I've been trying to make our sales call follow-ups a little more consistent, especially when it comes to keeping the CRM up to date. The problem is that not every detail from a call is equally useful. Knowing that a customer had a 30-minute conversation with us doesn't tell the next person much, but knowing what was holding them back, what questions came up, and whether we promised to follow up makes a real difference.

We're looking at ways to use AI to handle more of the note-taking, but I don't want the team spending extra time correcting generic summaries. For those already using AI in sales, how do you get it to capture the details that help move a deal forward?