Set up Deals in Meetric, Integrate Your CRM:
Ensure your CRM (e.g., HubSpot or Pipedrive) is connected to Meetric.
Meetric will automatically fetch deal data associated with participants in conversations based on email or phone numbers.
Automatic Deal Matching:
When a conversation participant matches multiple deals, Meetric selects the deal with activity closest to the conversation date, ensuring relevance.
By incorporating imported deal data into Meetric dashboards, organizations can unlock deeper insights, streamline workflows, and improve decision-making processes. This integration bridges the gap between CRM data and conversational intelligence, ensuring every interaction supports deal success and organizational growth
Benefits of Using Deals
Focus on High-Value Opportunities and Data-driven Strategies:
Linking deal data to conversations provides a clearer understanding of the conversation’s impact on specific deals.
Use deal value filters to prioritize conversations tied to high-value deals, ensuring critical opportunities receive appropriate attention.
Correlating conversation data with deal outcomes helps refine sales strategies, such as identifying phrases or behaviors that drive success.
Predictive Insights and Goal Tracking:
Analyze conversation patterns to predict deal outcomes, such as identifying factors that contribute to delayed closures or lost deals.
Track deal progress against organizational goals, using metrics like deal value and status to measure success.
Deaper Understanding and involving all teams:
Accessing deal data alongside conversation insights provides a more holistic view of customer needs, improving personalization and engagement.
Enable cross-departmental use of deal insights, such as marketing teams optimizing campaigns based on deal trends or customer success teams improving retention strategies.
How to use Deals
Access and Visualize Deal Data:
Navigate to the Dashboards section in Meetric. Use the imported deal data fields—Deal Name, Deal Value, Deal Created At, Deal Status, and Deal Close Date—to filter and organize your conversation insights.
Filter Conversations by Deals:
Apply filters to view conversations linked to specific deals or deal statuses (e.g., open, won, or lost). Focus on conversations tied to high-value deals or deals close to their expected close date.
Correlate Data Points:
Analyze how conversation trends, keywords, or sentiment correlate with deal outcomes.
For example, identify which types of conversations lead to higher deal closure rates.
Track Performance:
Monitor the relationship between conversation quality and deal progress through visual metrics like charts or heatmaps in the dashboard.
Compare deal progression over time based on conversation insights.