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Turn every conversation into a managed sales process

Analyse conversations against your sales book: check qualification and methodology, turn commitments into CRM actions and give leaders a view of the team.

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AI profile of a sales rep: competency radar, strengths, growth areas and a training planDemo
Aplora Sales demo interface. The figures on screen are sample data, not a client result.
Whose side to show
  • A ready conversation summary
  • Commitments captured
  • Next actions
  • The data going into the CRM
  • A personalised follow-up draft
  • Prompts on missing qualification
AI-generated training plan: practice steps linked to specific callsDemo
Aplora Sales demo interface. The figures on screen are sample data, not a client result.
  • A quality score for the conversation
  • Adherence to your own methodology
  • Reasons deals are lost
  • Deals that need attention
  • Aggregated patterns across the team
  • Metric trends
  • Evidence snippets from the calls
Period comparison screen: two funnels side by side and a conversion trend chartDemo
Aplora Sales demo interface. The figures on screen are sample data, not a client result.

What the head of sales sees today

  • Manual QA covers a sample: a handful of recordings out of hundreds
  • The methodology exists on paper but doesn't take hold in behaviour
  • The CRM is filled in partially, and after the call rather than during it
  • Commitments and next actions get lost between the call and the e-mail
  • The outcome becomes visible too late to influence it

Sales leadership sees the outcome of conversations after the point where it could still act on it.

Turns calls, CRM data, and your own sales methodology into a system that drives management action.

Capabilities and details

The system reviews each conversation against your own sales book rather than a generic script: it checks qualification coverage, shows where a rep drifted from the methodology, fills CRM fields and tasks, drafts a personalised follow-up, and gives the head of sales a team-level view instead of a sample.

Reviews every conversation against your methodology criteria and turns the findings into actions in the CRM.

  • call transcription and structuring
  • lead qualification
  • methodology adherence
  • commitments and next actions
  • automatic CRM updates
  • personalised follow-up
  • analytics for the head of sales
List of loss reasons with bars and an amount against each oneDemo
Aplora Sales demo interface. The figures on screen are sample data, not a client result.

How it works

The route from input to outcome

Nodes expand: input, processing, output, control.
  1. 01Source

    Call

    Expand
    Input
    A recording from telephony or your conferencing tool.
    Processing
    The recording is ingested and matched to the deal and participants.
    Output
    A conversation queued for review.
    Quality control
    Recording rules — including exclusions — stay under the client's control.
    Integration
    Telephony, conferencing tools
  2. 02Automated step

    Transcription

    Expand
    Input
    The conversation audio track.
    Processing
    Speech-to-text with speaker separation and timecodes.
    Output
    A transcript you can return to at any point.
    Quality control
    Poor audio is flagged — no conclusions are drawn from a bad recording.
    Integration
    Recording storage
  3. 03AI step

    Review against the sales book

    Expand
    Input
    The transcript and your methodology criteria.
    Processing
    Checks required questions, objection handling, commitments and communication standards.
    Output
    A criterion-level score, each conclusion backed by the excerpt it came from.
    Quality control
    Contested cases route to manual review. The methodology version is recorded with the score.
  4. 04Business rule

    Qualification

    Expand
    Input
    The review output and your MQL/SQL definitions.
    Processing
    The collected information is matched against stage-exit criteria.
    Output
    A qualification status and a list of what is still unknown.
    Quality control
    Missing data is shown as missing rather than filled in by assumption.
  5. 05Target system

    CRM fields and tasks

    Expand
    Input
    The structured review output.
    Processing
    The deal record is updated and next-step tasks are created.
    Output
    A current deal record without manual data entry.
    Quality control
    Overwriting meaningful fields requires confirmation, and every change is logged.
    Integration
    CRM
  6. 06Human checkpoint

    Follow-up

    Expand
    Input
    Commitments, open questions and deal context.
    Processing
    A personalised message is drafted from what was actually said.
    Output
    A draft message for the rep.
    Quality control
    A person sends it. There is no unattended send to a client.
    Integration
    E-mail, messengers
  7. 07Monitoring

    Leadership dashboard

    Expand
    Input
    Scores, qualification statuses and CRM data across the team.
    Processing
    Patterns are aggregated; deals and conversations needing attention are surfaced.
    Output
    A team-level view that drills down to the specific excerpt.
    Quality control
    Visibility of individual scores is configurable — they need not be shown to the rep.

Feedback: monitoring returns data to the rules — the loop closes rather than ending at the last step

What the scoring rests on

The criteria are built from how you actually sell. The system brings no ready-made 'correct script'.

The system runs on your methodology, not a generic script

  • The client's sales book
  • MQL and SQL definitions
  • Required questions
  • Common objections
  • Commercial terms
  • Next-step rules
  • Communication standards
  • Funnel stages and stage-exit criteria

Why the conclusions can be trusted

  • Scorecards with transparent criteria — you can see what earned the score
  • A quote from the conversation beside every conclusion
  • An explicit confidence level, and a flag when data was insufficient
  • Manual review of contested cases
  • Methodology versioning: you can see which revision scored a conversation
  • A test set of calls for calibration
  • An audit trail of every change
Competency radar for a sales rep across six criteria of the sales methodologyDemo
Aplora Sales demo interface. The figures on screen are sample data, not a client result.

What it needs

  • call recordings from telephony or your conferencing tool
  • sales book, funnel stages and stage-exit criteria
  • MQL and SQL definitions
  • required qualification questions
  • deal and contact records from the CRM

What it produces

  • a structured conversation summary
  • commitments and next actions
  • populated CRM fields and tasks
  • a drafted personalised follow-up
  • a conversation score against methodology criteria
  • a leadership dashboard with trends and exceptions

What can be measured

Categories, not promised values. Numbers appear only in cases, with a baseline and a stated method.
  • share of calls actually reviewed
  • management time spent on QA
  • CRM field completeness
  • time to follow-up after a conversation
  • stage-to-stage conversion
  • share of conversations with full qualification coverage
  • rep adoption

What it connects to

A specific service is named once the integration is verified.
  • telephony and call recording
  • CRM
  • e-mail and SMS
  • calendar
  • Slack / Teams
  • your own APIs

Where the human stays

The rep sends the follow-up. The head of sales calibrates the criteria. The decision stays with a person.

How rollout works

  1. 1

    Interviews and sales book collection

  2. 2

    Building the scoring criteria

  3. 3

    Testing against historical calls

  4. 4

    Calibration with the head of sales

  5. 5

    Integration with telephony and CRM

  6. 6

    A limited launch

  7. 7

    Team training

  8. 8

    Monitoring and development

A sales leader and a rep in headsets listen back to a call together at one screen.

AI has to be governable, not just useful.

  1. 01Human-in-the-loop for critical actions
  2. 02Versioning of prompts, rules and models
  3. 03Test sets and manual QA
  4. 04Logs of inputs, outputs and the rules applied
  5. 05Error handling, retries and an exception queue
  6. 06Quality and cost monitoring
  7. 07Rollback
  8. 08Roles, access and data retention policy

How this differs from adjacent tools

ApproachWhat it givesLimitation
AI notetakerRecording and a conversation summaryDoesn't reflect your methodology or management context
CRM-native AIAutomation inside the CRMLimited customisation of the process and the scoring criteria
Manual QAA deep read of one specific conversationSampling, and an expensive use of management time
Aplora SalesOur approachMethodology, instrumentation and actionRequires the sales leader to take part in calibration

The limitation of Aplora Sales is stated plainly: without calibrating the criteria together with the sales leader, the system will not work.

Cases

Where this has been applied

  • Manufacturing · Aplora Sales

    Client under NDA

    The best salesperson's playbook rolled out across a manufacturer's whole sales team

    Conversion to a sale three months after rollout
    +25%
    Client figures: compared with the pre-rollout period in the same funnel
    Conversion to a sale after six months
    +72%
    Client figures: compared with the pre-rollout period in the same funnel
    Case details

    The team's result rested on two people; the rest closed several times less on the same workload. Nobody knew what exactly the leaders did differently: conversations were not reviewed, and the gap was explained away as “experience”.

    Read the case
  • EdTech · Aplora Sales

    We validated the system inside our own operations first

    Conversation review in an admissions funnel: how we validated the system on ourselves

    Conversion from hot leads
    ×3.3
    LearnIT figures, CommaCRM export
    Share of calls that went nowhere
    −40 pp
    LearnIT figures, CommaCRM export
    Case details

    Conversation quality was judged from a few recordings a month. The reasons for a no stayed a hypothesis, commitments were captured from memory, and the CRM was filled in after the fact and only partially.

    Share of second contacts
    +30 pp
    LearnIT figures, CommaCRM export
    Time to send the quote and contract
    a day → 10 minutes
    LearnIT figures, process observation
    Read the case
  • EdTech · Aplora Sales

    We validated the system inside our own operations first

    Lead scoring in the intake funnel: advisors stopped calling everyone in order

    Hot and cold leads sat mixed together. An advisor spent the day on people with neither a reason nor an intent, while leads showing clear readiness went cold in the queue.

    Read the case
  • EdTech · Aplora Sales

    We validated the system inside our own operations first

    The funnel from lead to purchase in one picture: where the money was actually leaking

    Google versus Facebook lead quality by conversion to sale
    ×3 in Google's favour
    An observation from LearnIT's own funnel data over the period reviewed
    Conversion at four or more touches versus one
    ×4–5
    An observation from LearnIT's own funnel data over the period reviewed
    Case details

    Channels were compared on cost per lead rather than on the eventual sale, so a cheap channel looked better than an expensive one even when it brought people who don't buy. Nobody counted the losses between stages: for marketing the funnel ended at the webinar, for sales it began at the call.

    Potential estimate: sales from the hot-lead pool identified
    +14–22 sales
    Aplora's calculation from a comparable segment's conversion: an estimate of the potential from calling 57 hot leads, not a measured result
    Read the case
  • EdTech · Aplora Sales

    We validated the system inside our own operations first

    A sales candidate is assessed from a recorded conversation, not from the impression they leave

    Hiring decisions were made on the impression the interview left. Interviewers assessed candidates differently, a mistake surfaced a month into the job, and the head of sales spent hours on reviews and arguments about who was better.

    Read the case
  • EdTech · Aplora Sales

    Client under NDA

    A school's sales team stopped depending on any one advisor's discipline

    Progression to a second contact
    +22%
    Client figures: before and after within the same sales funnel
    Overall conversion to a deal
    +5 pp
    Client figures: before and after within the same sales funnel
    Case details

    There was no priority, and strong leads were lost in the queue. Conversation quality was checked on a sample, follow-up depended on whether the advisor remembered, and the manager spent hours listening to recordings instead of working the bottlenecks.

    Advisor time spent on admin
    −70%
    Client figures: their own measurement of CRM operations
    Read the case

Frequently asked questions

Can conversations in different languages be analyzed?

Yes, where speech recognition quality is adequate for that language. We verify this on your own material before implementation: we take a set of real recordings and show how the system handles them. If quality is not good enough for a given language, we say so before any work starts.

How is our own methodology taken into account?

We start by collecting your sales book: funnel stages and stage-exit criteria, MQL and SQL definitions, required questions, common objections, commercial terms, next-step rules and communication standards. The scoring criteria are built from that. No generic script is imposed — and if the methodology does not yet exist in explicit form, capturing it comes first and is a separate piece of work.

Can the AI get it wrong?

Yes. That is why every conclusion carries the excerpt it came from, the system reports a confidence level, and cases with insufficient data are flagged separately. Contested reviews route to manual check, criteria are calibrated with the head of sales on a test set of calls, and every methodology change is versioned.

What does the rep see?

The conversation summary, the commitments captured, the next actions, the data going into the CRM, a follow-up draft, and prompts about qualification questions that were left unasked. A working tool, in other words — not just a score of their own performance.

Can we hide individual scores from reps?

Yes, visibility is role-based. In practice that is a common choice early on: until the criteria are calibrated, an individual score creates resistance and works against adoption. The head of sales still sees both the aggregate picture and the individual conversations.

How are call recording rules handled?

Recording rules and participant notification remain on your side and are configured in your own telephony — the system works with the recordings you pass to it. Requirements depend on jurisdiction and conversation type, so the specific procedure is agreed with your legal counsel before go-live.

Where are recordings and transcripts stored?

The hosting model is chosen to fit your requirements: inside your own perimeter, in a region you select, or on our side under an agreed retention policy. Retention period, access rights and deletion procedure are fixed in the contract before work begins, not decided along the way.

Which CRMs are supported?

We work with any CRM that exposes an API or a supported integration, including in-house systems. We verify yours during the assessment: what matters is not only that an API exists, but which fields are writable and how permissions are structured. A logo wall is no substitute for that check — we don't promise an integration before it.

Let's look at this workflow on your own material

Discuss your calls, methodology and team needs. We'll check whether the economics work and name the next step.