Fallstudie

AgentCreator Delivers Sales Coaching and Instant Insights

Backstory

SnapLogic’s Sales team is made up of Account Executives (AEs), Sales Engineers (SEs), and Business Development Representatives (BDRs) who rely on capturing and acting on insights from live customer calls. Historically, this process was manual. Sales reps juggled active conversations with note-taking, Salesforce updates, and follow-up preparation. Sales leadership had limited time to review calls, identify coaching opportunities, and capture high-impact sales moments to use for team-wide instruction.

Die Herausforderung

Before implementing Echo, call transcripts from Chorus.ai and Outreach were stored but underutilized. Updating Salesforce fields such as MEDDPICC, next steps, and obstacles was a time-consuming and manual process that often fell behind in priority. Coaching feedback from sales leaders was delayed, lacked the context of the full conversation, and missed key moments. The team needed a way to:

• Deliver real-time, actionable coaching to sales reps
• Automate Salesforce updates directly from call transcripts
• Enable interactive Q&A on call content without requiring manual searches
• Ensure a scalable, secure workflow as the sales team and volume of calls grew

Die Lösung

Using SnapLogic AgentCreator, the team built Echo Sales Coach, a Slack-native AI sales companion that processes call transcripts, delivers feedback, and automatically updates CRM records.

Key features include:

• Slack delivery: Sales reps receive a DM after each call with a summary, PDF coaching analysis, and links to the Salesforce Opportunity and original recording.
• Conversational follow-up: Reps can ask Echo follow-up questions in Slack threads; responses are contextualized to the transcript and analysis.
• Salesforce integration: Echo automatically updates MEDDPICC fields, next steps, obstacles, and transcript file paths in Salesforce.
• Organized call storage: All transcripts and outputs are securely stored in Amazon S3, vectorized in Pinecone for efficient retrieval.
• Leadership dashboard: role-based access controls give the Sales Leadership team access to review their teams’ calls and insight for more targeted coaching conversations.

The application’s architecture leverages multiple AgentCreator pipelines, including Driver, Worker, and Tool pipelines to handle various processes. Things like transcript ingestion, AI analysis, updates to Salesforce, and Slack notifications can be automated, driving both flexibility and enterprise scalability.

Geschäftsergebnisse

Since launch, Echo has transformed the way the Sales team captures and uses customer conversation data, including:

• Faster deal qualification: Salesforce updates are now instantaneous, ensuring opportunity data is always current. Richer details in MEDDPICC fields are associated with higher deal close rates and higher deal values. 
• More time selling, less time in Salesforce: Reps spend less time on administrative updates and more time with customers.
• Improved coaching effectiveness: Feedback is delivered within minutes of the call, improving retention and actionability.
• Greater leadership visibility: Sales leaders can quickly review calls, identify trends, and capture teachable moments.

Schlussfolgerung

Echo Sales Coach demonstrates the potential of AgentCreator to go beyond automation and into real-time, contextual enablement. By embedding AI coaching directly into the sales workflow, SnapLogic’s Sales team now works faster, sells smarter, and closes deals with greater confidence.