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Traq.ai

Traq.ai improves sales with AI-enhanced insights, meeting transcription, CRM integration, and mobile app support without altering your process.
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Traq.ai

What is Traq.ai?

Traq.ai is a platform founded by Adam Rubenstein, Pete Rice, and Chris Rice with the mission of revolutionizing sales conversations by providing AI-enhanced sales enablement services. Adam Rubenstein, the Chief Executive Officer, is a problem-solver and seasoned sales leader with a vision to address the lack of visibility into sales conversations. Pete Rice serves as the Chief Technology Officer, focusing on designing a world-class AI engine to support customer needs. Chris Rice, the Chief Experience Officer, aims to create a user-friendly experience for Traq.ai users by leveraging his deep understanding of marketing and user behavior.

The platform offers features like calendar integration, CRM integration, meeting transcription, AI-powered meeting analysis, AI-prepared follow-up communication, mobile app for in-person meetings, self-guided sales coaching, coaching library, custom AI analysis packages, live onboarding tutorials, and support via Slack. Furthermore, Traq.ai does not require changes to the current sales process but may provide insights that encourage beneficial modifications. It is cost-effective and can sync call data into CRM systems like HubSpot and Salesforce, trusted for its track record of helping clients close millions in sales, and does not entail long-term contracts.

Who created Traq.ai?

Traq.ai was founded by Adam Rubenstein, who serves as the Chief Executive Officer. The company was launched on February 21, 2022, with a vision to address the lack of visibility into sales conversations. Adam Rubenstein has extensive experience in sales leadership and entrepreneurship. Additionally, the company's Chief Technology Officer, Peter Rice, focuses on designing AI technology to meet customer needs effectively. Overall, Traq.ai aims to revolutionize sales conversations with innovative solutions and a user-friendly platform.

Who is Traq.ai for?

  • Sales professionals
  • Marketing professionals
  • Business Managers
  • Entrepreneurs

How to use Traq.ai?

To use Traq.ai effectively, follow these steps:

  1. Integration: Connect your Microsoft or Gmail calendar for automatic call recording and integration with CRM systems like HubSpot and Salesforce.

  2. Meeting Transcription: Instantly transcribe and share meetings, including video, with your team or others.

  3. Meeting Analysis: Benefit from AI-powered meeting analysis for automated meeting summaries, detailed minutes, and deal risk analysis.

  4. Follow-up Communication: Utilize AI-prepared follow-up communication to enhance professionalism and response time.

  5. Mobile App Integration: Use the mobile app to capture in-person meetings with ease on iOS or Android devices.

  6. Sales Coaching: Enable self-guided sales coaching with AI-generated analysis and recommendations for improvement.

  7. Coaching Library: Build a Coaching Library using every conversation to guide and coach your team effectively.

  8. Custom AI Analysis: Tailor Traq.ai's artificial intelligence to match your specific business requirements.

  9. Live Onboarding Tutorials: Engage in live onboarding tutorials to maximize the tool's features and capabilities.

  10. Support Channels: Benefit from support via Slack for enterprise customers through the Slack Support and Advisory Channel.

These steps will help you harness the full potential of Traq.ai for your sales processes and team development. Make the most of its features and capabilities to enhance your sales performance.

Pros
  • Calendar Integration: Connect your Microsoft or Gmail calendar to automatically record all your scheduled Zoom, Google Meet, WebEx and Teams calls.
  • CRM Integration: Connect your CRM to automatically link meetings to contacts. Available for HubSpot, Salesforce, and Zoho. (Others available upon request)
  • Meeting Transcription: Instantly transcribe and effortlessly share meetings, including video, with your team or external participants.
  • Meeting Analysis: AI-powered meeting analysis: automated meeting summaries, detailed meeting minutes, deal risk analysis, and much more.
  • AI-prepared Follow-up Communication: Concise, contextual follow-up communication promotes your organization’s professionalism and response time.
  • Mobile App for In-Person Meetings: The perfect companion to easily capture your in-person meetings using your iOS or Android mobile device.
  • Self-Guided Sales Coaching: Let your team improve and learn from every call as Traq.ai prepares a coaching analysis and recommendations to improve.
  • Coaching Library: Every conversation can be used to help guide and coach your team. Build a Coaching Library to up-level your team.
  • Custom AI Analysis Packages: Your very own Traq.ai artificial intelligence, fully customizable to your business requirements.
  • Live Onboarding Tutorials: A live agent will guide your team on how to use and get the most out of the features and capabilities of Traq.ai.
  • Support via Slack: Enterprise customers benefit from both the Slack Support Channel and the Slack Advisory Channel.
Cons
  • No specific cons of using Traq.ai were identified in the provided documents.

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