimization strategy: Adjust scripts based on insights, e.g. prepare discount programs for price objections. The effect can be analyzed again after the adjustment.
• Data export: Click the "Export" button to save the insights as a CSV file for team discussion.

AI Counseling

• Feedback from visits: Select "AI Coaching". The system displays the team member's performance, such as "Communication clarity is high" or "Closing is not convincing".
• Application Recommendations: Click on a salesperson's name to see detailed suggestions, such as "talk more about customer cases". Feedback can be shared with the team for training purposes.
• Tracking improvements: Regularly checking for feedback on changes to ensure that team performance improves.

Featured Function Operation

Multi-language support

• automatic recognition: Upload call recordings in any language (e.g. Chinese, English or Spanish) and Naoma will automatically recognize and analyze them without the need for manual setup.
• Switch interface language: In the upper right corner of the profile, select "Language Settings", adjust to Chinese or other languages, easy to use.

Data-driven decision-making

• View Metrics: Click on "Consolidated Data" in the dashboard to see a summary of all sales metrics.
• develop a plan: Adjust sales goals or resource allocation based on data (e.g., declining conversion rates).

caveat

• data security: Naoma protects data with enterprise-grade encryption, limiting access to aggregated data to a limited number of employees to ensure privacy.
• synchronous time: Data is usually updated in real time, but can take up to 5-10 minutes if the CRM system is delayed.
• Free Trial: A 14-day free trial is available, during which you can experience the full range of features.

Advanced Use

• Book a Demo: By Book A Demo Schedule a free demo to learn about customized features.
• Customized Requirements: In the case of Pro or Enterprise packages, contact the support team to adjust the functionality to match your business needs.

Naoma is easy to use and powerful. With these steps, users can quickly master the tool and optimize the sales process. Whether you are a novice or a professional manager, it is easy to get started.

application scenario

1. Improve team efficiency
   Sales managers use call assessments and AI coaching to identify team weaknesses, develop training programs, and improve overall performance.
2. Optimize customer communication
   Salespersons adjust the conversation through intelligent insights to resolve customer objections and increase the closing rate.
3. Accelerated newcomer training
   New hires quickly familiarize themselves with processes and shorten their onboarding time with AI suggestions and dashboard data.
4. Multinational sales management
   Global companies utilize multi-language support to analyze calls from around the world and harmonize sales standards.

QA

1. What CRM systems does Naoma support?
   Supports Salesforce, HubSpot, and other major CRMs, and will expand to more systems in the future.
2. Do I need to manually upload the call assessment?
   Not required. Call records are automatically synchronized and analyzed when you connect to CRM.
3. What features are included in the free trial?
   The 14-day free trial includes all features at no additional cost.
4. Is data security guaranteed?
   Yes, Naoma provides enterprise-grade encryption and strict access control to ensure data security.