RevOps teams need reliable data to support reporting, forecasting, and sales processes. However, important information often remains buried in customer calls or depends on sales reps manually updating the CRM.
Claap helps turn these conversations into structured data that your teams can use. Once the foundations are in place, meetings can be recorded automatically, key information can be extracted consistently, and relevant insights can be synced with your CRM.
What Claap can help you achieve
Keep your CRM up to date
Claap can automatically add meeting summaries, insights, and recording links to the relevant records in your CRM.
Your teams spend less time on manual updates, while RevOps gets more complete and consistent information for reporting.
Claap integrates with:
Standardize the information captured after every call
With AI Fields, you can define the information Claap should extract from your team’s conversations.
For example:
Was a next step agreed?
Was a competitor mentioned?
What budget was discussed?
Who is involved in the decision?
What objections or risks were identified?
Using the same AI Fields across the team gives you consistent information that can be compared and reported on.
Improve pipeline visibility
When customer conversations and CRM data are connected, sales managers and RevOps teams get a clearer view of what is happening across the pipeline.
You can also create shared Views to organize conversations and make the most relevant information easier for your teams to find.
The must-have setup
1. Connect your team’s calendars
Each team member should connect their calendar so Claap can identify upcoming meetings and record the right conversations.
2. Connect your CRM
Connect your CRM so meeting information can be associated with the right contacts, companies, and deals.
Choose the relevant setup guide:
3. Decide which meetings should be recorded
Define which internal and external meetings Claap should record automatically, as well as how recordings and recaps should be shared.
4. Define the information your teams need
Start with a small number of shared AI Fields based on the information you already use in your reports and pipeline reviews.
See Using AI Fields.
Best practices for RevOps teams
Start with your reporting needs. Identify the information that is missing or inconsistently completed in your CRM.
Keep your first setup simple. Begin with three to five essential AI Fields before adding more.
Use shared definitions. Make sure the same questions and terminology are used across the team.
Test the complete workflow. Check that a real meeting is recorded, associated with the right CRM records, and produces the expected information.
Review the setup regularly. Remove fields that are not being used and improve questions that produce unclear answers.
Define your visibility rules. Agree on which recordings should be accessible to the team and which should remain private. See Public vs Private recordings and folders.
Go further with Claap
Once the essential setup is working, you can build more advanced workflows: