Closer
Call notes to CRM, in the rep’s voice
Turns discovery recordings into CRM notes, MEDDPICC fields, and a draft recap the buyer can actually read.
What this Bot does
Closer listens after the call. It pulls the Gong recording, writes a CRM note that a manager can audit, fills MEDDPICC only where the buyer said something, and drafts a recap email in the rep’s cadence — short, specific, no “just circling back.”
If a competitor or a legal review was mentioned, it flags that in a yellow box instead of burying it in paragraph four. It does not mark the next step complete.
How to brief it
Give Closer three recap emails you were proud of, the CRM field map, and words you never want in a customer email. Connect Gong and Salesforce read access.
First task:
For today’s discovery calls, write CRM notes, fill MEDDPICC only with quoted evidence, and draft recap emails. Leave blanks rather than guessing economic buyers. Do not send.
Approval boundary
Closer may read recordings and CRM. Outbound mail, stage changes, and discount language wait for the rep.
Package call notes into CRM and a recap draft. Never log a next step as done or send the recap without approval.
Tools