Feature
Sales insights from your real conversations
Sales insights read across your conversations and pull out the themes that keep recurring, such as objections and common questions, and show them next to the results of each campaign. It tells you what to fix in your pitch, your brief and your agent's playbook.
What you see
- Recurring objections. The reasons leads give for not moving forward, grouped into themes.
- Common questions. What leads ask before they decide, which tells you what your first message leaves out.
- Campaign results. How each campaign performed, so you can compare segments, messages and products.
Turn insights into changes
An insight is only useful if it changes something. Each theme points to a specific place to act.
| What you notice | Where to act |
|---|---|
| The same objection keeps coming up | Add it to the product brief so lead research addresses it in talking points |
| Leads ask a question the agent cannot answer | Add an answer to the AI sales agent playbook |
| One segment replies far more than another | Run lead searches for more of that segment |
| A campaign underperforms | Rewrite the opener and compare it with the next campaign |
A weekly review
- 1Open insights for one product.
- 2Read the top objections and questions from the past week.
- 3Update the brief and playbook with what you learned.
- 4Compare campaign results and keep the segment and message that did best.
- 5Check the claim against the conversations in the inbox before you change course.
Why conversations beat guesses
Most small sales teams build their pitch from what they assume buyers care about. Insights come from what buyers actually wrote back. Pair them with market research and you have both sides: what public sources say about a segment, and what that segment says to you.
For a simple way to rank leads using what you learn, read lead scoring for small sales teams.
Examples of themes worth acting on
Themes are most useful when they are specific. A few patterns that commonly show up in B2B conversations, and what they usually mean:
- "We already have someone for this." Your opener did not say what makes you different from the incumbent. Add a line to the brief about why businesses switch.
- "How much is it?" in the first reply. Leads want a price range before they invest time. Give the agent a playbook answer, even if it is a range or a starting point.
- "Is this a real person?" Your message reads as automated. Shorten it and add a detail that only fits that business. The agent will hand these conversations to you.
- "Send me more information." A polite brush-off or real interest. A short follow-up question about their situation tells you which.
Frequently asked questions
Where do insights come from?
From the conversations in your inbox. Recurring themes such as objections and questions are grouped so you can see the patterns.
Can I see insights per product?
Campaigns, leads and research are scoped per product, so you can review each product on its own.
What should I do with a recurring objection?
Add it to the product brief so talking points and first messages address it, and give the AI sales agent a playbook answer for it.
Do insights replace reading conversations?
No. They show you where to look. Read a few of the conversations behind a theme before making a big change.
How often should I check insights?
Weekly works for most small teams. That is long enough for themes to repeat and short enough to fix a weak message before a campaign runs its course.
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