HeySam
Unlock Knowledge Trapped In Your Sales Calls
4.0
(11 rating)
AI agent
Sales
Categories
Sales
Pricing model
Paid - Payment required
Industry
Horizontal
Hey Sam is an AI-powered conversation intelligence platform built for revenue teams.
It lives inside **Slack** and helps **Sales Engineers, Sales Reps, and Sales Managers** capture, organize, and act on the knowledge shared in customer calls — without leaving their workspace.
HeySam automatically joins your sales calls, extracts key details like technical requirements, objections, and next steps, and summarizes them into actionable insights that can be instantly shared or synced to your CRM.
## How to Use HeySam
1. **Connect HeySam to Slack:** Add HeySam to your Slack workspace and link your meeting platform (Zoom, Meet, or Teams).
2. **Start a Call:** When a customer call begins, HeySam automatically joins as a silent participant.
3. **Review the Summary:** After the meeting, Sam sends you a message in Slack with a full recap, including insights, quotes, and action items.
4. **Push to CRM:** Approve suggested CRM updates directly from Slack — no tab switching needed.
## Features of HeySam
- **AI Sales Engineer:** Automatically extracts technical details, objections, and pain points from calls to help reps close deals faster.
- **Live Call AI:** Summarizes conversations in real time, allowing teams to collaborate during or after calls.
- **CRM Sync in Slack:** Suggests updates for Salesforce, HubSpot, and other CRMs directly within Slack.
- **RFP Copilot:** Helps teams draft or answer complex RFPs using context from past calls and documents.
- **Searchable Knowledge Base:** Every conversation becomes searchable — making it easy to find how your team handled similar questions.
- **Privacy-First Design:** Built with enterprise-grade security and compliance to keep your conversations safe.
It lives inside **Slack** and helps **Sales Engineers, Sales Reps, and Sales Managers** capture, organize, and act on the knowledge shared in customer calls — without leaving their workspace.
HeySam automatically joins your sales calls, extracts key details like technical requirements, objections, and next steps, and summarizes them into actionable insights that can be instantly shared or synced to your CRM.
## How to Use HeySam
1. **Connect HeySam to Slack:** Add HeySam to your Slack workspace and link your meeting platform (Zoom, Meet, or Teams).
2. **Start a Call:** When a customer call begins, HeySam automatically joins as a silent participant.
3. **Review the Summary:** After the meeting, Sam sends you a message in Slack with a full recap, including insights, quotes, and action items.
4. **Push to CRM:** Approve suggested CRM updates directly from Slack — no tab switching needed.
## Features of HeySam
- **AI Sales Engineer:** Automatically extracts technical details, objections, and pain points from calls to help reps close deals faster.
- **Live Call AI:** Summarizes conversations in real time, allowing teams to collaborate during or after calls.
- **CRM Sync in Slack:** Suggests updates for Salesforce, HubSpot, and other CRMs directly within Slack.
- **RFP Copilot:** Helps teams draft or answer complex RFPs using context from past calls and documents.
- **Searchable Knowledge Base:** Every conversation becomes searchable — making it easy to find how your team handled similar questions.
- **Privacy-First Design:** Built with enterprise-grade security and compliance to keep your conversations safe.