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Ask Me Anything: Call & Deal Level

Got questions? AMA has answers. Instantly uncover blockers, next steps, buyer sentiment, winning strategies, key insights & much more.

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Written by Mamta Tainwala
Updated this week

Call AMA and Deal AMA empowers you to instantly access critical insights about your sales calls and deals without spending hours sifting through notes or rewatching call recordings. Acting as your deal oracle, Sybill provides actionable answers, brainstorms strategies, and delivers personalized feedback with just a simple question.

With AMA, you can uncover blockers, buyer sentiments, winning strategies, and more, all in a few seconds.

Key Features

1. Instant insights at your fingertips

  • All your meeting and deal insights, just a question away: Quickly uncover buyer sentiment, blockers, and key insights without combing through notes.

With AMA you can ask Sybill questions like:

- “What are the next steps to close this deal?”

- “What are the customer’s pain points?”

- "Are there any red flags mentioned in the previous meetings?"

  • Save time by getting concise answers from your meetings and deals. No need to revisit transcripts or CRM notes.

2. Your personal Deal Oracle

  • Brainstorm strategies with sales wisdom at your fingertips: AMA analyzes all your calls, emails, and deal activity to provide insights and strategies for success.

Discuss and plan:

- Deal progression strategies

- Competitive positioning

- Negotiation tactics

- Forecasting and risk mitigation

3. Improve and upskill with actionable feedback

  • Ask Sybill for feedback on your performance, including:

- Meeting effectiveness

- Objection handling

- Discovery questions

- Opportunities missed

Sybill doesn’t just evaluate - it provides suggestions to improve.

How to Use Call AMA

Call AMA is designed to help you get the most out of individual call recordings.

  1. Ask Anything about your call:

    • After a call, you can prompt AMA with specific requests. Some examples are: (image a)

      - “Can you summarize this call in the SPICED framework (Situation, Pain, Impact, Critical Event, Decision)?”

      - “What could I have done better during this call?”

      - “What steps should I take to move this deal forward?”

      image a: Call Level Ask Me Anything with a question and response generated by Sybill

  2. Common Use Cases:

    • Preparing for follow-ups

    • Reviewing missed opportunities

    • Gathering insights for team discussions or deal reviews

How to Use Deal AMA

With Deal AMA, you can discuss deal progression strategies, competitive positioning, negotiation tactics, forecasting & risk mitigation, and practically everything else with sales wisdom at your fingertips. You will get answers considering all the interactions you have had with the prospect / client.

  1. Link calls to deals:

    • If a call isn’t yet associated with a deal in your CRM, you can manually link it:

      - Click “Link Opportunity” on the Meetings Dashboard (image b) or check just above the meeting video to ensure it is linked to the right opportunity (image c).

      image b: Linking the meeting to the right opportunity in Sybill Meetings Dashboard

      image c: Button to open Deal Card through individual meeting page

  2. Open the Deal Card:

    • Right above the meeting video, you’ll see the opportunity or deal linked. Click on it and here you have the Deal Card. (image c)

  3. Ask Anything about your deal:

  • Use Deal AMA to gain insights across the customer journey:

    - “What’s the customer’s biggest concern about our product?”

    - “What’s holding this deal back?”

    - “What do I need to focus on for the next meeting?”


FAQs

  1. What is the difference between Call AMA and Deal AMA?

    • Call AMA focuses on providing insights and feedback for individual calls, such as summaries, buyer sentiment, and actionable suggestions.

    • Deal AMA synthesizes data from all interactions (calls, emails, etc.) linked to a deal and helps strategize across the entire customer journey.

  2. What types of questions can I ask AMA?

    Broadly, AMA can help you with finding information or insights related to a call/deal, brainstorm strategies or negotiation tactics, and you could also use AMA to get feedback on your current methodology or approach towards a customer.

    You can ask questions about:

    • Call summaries (“Summarize this call in SPICED framework.”)

    • Next steps (“What should I do next to close this deal?”)

    • Coaching feedback (“What could I have done better in this call?”)

    • Strategy and insights (“What are this customer’s biggest pain points?”)

      Here is a list of sample questions you could ask depending on your role.

  3. Can AMA use custom sales frameworks?

    • Yes, AMA can adapt to custom sales frameworks. You can specify the framework elements in your prompt (e.g., SPICED, BANT, MEDDPICC).

  4. Can AMA provide insights across multiple calls in a deal?

    • Yes, Deal AMA consolidates insights from all linked calls, emails, and interactions associated with a deal.


Troubleshooting

  1. Problem: I don’t see insights for a specific call in Deal AMA.

  • Solution: Ensure the call is linked to the correct deal in Sybill. Manually link the call by clicking “Link to Deal” and searching for the opportunity or account name.

2. Problem: The AMA response doesn’t match the context of my question.

  • Solution: Refine your prompt to be more specific. For example, instead of “What’s the summary?” ask “Can you summarize this call in the SPICED framework?”

3. Problem: AMA isn’t providing detailed feedback.

  • Solution: Check if the call recording and transcript are fully synced in Sybill. Detailed insights require complete data. Ensure the audio quality of the call is good for better transcription.

4. Problem: I’m not able to link a call to a deal.

  • Solution:.

    - Confirm that the deal exists in your CRM and that Sybill is correctly synced with your account.

    - Try searching for the deal by account name or opportunity name.

    - If the issue persists, reach out to support for troubleshooting.

5. Problem: AMA isn’t recognizing certain customer data.

  • Solution:

    - Ensure the customer’s name and other details are consistently recorded across calls and emails.

    - Verify if the customer data is properly synced in your CRM or Sybill.

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