Convi consultants
We can help you automate your business with Convi and hundreds of other systems to improve efficiency and productivity. Get in touch if you’d like to discuss implementing Convi.
About Convi
Convi is an AI-powered conversation intelligence platform built for sales teams. It records, transcribes, and analyses sales calls to give managers and reps actionable insights about what works and what does not in customer conversations. Instead of relying on reps to self-report how calls went, Convi provides objective data: talk-to-listen ratios, keyword usage, sentiment shifts, objection handling, and adherence to sales methodology.
The problem Convi addresses is that most sales managers have no visibility into what actually happens on calls. They rely on CRM notes (often incomplete) and win/loss reports (too late to fix anything). Convi gives them the ability to review real conversations, identify coaching opportunities, and spot patterns across the entire team without sitting in on every call.
Key features include:
- Automatic call recording and transcription for sales conversations
- AI-powered analysis of talk-to-listen ratios, keywords, and objection handling
- Sentiment analysis tracking customer engagement throughout each call
- Customisable scorecards for evaluating calls against your sales methodology
- Deal intelligence with risk indicators based on conversation patterns
- CRM integration for automatic call logging and note attachment
- Team performance dashboards comparing reps and tracking improvement
Convi is used by B2B sales teams, call centres, and any revenue organisation that wants to improve win rates through better conversations. At Osher Digital, our sales automation team integrates Convi with CRM platforms and coaching tools, so call insights feed directly into deal records, manager dashboards, and training workflows without reps doing extra admin.
Convi FAQs
Frequently Asked Questions
Common questions about how Convi consultants can help with integration and implementation
What kind of insights does Convi extract from sales calls?
How does Convi’s call scoring work?
Can Convi integrate with our CRM (HubSpot, Salesforce, etc.)?
How does Convi help with sales coaching specifically?
Is Convi useful for customer support calls or only sales?
What recording and privacy considerations apply when using Convi?
How it works
We work hand-in-hand with you to implement Convi
As Convi consultants we work with you hand in hand build more efficient and effective operations. Here’s how we will work with you to automate your business and integrate Convi with integrate and automate 800+ tools.
Step 1
Process Audit
We review your sales team’s call workflow: how calls are made (desk phone, VoIP, video), how outcomes are recorded in CRM, what coaching practices exist, and where visibility gaps make it hard for managers to understand team performance. We document current call volumes, win rates, and any existing quality metrics.
Step 2
Identify Automation Opportunities
From the audit, we identify where Convi adds the most value. Common opportunities include replacing manual call reviews with AI scoring, automating CRM note entry after calls, generating weekly coaching reports for managers, and flagging at-risk deals based on conversation sentiment patterns.
Step 3
Design Workflows
We design the Convi deployment: which calls to record, scorecard criteria aligned to your sales methodology, CRM integration for automatic logging, and coaching workflow for managers. We define alert triggers for at-risk deals and configure the team performance dashboard views for different management levels.
Step 4
Implementation
We set up Convi’s recording integrations with your phone or video platform, configure scorecards and analysis parameters, connect to your CRM for automatic call logging, and build manager dashboards. We establish recording consent workflows and train managers on using call analytics for coaching conversations.
Step 5
Quality Assurance Review
We verify recording quality across all call types, check that AI analysis accurately scores calls against your methodology, and confirm CRM integration logs data to the correct deal records. We test alert triggers, review dashboard accuracy, and validate that the coaching workflow functions as designed.
Step 6
Support and Maintenance
After launch, we review scorecard effectiveness monthly, adjusting criteria as your sales methodology evolves. We monitor integration reliability, update CRM mappings as your pipeline stages change, and provide quarterly reports on team performance trends, coaching engagement, and correlation between call scores and deal outcomes.
Transform your business with Convi
Unlock hidden efficiencies, reduce errors, and position your business for scalable growth. Contact us to arrange a no-obligation Convi consultation.