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Intro to Coaching Library and Streams

What does MeetRecord Do?

Hit the Ground Running with Engaging Onboarding Activities

What languages are supported in MeetRecord?

Introduction to Insights

Mastery Cheat Sheet for Managers

Mastery Cheat Sheet for Tech Admin

Mastery Cheat Sheet for Admins

Onboarding - The First Steps

Onboarding Done Right

Best Practices: Set up MeetRecord for support teams

Record an Impromptu call

Prevent or Stop a Recording

Call Length Limitations

Create Call Categories

Upload a call

Record an Internal Call

My Profile

Tips of recording calls

Mastery Cheat Sheet For Sales teams

Welcome to MeetRecord!

Sign in to complete your set up

Intro to the call page

Get Started

Start Configuring

Best practices: New employee onboarding

Who uses MeetRecord?

Intro to Conversations

Introduction to search

Intro to Coaching

Intro to Opportunities

My Settings

FAQs for Zoom calls

Troubleshooting unrecorded calls

Ensure a call is recorded

Listen to a call

Delete a call

Rename a call

Share a call

Record a scheduled call

Cancel a Recording

See a call transcript

How MeetRecord identifies speakers

Points of interest in a call

Associate call to an account or opportunity

Set a call as private

Create and manage folders

Add calls and snippets to folders

Create and manage streams

Share a call snippet

Deal intelligence

How we identify red flags

Create and manage deal boards

Use deal boards

Ask anything about a deal, account or contact

Review deal activity

How to review deal health?

Focus on deals that need attention

Recipe: Deal board for 'Renewals'

Recipe: Deal board for 'swing deals'

Recipe: Deal board for 'next quarter pipe'

About win/loss

Analyze team performance

About workspaces

Create and manage workspaces

Create Keyword Trackers

Guidelines for building trackers

Set up custom Vocabulory

Add a term to the custom vocabulary

Add or manage team members

About consent profiles

Create or manage consent profile

Enable pre-call emails

What's new in MeetRecord?

Welcome to MeetRecord, the Next-Gen Revenue Intelligence Solution

New to MeetRecord

Intro to MeetRecord

Managing your MeetRecord account

Best Practices for Onboarding

Unlock the full potential of your sales process with MeetRecord

Using MeetRecord

Call Recording

Listen to calls

Take action on calls

Call Library

Opportunities

Pipeline review

Insights

Coaching

Easily set up and customize MeetRecord to fit your business needs

Configuring MeetRecord

Company Settings

Team members

Calendar Integrations

CRM Integrations

Reports Troubshooting

Datacapture,  privacy, and protection

What's new?

<p>MeetRecord is a comprehensive <strong>Revenue Intelligence</strong> platform designed to integrate your various sales tools, prospect meetings, and emails and bring them together for detailed analysis. By doing so, you can unlock valuable insights and leverage this data to manage your deals effectively, determine the right time for action, prepare for upcoming calls, enhance your skills, and more.</p><div class="raw-html-embed"><div>
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</div></div><h3>Data Types Processed by MeetRecord</h3><p>MeetRecord can handle four primary types of data, depending on your organization's setup:</p><h4>CRM Data</h4><p>MeetRecord connects with your CRM to import the business context of your conversations, including accounts, opportunities, leads, contacts, and the people involved. It matches your conversations and emails with CRM data to facilitate navigation, search, analysis, and insights.</p><h4>Scheduled Video/Conference Calls</h4><p>MeetRecord accesses your team's Google Workspace/Gmail or Office 365/Outlook calendars to retrieve your meeting schedule. It then joins your conference calls as a participant, recording audio and video. These calls are stored in MeetRecord, allowing you to listen to or watch them anytime. MeetRecord also analyzes and transcribes your calls, identifying key topics so you can focus on the conversation without worrying about taking notes.</p><h4>Dialer or Telephony Calls</h4><p>Dialer calls are recorded by your telephony system, and MeetRecord imports these recordings using each telephony system's APIs. Your calls are stored in MeetRecord, enabling you to listen to them whenever needed. MeetRecord analyzes and transcribes your calls, identifying key topics to ensure you can concentrate on the conversation without the need for note-taking.</p><h4>Emails</h4><p>MeetRecord connects with your team's CRM to import relevant emails by cross-referencing your prospects with your calendar's participants data. This integration ensures that all pertinent communication is captured and analyzed for better sales intelligence.</p>

<p>MeetRecord is designed to support global organizations by accommodating <strong>over 70 languages</strong>, surpassing other solutions in the market. Our proprietary transcription models are finely tuned for revenue conversations, consistently delivering superior performance compared to industry standards.</p><p>Our AI technology provides enhanced insights and a deeper understanding of customer interactions, enabling teams to work more efficiently, access vital data, stay updated on trends, quickly onboard new hires, and coach effectively in any language.</p><h3>Languages and Capabilities Supported in MeetRecord</h3><h4>Hyper-Optimized Languages</h4><p>For these languages, we offer top-tier, in-house transcription services for a seamless and natural reading experience.</p><p>Capabilities available in hyper-optimized languages include: call highlight, summary, trackers, custom vocabulary, question identification, topics, translation, redaction of sensitive information, consent page, and features like "ask anything" about calls, deals, accounts, and contacts, as well as deal likelihood.</p><ul><li>English (USA, UK, all countries)</li><li>Spanish (USA, Spain, all countries)</li><li>French (France, Canada, Belgium, Switzerland)</li><li>German (Germany, Austria)</li><li>Italian (Italy, Switzerland)</li><li>Japanese (Japan)</li><li>Portuguese (Brazil, Portugal)</li><li>Danish (Denmark)</li><li>Dutch (Netherlands, Belgium)</li><li>Swedish (Sweden)</li></ul><h4>English Only</h4><p>The following features are currently available exclusively in English: playbooks, smart trackers, email labels, and red flag alerts.</p><h4>Exceptions</h4><p>Some hyper-optimized languages have limitations on certain capabilities:</p><ul><li><strong>Danish:</strong> Next steps, audio prompt</li><li><strong>French (Canada):</strong> Next steps, pre-call email, audio prompt</li><li><strong>Swedish:</strong> Next steps, consent page, audio prompt, pre-call email</li><li><strong>Portuguese (Portugal):</strong> Next steps, redaction, deal likelihood, "ask me anything" about deals, accounts, and contacts</li></ul><h4>Standard Languages</h4><p>We recommend setting spoken languages to ensure accurate detection. Capabilities supported in all standard languages include: call spotlight, trackers, custom vocabulary, translation, and topics.</p><ul><li>Afrikaans (South Africa)</li><li>Albanian (Albania)</li><li>Amharic (Ethiopia)</li><li>Arabic (various countries)</li><li>Armenian (Armenia)</li><li>Azerbaijani (Azerbaijan)</li><li>Basque (Spain)</li><li>Bengali (Bangladesh, India)</li><li>Bosnian (Bosnia and Herzegovina)</li><li>Bulgarian (Bulgaria)</li><li>Burmese (Myanmar)</li><li>Catalan (Spain)</li><li>Chinese, Cantonese (Hong Kong)</li><li>Chinese, Mandarin (China, Taiwan)</li><li>Croatian (Croatia)</li><li>Czech (Czech Republic)</li><li>Estonian (Estonia)</li><li>Filipino (Philippines)</li><li>Finnish (Finland)</li><li>Galician (Spain)</li><li>Georgian (Georgia)</li><li>Greek (Greece)</li><li>Gujarati (India)</li><li>Hebrew (Israel)</li><li>Hindi (India)</li><li>Hungarian (Hungary)</li><li>Icelandic (Iceland)</li><li>Indonesian (Indonesia)</li><li>Javanese (Indonesia)</li><li>Kannada (India)</li><li>Kazakh (Kazakhstan)</li><li>Khmer (Cambodia)</li><li>Korean (South Korea)</li><li>Lao (Laos)</li><li>Latvian (Latvia)</li><li>Lithuanian (Lithuania)</li><li>Macedonian (Macedonia)</li><li>Malay (Malaysia)</li><li>Malayalam (India)</li><li>Marathi (India)</li><li>Mongolian (Mongolia)</li><li>Nepali (Nepal)</li><li>Norwegian (Norway)</li><li>Persian (Iran)</li><li>Polish (Poland)</li><li>Punjabi (Gurmukhi, India)</li><li>Romanian (Romania)</li><li>Russian (Russia)</li><li>Serbian (Serbia)</li><li>Sinhala (Sri Lanka)</li><li>Slovak (Slovakia)</li><li>Slovenian (Slovenia)</li><li>Sundanese (Indonesia)</li><li>Swahili (Kenya, Tanzania)</li><li>Tamil (India, Malaysia, Singapore, Sri Lanka)</li><li>Telugu (India)</li><li>Thai (Thailand)</li><li>Turkish (Turkey)</li><li>Ukrainian (Ukraine)</li><li>Urdu (India, Pakistan)</li><li>Uzbek (Uzbekistan)</li><li>Vietnamese (Vietnam)</li><li>Zulu (South Africa)</li></ul><h3>Advanced Capabilities Supporting Global Organizations</h3><p>Beyond the capabilities listed, many of MeetRecord’s core functionalities are available in any language. These include coaching inbox and metrics, deal drivers, conversation stats, pipeline review, account review, deal insights, and more for onboarding, coaching, deal execution, and strategic initiatives.</p>

<p>Before launching your onboarding program, follow these four essential steps to ensure its success.</p><h3>Set the Stage</h3><p>Establishing your onboarding program is crucial, as it shapes new employees' first impressions of your culture, standards, and communication. Demonstrate your commitment to their growth from the start by integrating support into every aspect of the program. Key elements include:</p><p><strong>Defined Culture:</strong> Clearly articulate your team’s culture and values from day one. Document your principles and ensure they are consistently highlighted throughout the onboarding process. Incorporate activities like humor, games, and creative exercises to help new hires connect with the culture.</p><p><strong>Clear Objectives:</strong> Outline specific goals for new hires in their initial days, weeks, and months. Define the skills and performance metrics you will use to evaluate their progress, ensuring expectations are transparent and achievable.</p><p><strong>Program Outline:</strong> Provide a high-level overview of the onboarding journey, detailing each session’s title, agenda, presenter, duration, format, and prerequisites. Explain how each part contributes to meeting the onboarding objectives, so new hires understand the purpose behind each activity.</p><p><strong>Across-the-Board Involvement: </strong>Engage multiple members of your organization in the onboarding process to keep it dynamic and inclusive. Involve reps, managers, and executives in leading sessions to foster connections with leadership and maintain fresh, engaging content. However, balance participation to avoid overburdening leaders.</p><h3>Plan the Logistics</h3><p>Thorough planning is essential to keep your onboarding program on track. Develop a detailed checklist to streamline future sessions, including:</p><ul><li>Clearly define your culture.</li><li>Set onboarding objectives.</li><li>Create a comprehensive program outline.</li><li>Schedule presenters and book venues well in advance.</li><li>Distribute calendar invites and program details to presenters and new hires.</li><li>Utilize video conferencing as needed and resolve logistical issues early.</li><li>Record sessions for those who cannot attend and share the recordings promptly.</li></ul><h3>Make New Hires Feel at Home</h3><p>Ease the transition for new employees by preparing their workspace in advance, coordinating with facilities to ensure everything is ready. Enhance their welcome with personalized touches like company swag and handwritten welcome notes from the team.</p><h3>Create a Call Library</h3><p>A curated call library accelerates new hires’ learning by providing access to high-quality calls that demonstrate best practices and essential sales processes. Organize calls by stages, topics, or skills, and regularly update the library with top-performing examples. Encourage team members to contribute and annotate calls to foster a culture of continuous learning and feedback.</p><h3>Highlight Best-in-Class Deals</h3><p>Showcase your most successful deals to illustrate effective collaboration and strategies. Have new hires review these deals to understand the efforts and behaviors that lead to success, using tools like Beat to visualize the sales process from initial contact to contract signing.</p><p>&nbsp;</p>

<h3><strong>Jan'25 Release | v2.0.3&nbsp;</strong></h3><p>Release time - 7th Jan 2025</p><p><strong>1. Customer Insights:&nbsp;</strong><br>Understand the participant's interests and pain points to determine what influences them. Solve any significant blockers or use them in your follow-ups.</p><p><strong>2. Email &amp; Call Trackers:&nbsp;</strong><br>&nbsp;Get more control over trackers by selecting the type of conversations (emails or calls) you want them to be identified in.</p><p><strong>3. Enhanced Score Card Templates:&nbsp;</strong><br>All default templates now include an Answer Guide giving you better control over scoring. Tune it as per your requirements.</p><p><strong>4. Download insights, reports as CSV</strong><br>Built for RevOps teams. Download insights, trackers, coaching and performance reports as CSV.<br>&nbsp;</p><hr><h3><strong>Holiday Release '24</strong></h3><p>Release Time: 26th Dec'25 12 PM UTC</p><p><strong>1. Manually Upload calls</strong><br>You can manually upload call recordings for analysis. We support the following sources<br>- Google Drive<br>- Microsoft OneDrive<br>- Microsoft OneDrive Business<br>- Box<br>- Public link (mp4/mp3 only)</p><p><strong>Note</strong>- you can upload maximum 10 files at a time with filesize limit of 1 GB</p><p><strong>2. Auto-Label calls using Categories</strong><br>Supercharge your call search and organization with auto-labeling. Label your calls automatically using pre-defined categories.</p><p><strong>3. Customizable Summaries for Email/Slack&nbsp;</strong><br>Need to keep summaries short and crisp? Customize your email/slack summary sections as per your requirements.</p><p><strong>4. Re-run AI Call Scoring</strong><br>Managers can use this to re-score calls or try running different initiatives on a single call.</p><p><strong>5. CRM Notes</strong><br>Advanced Setting: Enable or disable meeting/deal summary sync in your CRM</p><p>&nbsp;</p><hr><p>&nbsp;</p><h3><strong>December '24 Update</strong></h3><p>Release Time: 12 PM UTC</p><p><strong>1. Categories Service</strong>:</p><ol><li>Create and save custom boolean filters.</li><li>Apply these filters when creating or updating initiatives, ensuring they only target calls matching the selected or configured filters.</li><li>Future extensions include integration with AI Docs and Automated Labels.</li></ol><p><strong>2. Initiative Filter:</strong></p><ol><li>Configure initiatives to target specific categories, providing greater precision and control.</li><li>Add answer guides to coaching points.</li><li>Configure weights for coaching points to fine-tune coaching strategies.</li></ol>

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