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.
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.
To use Traq.ai effectively, follow these steps:
Integration: Connect your Microsoft or Gmail calendar for automatic call recording and integration with CRM systems like HubSpot and Salesforce.
Meeting Transcription: Instantly transcribe and share meetings, including video, with your team or others.
Meeting Analysis: Benefit from AI-powered meeting analysis for automated meeting summaries, detailed minutes, and deal risk analysis.
Follow-up Communication: Utilize AI-prepared follow-up communication to enhance professionalism and response time.
Mobile App Integration: Use the mobile app to capture in-person meetings with ease on iOS or Android devices.
Sales Coaching: Enable self-guided sales coaching with AI-generated analysis and recommendations for improvement.
Coaching Library: Build a Coaching Library using every conversation to guide and coach your team effectively.
Custom AI Analysis: Tailor Traq.ai's artificial intelligence to match your specific business requirements.
Live Onboarding Tutorials: Engage in live onboarding tutorials to maximize the tool's features and capabilities.
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.
The integration with HubSpot is seamless, making it easy to sync data and keep everything organized.
The pricing could be more flexible for smaller teams. However, the return on investment has been worth it.
It helps me maintain consistent communication with clients post-meeting, which has significantly improved my follow-up success rate.
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