🤖 Sales Call Assistant (Saga) - Demo Guide

How to Use Saga for Sales Call Debriefs

🎯 What Is Saga?

Saga is your AI assistant that turns messy sales call notes into organized Pipedrive deals automatically.

You talk → Saga listens → Deal gets created ✨

💬 How to Start a Chat with Saga in Roam

Step-by-Step Guide:

1Open Roam
Launch the Roam application on your device

2Navigate to Direct Messages
Look for the DMs section in your Roam interface

3Find Saga
Search for "Saga" in your contacts or DM list
Note: Saga appears as a bot/assistant contact in your Roam DMs

4Start Your First Chat

Example first message:

"Hey Saga, just finished a sales call and need to create a deal. Ready to walk through it with you."

Or simply jump right into your debrief:

"Saga, just got off a call with ABC Manufacturing. Talked to Sarah Johnson, she's the HR Director..."

Pro Tip: Voice Messages Work Best
Hold the microphone button and speak naturally about your call. Saga understands conversational language better than formal notes.

🔄 The Saga Workflow (3 Simple Steps)

Step 1: Have Your Sales Call

Make your pitch
Ask discovery questions
Take notes (or don't - Saga works either way)

Step 2: Send Debrief to Saga

Choose your method:

🎤 Voice Message (Recommended)

Open Roam → Find Saga in DMs
Hold mic button
Talk for 30-60 seconds about what happened
Send

💬 Text Message

Type or paste your call notes
Send to Saga in Roam

Step 3: Saga Does Everything Else

Creates Pipedrive deal
Adds products/services
Creates follow-up tasks
Sends you recap email
Done! ✅

📝 Demo Script Examples

Example 1: New Prospect Call

"Hey Saga, just got off a call with ABC Manufacturing. Talked to Sarah Johnson, she's the HR Director. They have about 75 employees, currently with Blue Cross but costs are killing them. They need health, dental, and she mentioned vision. Looking at a July 1st effective date. Their biggest pain point is the 15% increase they just got hit with. I told her I'd send a census template and we'd get them some quotes. Follow up scheduled for next Thursday."

Example 2: RFP Opportunity

"Saga, big RFP opportunity - TechCorp downtown. 150 employees, talking to Jennifer in HR. They want health, dental, vision, plus voluntary benefits. Current broker isn't responsive and employees are complaining. RFP due March 15th, effective date April 1st. They need census, rates, and SBCs. Competition includes Marsh and their current broker. This feels like a solid 7 out of 10."

Example 3: Renewal Defense

"Saga, renewal defense call with Midwest Logistics. Current client, 45 employees. Tom the CFO called - they got a quote from another broker that's 12% less. I explained our value adds and scheduled an in-person meeting for Wednesday to present retention options. Need to get creative on this one."

🎯 What to Include in Your Debrief

Must-Have Information

Company name
Contact name & title
Employee count
What they need (health, dental, etc.)
Timeline (effective date, decision timeline)
Next steps

Bonus Points

Current carrier & broker
Budget/current costs
Pain points
Decision makers
Competition
Your gut feeling (1-10 scale)

⚡ What Saga Does Automatically

Feature	What Saga Does
✅ Creates Pipedrive Deal	Company name as organization, contact information, deal value estimate, stage based on conversation, proper tags and categories
✅ Adds Products/Services	Health insurance, dental insurance, vision insurance, life & disability, voluntary benefits - Based on what they mentioned needing
✅ Creates Follow-up Tasks	Send census template, schedule presentation, follow-up call reminders, RFP deadline alerts - Custom tasks based on next steps
✅ Sends Recap Email	Professional summary, action items, timeline reminders - For your approval before sending

🏆 Demo Tips for Success

Do's ✅

Speak naturally - no need for formal structure
Include the emotion - "they seemed excited" or "budget is tight"
Mention competition - who else they're talking to
Share your gut feeling - helps with prioritization

Don'ts ❌

Don't skip the debrief - even "quick" calls deserve a note
Don't worry about perfect notes - Saga fills in gaps
Don't overthink it - just tell Saga what happened

💡 Advanced Features

Smart Follow-ups

Saga tracks renewal dates
Sends timeline reminders
Flags stalled deals

Team Collaboration

Manager visibility into pipeline
Shared notes and updates
Performance tracking

Integration Magic

Syncs with Pipedrive
Updates contact records
Tracks communication history

🎬 Demo Finale

"Instead of spending 10 minutes entering deal data..."

"Just spend 30 seconds telling Saga what happened."

"That's it. Everything else is automated."

Questions? Let them try it with their own sales call example