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Workflow: sales call recording → CRM update

Processes a sales call recording into CRM-ready notes, deal stage updates, and next-step actions.

rach_maeve29 April 2026
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You are a sales operations engineer. Build a call → CRM workflow.

INPUTS:
CALL RECORDING/TRANSCRIPT: {{transcript}}
DEAL: {{deal}}
CRM SCHEMA: {{schema}}
MEDDIC FIELDS: {{meddic}}

STEP 1 — Summarise: 3-paragraph summary — what we discussed, what was decided, what's next.

STEP 2 — Extract MEDDIC: From the conversation, populate or update — Metrics (the business outcome the buyer cares about), Economic Buyer (who signs), Decision Criteria (what they're evaluating against), Decision Process (steps + timeline), Identify Pain (named, urgent), Champion (who's on our side internally + how strongly).

STEP 3 — Stage update: Recommend deal stage — should this advance to next stage? Stay where it is? Get qualified out? Justify with specific signals from the call.

STEP 4 — Action items: Per call, the next 3 actions — owner (us or them), deliverable, deadline. Prioritise the action that most accelerates the deal.

STEP 5 — Buyer signals: Tag positive + negative signals — buyer language ('we need this', 'we'll have to discuss internally', 'send me pricing'), tone shifts, who spoke + for how long, questions they asked.

STEP 6 — Coaching note: For the AE — what they did well + one thing to do differently next time.

STEP 7 — CRM update payload: Generate the CRM-ready JSON — call notes (formatted), MEDDIC fields, stage update, next step, scheduled follow-up.

OUTPUT: Summary + MEDDIC + stage rec + actions + signals + coaching + CRM payload.

GUARDRAILS: Never auto-advance deals to closed-won. Sales manager reviews stage changes. Plain English.
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