Goelo - Short Review

Collaboration Tools

Goelo Product Overview Goelo is a cutting-edge platform designed to enhance productivity, improve sales skills, and streamline customer relationship management, particularly for sales teams and professionals. Here’s a detailed look at what Goelo does and its key features:

What Goelo Does

Goelo is an AI-driven meeting assistant and CRM automation tool that integrates seamlessly with various popular platforms such as Google Workspace, Microsoft 365, Zoom, Meet, Teams, and Salesforce. The platform is tailored to automate and optimize the process of managing meetings, customer conversations, and CRM data.

Key Features and Functionality



Meeting Assistant

  • Goelo’s Meeting Assistant automatically records, transcribes, and shares AI-generated summaries of meetings. This feature allows users to focus on their customers rather than taking notes. The AI-generated summaries include key sections such as Introduction, Insights, Key Numbers, and Next Steps.


Salesforce Auto-fill

  • Goelo analyzes customer conversations throughout the sales cycle to automatically populate CRM data in Salesforce. This feature helps salespersons adhere to various sales methodologies like MEDDIC, BANT, and SPICED, ensuring that opportunities and customer data are always up-to-date.


Infinite Memory

  • The “Infinite Memory” feature enables users to retain detailed information about their relationships with prospects. This helps in offering the best buyer experience and improves sales skills by accessing knowledge from top-level salespeople.


Multi-language Support

  • Goelo supports over 30 languages, making it a versatile tool for global teams. Supported languages include English, Spanish, German, French, Italian, Polish, Portuguese, and many more.


Seamless Integration

  • The platform integrates with Google Workspace, Microsoft 365, Zoom, Meet, Teams, and Salesforce, ensuring that it fits seamlessly into existing workflows.


Collaborative Workspace

  • Goelo provides a collaborative workspace where users can store, share, and comment on meeting recordings, enhancing team collaboration and productivity.


Pricing and Plans

Goelo offers several pricing plans to cater to different needs:
  • Pro Plan: Ideal for small teams, this plan includes features like the Goelo Bot, Notetaker, AI Summary, and Salesforce Integration, among others. It is currently available at $39 per user per month (originally $49 per user per month).
  • Business Plan: This plan unlocks the full power of AI and Salesforce synchronization and includes all the features of the Pro plan. It is currently available at $59 per user per month (originally $89 per user per month).
  • Enterprise Plan: This plan includes all the features of the Business plan plus a Dedicated Customer Success Manager. The pricing for this plan is not listed on the website.
All plans come with a free trial that includes 5 recordings, and no credit card is required for the trial.

Conclusion

Goelo is a powerful tool that leverages AI to automate meeting notes, enhance sales skills, and ensure accurate CRM data. Its seamless integration with popular platforms and multi-language support make it an invaluable asset for sales teams and professionals looking to streamline their workflows and improve productivity.

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