What is Chorus.ai?
Chorus.ai is a conversation intelligence platform designed to capture and analyze customer interactions across calls, meetings, and emails. By integrating AI and machine learning, Chorus.ai provides actionable insights to help sales teams improve communication strategies, engagement, and ultimately, sales performance.
What are the Benefits of Recording Sales Calls with Chorus.ai?
Enhanced Customer Insights
Recording sales calls offers a wealth of data about customer preferences, pain points, and overall behavior, allowing sales teams to tailor their approaches based on actual customer feedback.
Improved Sales Training
Chorus.ai provides detailed call analytics which can be used for real-time coaching and training, helping sales representatives refine their skills and techniques based on proven best practices.
Accurate Record Keeping
Integrating Chorus.ai with Salesforce ensures that all customer interactions are logged and linked with the correct Salesforce records, providing a complete and accurate history of customer engagements.
How To Connect Chorus.ai to the Salesforce Integration
Integrating Chorus.ai with Salesforce can transform your sales team’s efficiency by automating data capture and enhancing the richness of the insights available within your CRM.
To see Chorus.ai’s own guide, click here. Alternatively, here's our quick guide on how to set up and customize their Salesforce integration:
Step 1: Initial Connection Setup
To begin integrating Chorus.ai with Salesforce, ensure you have administrative access to both platforms. This is necessary to install and configure the integration.
- Login to Chorus: Start by logging into your Chorus.ai account with admin rights.
- Navigate to Integrations: In the Chorus.ai dashboard, go to Settings > Integrations.
- Enable Salesforce Integration: Find SalesforceConnect among the listed integrations and click Enable. This action will prompt you to log into your Salesforce account.
Step 2: Salesforce Authentication
Once you click Enable, you’ll be redirected to log in to Salesforce.
- Enter Salesforce Credentials: Log in using your Salesforce admin credentials. This step is crucial as it links your Chorus.ai environment directly to Salesforce.
- Authorize Chorus.ai: After logging in, authorize Chorus.ai to access your Salesforce data. This permission allows Chorus.ai to sync data, log activities, and create CRM objects based on your configurations.
Step 3: Configure Data Sync and CRM Object Creation
With Salesforce connected, you can now configure how Chorus.ai interacts with your Salesforce data.
- Sync Conversations: Chorus.ai will automatically sync your team's conversations with the appropriate Salesforce Account and/or Opportunity. This includes capturing call details like Account Name, Opportunity Name, Stage, and other relevant data.
- CRM Objects Creation: In the Salesforce Integration settings within Chorus, configure how different types of engagements are logged. You can choose to have Chorus create Tasks or Events in Salesforce, which can be customized further using Salesforce’s Process Builder.
Step 4: Import Salesforce Fields
To leverage Salesforce data for filtering calls in Chorus.ai:
- Access Integration Settings: In Chorus, go to Settings > Integration Settings.
- Import CRM Data: Scroll to ‘Import CRM Data for Additional Use Cases Like Filtering and Search’. Click Select CRM Fields.
- Choose Fields: Select the Salesforce fields you want to import. These fields will then appear as filters in Chorus on the Recordings, Deals, or Analytics pages, allowing users to filter calls based on detailed CRM data.
Does Chorus.ai Integrate with Hubspot As Well?
Yes, similar to Salesforce, Chorus.ai integrates with HubSpot, enabling teams to automatically log call details and interactions into HubSpot CRM. This integration supports a streamlined workflow, ensuring all customer interactions are captured and available for team review and action within HubSpot.
You can find a full guide on how to implement their Salesforce integration here.
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