The moment a lead calls your business, your team has a singular, crucial task: follow up. But in the chaos of a busy sales floor, how do you ensure the right person follows up with the right lead at the exact right time?
The answer isn't better organization—it's better prioritization. TrackNotion uses powerful AI to automate prioritization, giving your team the crystal-clear context needed to turn every single lead into a conversion.
AI-Powered Prioritization: Know Who to Call Back First
When your team is juggling dozens of daily calls, efficiency means knowing which calls are high-priority, which are low-priority, and which require immediate attention.
TrackNotion solves this with two core features: Call Grading and Transcription.
1. Call Grading
The Problem:
In a sea of daily calls, it is impossible to manually identify which customers are furious and which are ready to buy without listening to hours of audio. This delay often leads to churn or missed sales opportunities.
The Solution:
TrackNotion processes every call and uses AI to assign a Call Grade, providing a clear measure of call quality and caller satisfaction. This feature provides both a score and an explanation for the call's outcome, acting as your ultimate follow-up cheat sheet:
- Low Call Grade (e.g., 20 and below): These scores flag conversations that likely included frustration or unresolved issues. By identifying these immediately, you can intervene right away to prevent negative reviews or losing the business.
- High Call Grade (e.g., 80 and above): This indicates a successful interaction—a potential "slam dunk". Knowing this allows for a timely follow-up, which is critical to close the deal before momentum is lost.
2. Transcription & Key Phrases
The Problem:
Valuable context is often lost because managers cannot "CTRL+F" a voice conversation. You might miss a customer saying "I want to cancel" or "ready to buy" simply because no one had the time to review the recording.
The Solution:
TrackNotion’s Transcription feature instantly converts the call audio into text, allowing you to spot critical phrases without manual review. Instead of guessing, you can scan your logs for pre-set terms like "pricing" or "cancel," ensuring you catch every buying signal and red flag.
The Power of Instant Alerts and Actionable Context
A generic notification to "Call back Lead X" isn't helpful. However, seeing a log entry that says, "Lead X mentioned 'Ready to Buy'—Call Grade: 95/100" is actionable.
TrackNotion provides all the necessary context in one view:
- A direct link to listen to the call snippet.
- The full transcription of the conversation.
- The overall Call Grade and the AI-generated explanation.
This means the manager or sales rep doesn't have to waste time reviewing the entire call; they can jump straight to a precise, informed follow-up, boosting your conversion rate and dramatically improving the customer experience.
Enhanced Workflows: Call Flow
The Problem:
Complex routing systems often confuse customers, leading to drop-offs before they even reach a sales representative.
The Solution:
Our Call Flow feature allows you to visualize and automate your routing steps. This ensures that calls are directed efficiently based on the caller's needs, making it easier than ever to set up automated actions that drive conversions rather than frustration.
Centralizing Communication with Text Messaging
The Problem: Playing "phone tag" is the fastest way to lose a warm lead. An instant phone call isn't always the best first step for modern consumers.
The Solution: For rapid, asynchronous follow-up, text messaging is essential. TrackNotion allows you to integrate text messaging into your follow-up strategy:
- Automated Rectification: Send a polite, high-priority text message apology or a link to a discount immediately after a low-scored call to recover the relationship.
- Targeted Retargeting: Send a promotional text message with a link to a signup page when a specific topic is discussed but no sale is closed.
Security Note: Reducing Your Liability
The Problem:
Recording calls is essential for quality assurance, but storing sensitive data—like credit card numbers or Social Security numbers—introduces significant legal and security liability for your business.
The Solution:
TrackNotion is designed to protect your business and your customers. Our transcription engine is built to automatically identify and redact personal information from transcripts.
This drastically reduces your liability by ensuring that sensitive financial or personal data is never permanently stored in your text logs.
From Reactive to Proactive
TrackNotion eliminates the guesswork from the follow-up process.
We don't just track calls; we analyze them, rank them, and arm your team with the context needed to act fast.
Stop letting valuable leads fall through the cracks. Start your free 14-day trial today and make every follow-up count.