The ability to record and get a meeting transcript isn’t anything new. AI has been doing that since its inception, and there are a number of tools available to help you do this. The quality varies widely, so it is important to do your research. But it is the ability to query and interrogate your data that is what is going to truly set one AI tool apart from another in the months ahead. 

Here’s an example of what I mean. We use our proprietary AI tool, SOFI,  in all of our meetings, and the efficiency gain has been massive. One day last week I came back into the office and my CTO asked me, “Stu, how many clients are asking about CRM integration, and what are they saying about it?” Shooting from the hip I said “most, if not all.” He then pushed me, “what are the specific requirements that are coming up?”  I didn’t know. So, we decided to put the query to SOFI. 

We asked SOFI two questions: 

1.       Was CRM integration discussed? 

2.       With regards to integrating SOFI with CRM systems, where any requirements mentioned? 

Instantly we had our answer. My gut response to the first question was spot on (phew). But the real gold dust lay in the data we surfaced to the second question.

Armed with this information, our business has the ability to rapidly understand client requirements. It has been a game changer. Not only are we capturing information in real time, but we have seamlessly synced up sales and our technology team. Best of all, next time a team member has a question, we can ask SOFI for the answer. SOFI lets you dive into any meeting, or any of number of meetings, and get the answer you are looking for – in a simple and straightforward manner. To start applying these efficiency gains to your business, or to learn more about SOFI, drop me a message or check out sofiai.com.