Where sales recordings come from
Sales teams record in several places: the dialer or phone system built into a CRM, which usually lets you download calls as MP3 or WAV; video demos on Zoom, Google Meet or Teams, saved as MP4 or M4A; and sometimes a rep's phone for an in-person meeting. Upload whichever file you have. Video is fine; the audio is extracted on our side.
Recording and consent rules differ by country and, in the US, by state. Make sure every recorded party agreed where that is required, and tell prospects at the start of the call.
What to check in a sales transcript
Sales calls are dense with details that cost money when they are wrong in the notes. Click a line to hear it, then check:
- Prices, discounts, seat counts and contract lengths, which are easy to mishear as similar numbers.
- Dates for decisions, trials, renewals and next meetings.
- Company, product and competitor names, plus the names and titles of everyone on the call.
- Exactly what was promised: features, timelines and terms. These lines are worth hearing in full.
Reviews and coaching
Speaker identification, available on paid plans or with a Minute Pack, separates rep and prospect. Rename the labels to "Rep" and the prospect's name once and the whole call updates. With labels on, a manager can read how much the rep talked versus listened, how they handled an objection, and whether next steps were agreed, then click straight to that moment in the audio.
Many teams collect the exact words customers use to describe their problem. Copy those lines into a shared document; they make better sales and marketing copy than anything written from memory.
Exports for the CRM and the team
Pick the export by where the notes go next:
- Copy or TXT: paste a call record into the opportunity or contact in your CRM. There is no direct CRM integration.
- CSV: one row per segment with its start time, for comparing many calls side by side in a spreadsheet.
- DOCX or PDF: a call write-up for a deal review or handover to customer success.
- AI prompt: copies the transcript with a prompt for ChatGPT, Claude or Gemini to draft a follow-up email or a list of objections. RocketScribe does not write summaries itself.
Volume and privacy
Upload several calls at once and keep them in a folder per account or rep. Calls in other languages are transcribed in the spoken language. Prospect calls contain business information, so check your company's policy on external tools; files are never used to train AI models and can be deleted at any time. For general advice on call audio, see the phone call transcription page.