Bring meetings, customer context and in-person recordings into one improvement loop. For Enterprise teams, connect SalesLens to your CRM with an integration built around the way you work.
Understand. Coach. Improve.Connection options are confirmed for your tools and agreed scope.
Connect your calendar, choose which meetings SalesLens should join and customise your meeting bot. Bring the recording into meeting analysis, qualification and coaching.
Bring relevant customer emails alongside meeting history. Review contact and company matches so the next conversation starts with useful context. Confirm mailbox support and permissions for your rollout.
Discuss a recording workflow for your dialler or contact centre. We review provider access, recording formats and employee matching, then connect the agreed workflow to cold-calling or customer-service playbooks.
Capture customer visits, store consultations and showroom conversations. Smart ID brings in-person recordings into the same analysis and coaching workflow, with hardware and setup quoted separately.
Your CRM holds the relationship. SalesLens helps explain the conversations behind it. We can build a custom connection so your team can use that evidence within its existing sales process.
Map accounts, contacts and ownership so meeting evidence is associated with the right relationship.
Scope the summaries, qualification signals and source links your team needs inside its existing CRM workflow.
Agree which next steps, tasks or opportunity fields should transfer, and where a person reviews changes.
Define permissions, sync direction, required fields and error handling before rollout.
Built to an agreed scope: CRM compatibility, API access, field mapping, sync direction and implementation are reviewed with your team. Custom CRM work is scoped and quoted as part of your Enterprise proposal.
Talk about your CRMTell us your tools, teams and the information that needs to move.
Confirm access, field mapping, responsibilities and delivery scope.
Check matching, recording quality and the agreed data flow with a small group.
Expand the approved workflow and review any exceptions with your team.
Explore the meeting summary, customer intent and qualification before moving into coaching and practice.
Yes. Custom CRM integration is available for Enterprise clients. We assess your CRM API, access requirements and desired workflow, then agree the scope and pricing.
Depending on your system and agreed scope, it can include account and contact matching, meeting summaries, evidence links, tasks and opportunity updates. Sync direction and review rules are defined during scoping.
Smart ID hardware is priced separately. Contact us to discuss devices, employee assignment and your recording workflow.
Share the provider and the workflow you want to connect. We review API or recording access, identity mapping and technical requirements before proposing an integration.
Tell us which tools you use and what you want to improve. We’ll help define the right workflow and integration scope.
Discuss your setup