Articles in this section
Calculus AI for Sales
Feature Availability
Vtiger Editions: One Growth | One Professional | One Enterprise | One AI
Introduction
Calculus AI for Sales helps sales teams improve decision-making, increase deal conversions, and enhance customer engagement by using artificial intelligence to analyze CRM data and sales interactions. It continuously learns from historical records, customer conversations, and sales activities to provide predictive insights and actionable recommendations throughout the sales cycle.
By automating analysis and highlighting the right opportunities at the right time, Calculus AI enables sales managers and sales representatives to focus on high-value deals, improve communication quality, and drive consistent revenue growth.
Benefits of Using Calculus AI for Sales
Using Calculus AI for Sales offers the following benefits:
- Improves deal prioritization: Identifies high-potential deals and highlights opportunities that are most likely to close.
- Increases deal conversion rates: Recommends the best actions to move deals forward at every pipeline stage.
- Enhances sales conversations: Analyzes calls and emails to help sales reps improve engagement and messaging.
- Saves time and effort: Automates record summaries, follow-ups, and deal analysis.
- Enables accurate forecasting: Uses predictive models to forecast sales outcomes with greater confidence.
- Supports data-driven coaching: Provides insights and scorecards that help managers deliver targeted coaching.
Ask Calculus AI for Sales
Ask Calculus AI allows sales users to interact with the CRM using natural language commands. Instead of navigating through multiple modules or applying complex filters, users can simply type what they want to know or do.
Sales teams can use Ask Calculus AI to:
- Retrieve deal and pipeline information
- Summarize deal records
- Identify deals at risk or likely to close
- Create follow-up tasks and activities
Examples:
- Show deals likely to close this month
- Summarize the deal with ACME Corp
- Create a follow-up task for this deal tomorrow
Deal Conversation Insights
Deal Conversation Insights provide a detailed analysis of all interactions associated with a deal. Calculus AI analyzes emails, phone calls, meetings, campaigns, documents, and web activities linked to the deal.
It includes:
- Sentiments detected from conversations
- Competitors mentioned during interactions
- Deal Score indicating overall deal strength
- Predicted Closed Date based on historical patterns
- Conversation Timeline showing all deal-related touchpoints
These insights help sales teams understand customer intent and deal readiness at every stage.
Deal Score
Calculus AI calculates a Deal Score to evaluate the overall health and likelihood of success of a Deal. The score is derived from the following factors:
- Engagement Score: Measures how actively the customer interacts with your sales team
- Sentiment Score: Evaluates customer sentiment from emails and calls
- Fit Score: Determines how closely the customer matches your ideal customer profile
- Authority Score: Assesses engagement with decision-makers and influencers
Sales teams can use the Deal Score to prioritize deals that have the highest probability of closing.
Engagement Score
Engagement Score reflects the level and consistency of interactions between a customer and your sales team. It is calculated using activities such as emails, phone calls, meetings, and responses logged in the CRM.
A high engagement score indicates strong customer interest, while a declining score may signal reduced interest or deal risk. Sales reps can use this insight to prioritize follow-ups and re-engage customers at the right time.
Sentiment Analysis for Sales
Calculus AI analyzes customer sentiment from email and phone conversations to determine whether interactions are positive, neutral, or negative. Sentiment is visually represented using indicators, making it easy to assess customer mood at a glance.
Negative sentiment may indicate objections, dissatisfaction, or hesitation. By identifying sentiment early, sales reps can address concerns proactively and reduce the risk of deal loss.
Signals
Signals help sales teams understand customer intent by categorizing spoken and written content from emails and phone calls. Calculus AI uses Natural Language Processing (NLP) to detect keywords and phrases related to pricing, competitors, objections, urgency, and buying intent.
Sales managers can configure signals to:
- Identify deal risks early
- Track competitor mentions
- Monitor objections and concerns
- Trigger alerts and recommendations
Signals provide a summarized view of conversations, enabling faster and more informed sales decisions.
To learn more about the Signals, click here.
Deal Health
Deal Health provides an overall assessment of a deal’s status and likelihood of success. It combines multiple AI-driven insights such as Deal Score, Engagement Score, Sentiment, and Signals.
Sales managers can use Deal Health to:
- Identify at-risk deals
- Focus coaching efforts effectively
- Improve pipeline visibility and accuracy
Best Time to Contact
The Best Time to Contact feature recommends the most effective day and time to reach a prospect or customer. Calculus AI analyzes historical touchpoints such as emails, phone calls, and campaigns to identify customer availability patterns.
Visual indicators highlight time slots with the highest probability of receiving a response, helping sales reps improve engagement rates.
To learn more about the Best Time to Contact, click here.
Email Assistant and Content Recommendations
Calculus AI acts as an intelligent email assistant by analyzing incoming emails and recommending suitable responses or templates.
It helps sales teams:
- Respond faster to prospects and customers
- Maintain consistent messaging
- Match the tone and sentiment of customer emails
- Improve clarity and completeness of responses
Real-Time Alerts and Recommendations
Calculus AI proactively notifies sales teams about important changes in deal behavior. Alerts are generated when:
- Engagement levels drop
- Negative sentiment is detected
- A deal shows signs of risk
- It is the best time to contact a prospect
These real-time notifications help sales teams take timely action and stay ahead of potential issues.
Next Best Actions
Calculus AI recommends the next best actions to help sales reps move deals forward. Based on deal activity and conversation analysis, it suggests:
- Follow-up tasks
- Email responses
- Engagement timing
- Coaching improvements
These recommendations ensure sales teams take the right action at the right time.
Dashboards for Sales Performance
Calculus AI provides role-based dashboards to support performance tracking and continuous improvement.
To learn more about Coaching, click here.
Coaches Dashboard
The Coaches Dashboard helps sales managers review interactions and assess team performance using AI-generated metrics.
It displays:
- Calls and emails that require review
- Talk-to-Listen ratio analysis
- Mood and speech rate charts
- Performance trends over time
- Coaching recommendations and topics
Players Dashboard
The Players Dashboard helps sales representatives track and improve their performance.
It shows:
- Interaction summaries
- Reviews and ratings from managers
- Suggested coaching materials
Sales reps can also request managers to review specific calls or emails directly from the dashboard.
Predictive AI for Sales Forecasting
Predictive AI in Calculus AI uses historical sales data and machine learning models to forecast outcomes such as deal closures and pipeline performance.
Sales managers can:
- Predict which deals are likely to close
- Forecast revenue for upcoming periods
- Identify risks early in the sales pipeline
This enables confident planning and proactive decision-making.