Sales Intelligence: Turn every conversation into actionable intelligence

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Sales Intelligence is the AI-powered intelligence layer inside your UCaaS platform that transforms customer conversations into insights you can act on.

It analyzes calls, meetings and chats to show how customers felt, why interactions succeeded or failed and what needs your attention next.

Performance Summary

Instead of manually reviewing conversations or relying on surface-level analytics, sales leaders get a complete view of performance across teams, accounts and channels.

From Conversations to Clarity

Sales teams generate thousands of conversations, but most of the insight inside them goes unused.

Sales Intelligence can change that.

It’s a fully customizable analytics layer built directly into your UCaaS platform, delivering AI sales intelligence that helps managers and supervisors:

Understand what’s really happening in customer interactions

Monitor trends across teams and accounts

Identify risks and opportunities early

Coach with confidence using real examples

This is not static reporting; it’s intelligence that adapts to what you need to measure and how you want to see it.

What Sales Intelligence Does

A complete view of every interaction

The Sales Intelligence software analyzes every recorded conversation across:

Each interaction is automatically enriched with:

Customer Satisfaction (CSAT) prediction
Customer and agent sentiment
Sentiment shifts and key moments
AI-generated highlights and next steps
Behavioral metrics e.g. track talk-to-listen ratios
Filler word tracking

With Sales Intelligence, you’ll see which conversations improved, which deteriorated and which need follow-up, all in one place.

Intelligence at Every Level: Macro to Micro

Start with the big picture, then drill down in seconds:

Listen to recordings, watch meetings, read transcripts or let AI summarize what matters.

Sales Intelligence gives leaders visibility without overwhelming them, acting as sales performance monitoring software across teams, individuals and accounts.

Your Intelligence. Your View.

The Sales Intelligence software is fully configurable, not just in what it analyzes, but in how insights are presented.

You decide what matters and how you want to monitor it.

Managers can:

See What Your Conversations Are Really Telling You

Get the insights you need to prevent problems before they happen

AI That Reports and Explains

Filtering data is only the start

With Wilma AI, you can ask:

Wilma analyzes conversations and delivers clear explanations, patterns and recommendations, which turns hours of manual review into instant insight.

Fully Customizable Intelligence Modules

Sales Intelligence adapts to your priorities. You can create custom sales call monitoring for:

Sales objections

Pricing and budget discussions

Competitor mentions

Account health and churn risk

Product feedback

Compliance or internal reviews

You can also:

Create modules from scratch

Generate them by simply describing what you want to measure

Generate modules specifically for AI agent performance

AI builds the structure automatically, including categories, risk levels, root causes and evidence extracted directly from conversations.

Native AI Agent Sales Call Monitoring

Most intelligence tools fail to monitor AI agents effectively because they lack context. They see transcripts but don’t understand the agent’s purpose or intended goal.

Because Wilma AI agents are native to your communications platform, Sales Intelligence understands the “why” behind every interaction. It connects the initial problem to the final outcome.

True native integration allows you to:

Measure intent:

Evaluate performance against what agents are designed to do.

Track workflows:

Monitor the exact questions asked and actions performed during live calls.

Optimize execution:

Go beyond basic sentiment to see how agents follow your specific logic.

Sales Intelligence generates meaningful performance metrics based on real agent behavior rather than generic benchmarks, so you can confidently monitor and optimize AI-driven interactions.

Customer Satisfaction and Sentiment Built In

Every conversation is evaluated for:

Track satisfaction trends across teams, identify early warning signs and proactively improve customer experience before issues escalate.

See Sales Intelligence in Action

How Teams Use Sales Intelligence

Improve sales performance

Identify which tactics work, replicate top-performer behaviors and coach with real conversation examples

Optimize customer engagement

Understand customer needs, concerns and buying signals directly from conversations, leading to more relevant and effective interactions.

Coach and train with confidence

Review real calls and leave time-stamped feedback. Your comments link directly to the moment they happened, launching a dedicated chat for targeted coaching.

Gain product and technical insight

Surface recurring product issues, feature requests and technical objections directly from customer conversations.

Transform Your Customer Intelligence

Sales Intelligence gives you the visibility, flexibility and speed to turn conversations into confident decisions.

Who is Sales Intelligence For?

Sales managers and
team leaders

Revenue and
customer success leaders

Support and service
managers

Technical and
product leaders

Executives who
need clarity

Access is role-based, ensuring insights are available to those responsible for monitoring performance and driving improvement, making it effective sales performance monitoring software for leadership teams.

The Sales Intelligence software also supports multilingual analysis, with conversations evaluated in the original language and insights delivered in the language you choose.

Sales Intelligence FAQs

What is Sales Intelligence?

Sales Intelligence is an AI-powered intelligence layer inside your UCaaS platform that analyzes calls, meetings and chats. It turns customer conversations into actionable insights using sentiment analysis, predicted CSAT and key conversation moments, making it powerful sales call analytics software for modern teams.

Who is Sales Intelligence designed for?

Sales Intelligence is built for managers, supervisors and leaders who need visibility into team performance and trends. This includes sales, revenue, customer success, support, product leaders and executives, with access controlled by role.

What types of conversations does Sales Intelligence analyze?

The Sales Intelligence software analyzes recorded voice calls, video meetings, conferences and chat interactions, covering both human-led conversations and interactions handled by AI agents.

What insights does Sales Intelligence provide?

Each interaction is enriched with predicted CSAT, customer and agent sentiment, sentiment shifts, key moments, highlights and suggested next steps, helping teams understand what changed and why.

How customizable is Sales Intelligence?

Sales Intelligence is fully configurable. You control the sales call monitoring and how insights are displayed, with custom dashboards, saved views and monitoring modules tailored to your priorities.

How does Wilma AI work with Sales Intelligence?

Wilma AI acts as an analyst within Sales Intelligence. You can ask questions about conversation outcomes, sentiment changes or next actions, and Wilma explains patterns and summarizes insights instantly.

Can Sales Intelligence be used by multilingual teams?

Yes. The Sales Intelligence software analyzes conversations in their original language and delivers insights in the language you choose, supporting global and distributed teams.