Connect the right customer
Link conversations to the company, contact and relevant opportunity.
Customer Journey
Keep the whole customer conversation connected.
Bring meetings, relevant customer emails, contacts and opportunities into one customer context so the next conversation builds on the last.
FROM INSIGHT TO ACTION
01Confirm customer and contact
02Connect related conversations
03Prepare the next interaction
Keep email relevant
Sync matching customer conversations using known contact email addresses.
Review what changed
Use dated evidence to revisit needs, concerns and agreed next steps.
WHAT YOUR TEAM CAN DO
The next conversation should build on the last.
Customer knowledge is easily split between meeting notes, email threads and the memory of one rep. A connected journey brings relevant interactions back to the company, contact and opportunity so the team can review the relationship in context.
Explore practical use casesCompany and contact context
Keep the right customer details connected to the conversation. Use attendee emails when available and confirm missing contact information.
Relevant email history
Use known customer email addresses to bring matching conversations into context, rather than importing an entire inbox.
A dated interaction timeline
Move between meetings and email conversations to understand what was discussed and what changed.
Opportunity-specific context
Link to an opportunity when appropriate. Multiple active deals need careful association so unrelated discussions do not become deal evidence.
INSIDE SALESLENS
Meeting evidence that contributes to customer context
Real demo-account screens. Explore the detail behind the workflow.
A PRACTICAL WORKFLOW01 02 03
Make it part of the way you work.
Confirm customer and contact
Connect related conversations
Prepare the next interaction
ILLUSTRATIVE EXAMPLE
A customer changes their target date by email after a meeting.
The next rep conversation should include the new timing and its source.
USE CASES
Where this makes a difference.
Illustrative situations showing how to put the feature to work.
A handover between account owners
The situation
A new rep inherits a relationship with several meetings and ongoing email discussions.
With SalesLens
Review the company journey, key contacts, latest needs and outstanding actions before contacting the customer.
The opportunity for your team
Continue with context instead of asking the customer to repeat everything.
A change between meetings
The situation
The customer emails a revised timeline after a promising call.
With SalesLens
Review the newer email evidence alongside the meeting and update the next action accordingly.
The opportunity for your team
Prepare using the latest known situation rather than an outdated meeting impression.
WHY IT MATTERS TO THE BUSINESS
Connect the feature to a better way of working.
Use these outcomes to guide your team’s review and assess whether the workflow is helping.
Continuity across the account
Check whether the next rep can understand the latest commitments.
More relevant preparation
Use recent evidence before a follow-up or account review.
Cleaner customer context
Keep contact details and opportunity associations accurate.
GETTING STARTED
Discuss your workflowMake the first rollout useful.
Confirm the customer and contact after each meeting, especially for offline recordings. Connect email separately, choose the available history window and maintain accurate contact addresses for matching.
Your questions, answered.
Does email sync import the entire inbox?
The customer workflow is based on relevant contact addresses, rather than importing an entire inbox to sort later. Email and calendar connections are separate.
What about offline meetings without an email address?
Confirm the company and contact after the meeting. Add an email when the customer shares it; do not infer one from the transcript.
Keep the workflow connected.
Meeting Intelligence
Turn recorded meetings into a clear summary of customer needs, buying intent, qualification gaps and next steps—with evidence you can return to.
Explore featureMarket Intelligence
Bring recurring needs, concerns and competitor mentions from sales conversations into a useful view for the wider business.
Explore featureObjection Intelligence
Use real customer objections to improve questions, responses and practice. Start with the evidence in meeting analysis, then coach the moment that needs work.
Explore feature