SiftHub's Call Analysis helps you quickly review calls from across all stages in your deal lifecycle using standard or custom frameworks. It extracts key insights, checks how well your reps are doing, and creates action plans based on your company's knowledge and other relevant information.
Overview
Call Analysis is a special tool in AI Teammate that looks at your sales calls and call transcripts to find useful insights. It uses your company's knowledge and call analysis skills to help sales teams:
- See how well sales reps are performing
- Spot important moments in calls
- Pull out structured information
- Create recommendations based on sales methods like MEDDIC, BANT, or SPIN
This saves hours of manual review time and ensures everyone on your team analyzes calls the same way.
How to access Call Analysis
- Log in to SiftHub
- Click on AI Teammate in the left menu
- Click the "Analyze call" tile from the dropdown options shown in the input box.
- You can also type your request directly using any of the formats shown below:
- Analyze sales calls and qualify prospect {for prospect / deal name}
- Analyze sales calls and score call performance {of attendee with prospect}
- Analyze sales calls and highlight competitor mentions {of Competitor / Incumbent}
- Analyze sales calls from attached transcript {of attendee with prospect}
Key Components
How to ask for call analysis
The standard way to request rep scoring analysis:
- Analyze sales call(s) of [Attendee] with [Prospect] and score rep performance
- Example: "Analyze sales call of John Smith with Acme Corp and score rep performance"
You can also use these variations:
Direct framework requests:
- "Analyze this call using MEDDIC framework"
- "Extract MEDDIC from this transcript"
- "Analyze sales call with Acme Corp"
- "Call analysis for yesterday's meeting"
- "Get MEDDIC points from this conversation"
Conversational requests:
- "What were the main points from my call with Acme?"
- "Help me understand what happened in yesterday's discovery call"
- "Extract technical requirements from the call with GlobalTech"
- "What pain points did the customer mention?"
- "Who is the economic buyer from my last call?"
How SiftHub finds your call recordings
SiftHub can analyze calls from different sources:
- Uploaded files: Attach a transcript file (.txt, .docx, .json, .csv)
- Connected call systems: Reference calls stored in Gong, Avoma, or other connected systems
- Direct references: Mention specific calls like "my call with Acme from yesterday"
- Pasted text: Paste a transcript directly into the input box
If you don't specify which call, SiftHub will ask you to provide more details.
What you'll get in your analysis
Your call analysis will include:
- Scoring Table: Ratings for key skills (Pain Discovery, Value Articulation, Objection Handling, etc.) with real examples from the call
- Strengths: What the rep did well, with specific examples
- Areas to Improve: Where the rep could do better, with clear explanations
- Action Items: Specific follow-up tasks with who should do them and when
- Next Steps: Recommendations to move the deal forward or improve future calls
- Sources: References to exact moments in the call and other relevant information
Analysis options
You can customize what SiftHub analyzes:
- Choose your framework: Default is MEDDIC, but you can specify BANT, SPIN, MEDDPICC, or others
- Focus on specific elements: Ask for just pain points, technical requirements, or competitive mentions
- Compare multiple calls: Analyze how things have changed across several calls with the same prospect
What information is used
AI Teammate needs at least one of these information sources to analyze calls.
Your connected sources
- Your company's information sources are automatically included
- This includes sales methods, best practices, training materials, and previous call analyses
Files you upload
- Upload call recordings or transcripts you want analyzed
- You can also add relevant documents like call notes or account plans
- Uploaded files are only used for this conversation and aren't saved to your Repository
Web information
- Turn on Web search if you want SiftHub to include outside information
- This can add helpful context about prospect companies, industry trends, or competitors
- Click External References at the bottom to see what web sources were used
Using Call Analysis
How to analyze a call
- Start a new conversation in AI Teammate
- Click "Analyze call" or type your request using the formats above
- Include these details:
- Which call recording or transcript to analyze
- Which framework to use (MEDDIC, BANT, SPIN, etc.)
- Any specific areas to focus on (if you want)
- Choose your information sources:
- Filter which company sources to include if needed
- Upload your call recording or transcript
- Turn Web search on or off as needed
Making analyses fit your needs
- Choose sales frameworks that match how your team sells
- Ask for focus on specific parts of the call (like "focus on objection handling")
- Contact your Customer Success manager to set up custom frameworks specific to your company
- Ask follow-up questions to learn more about specific parts of the analysis
- Request more action items or coaching tips for specific improvements
Transaction usage
Each call analysis uses 3-7 transactions, depending on:
- How long and complex the call is
- How detailed an analysis you request
- Whether you use additional information from company sources and web search
Tips for best results
- Use high-quality recordings or transcripts for better analysis
- Specify which sales framework your team uses
- Include previous calls with the same account for more complete analysis
- Check the sources to confirm insights and listen to key call moments
- Use analyses for coaching by focusing on specific skills
- Create team benchmarks by analyzing calls from different reps
- Track how deals progress over time by analyzing multiple calls
- Save time by using the analysis to update your CRM with key information