What Is A Topic?
A topic is a word or associated terms related to the word (for example, Deal Risk). Rafiki automatically detects these words or terms when they appear in calls and flags them so team members can easily spot them. Rafiki provides extensive, in-depth analytics based on the Topics discovered on your calls.
IMPORTANT NOTE: Every organization is automatically setup with a set of AI-based System Topics and Subtopics
Default System Topics And Subtopics
Questions
By Rep
By Prospect
Next Steps
FollowUp
Competitors
Differentiation
Key Competitors
Deal Risks
Budget Risks
Confusion
Decision Risks
Rejection
Problems/Concerns
Roadblocks
Timeline
Urgency Risk
Value Risk
BANT
Budget
Authority
Decision Criteria
Goals
Objections
Feedback
Pain
Pricing & Discounts
Discounts
Ballpark
Multi-year Deal
One-year Deal
Pricing
Call Review
Engaging Questions
Discovery Questions
Trial
POC/Proof of Concept
Success Criteria
Onboarding
Late Stage Triggers
Approval
Commitment
Priorities
Finance
Kick-off
Legal
Manager
Negotiation
Procurement
Proposal
Trigger
Security
Timeline
Renewal & Upsell
Additional Licenses
Product Updates
Renewal
Agenda & Scheduling
Agenda
Scheduling
Sandler Methodology
Sandler Level 1 Pain
Sandler Level 2 Pain
Sandler Level 3 Pain
Sandler Upfront Contract
Introduction
Intro/Small talk
Special
Coronavirus
When processing each meeting Rafiki automatically does a smart semantic match for these Topics and Subtopics for keywords with each Topic/Subtopic (keywords not mentioned here) and tags them in all conversations.
What Is A Tracker?
Trackers enable the extension of System Topics to track organization-specific keywords as well. For detailed instructions on setting up trackers, refer to How to set up or edit trackers in Rafiki.
A common use of trackers is to add a business competitor's name to be tracked on calls.
Navigate to Settings > Trackers > Add Tracker
Enter a Tracker Name. Select the Existing Topic > Competitors
Enter the list of keywords to be tracked in calls and Click '+Add' for each keyword
Save the tracker
All future calls will automatically track this keyword.
Trackers can similarly be set up to track any product names, feature releases, etc that need to be analyzed on calls.
Analyzing Topic Trends With Rafiki's Universal Smart Search
Rafiki's innovative, one-of-a-kind topic search helps analyze Topics and Tracker Trends across meetings at the click of a button.
Search parameters can be saved along with recurring alerts so you can be notified of new hits for concerned Topics/Trackers via email.
See a breakdown of your rep's conversation topics, how they are talking, how they compare to other meetings, the topic sequences being discussed, and how you can coach them to bridge the gaps.
Spot deal risks with Rafiki's intelligent topics/trackers