If you’re spending hours listening to old sales calls hoping to find gold nuggets of customer feedback, you’re doing it the hard way. This guide is for anyone who wants the actual voice of the customer—without burning an entire afternoon. We’ll walk through how to use Tldv, an AI-powered call recording and note-taking tool, to pull out the good stuff from your sales calls, fast. No fluff, no magic wands—just practical steps, what’s worth your time, and what isn’t.
Why Bother Extracting Customer Insights from Sales Calls?
Let’s get real: your customers are telling you exactly what they want and what’s broken—if you’re listening. Sales calls are full of:
- Feature requests and complaints
- Real objections (not the ones you make up in your head)
- The language customers actually use
- Clues about competitors or market trends
But if you’re relying on memory or skimming call notes, you’re missing things. The problem is, nobody has time to rewatch every call. That’s where tools like Tldv come in.
Step 1: Set Up Tldv on Your Call Platform
Tldv works with Zoom, Google Meet, and Microsoft Teams. The setup takes a few minutes, and honestly, if you can’t figure it out, you probably shouldn’t be reading this guide.
Quick setup: 1. Go to Tldv and sign up. 2. Connect Tldv to your calendar and/or call platform of choice. 3. Set your default recording and note-taking preferences.
Pro tip:
If you’re in a company with call recording rules, make sure you’re covered for consent. Tldv can automate disclaimers, but double-check your local laws.
Step 2: Record Sales Calls (and Don’t Overthink It)
Once Tldv’s set up, it’ll join and record your calls automatically (or on-demand—up to you).
What to do: - Let Tldv run on all sales calls, not just “important” ones. You never know when someone will drop a killer insight. - Don’t worry about making the “perfect recording.” As long as the audio is clear, you’re good.
What not to do: - Don’t try to take your own notes and pay attention to the conversation. That’s what Tldv is for. - Don’t obsess over recording every single internal meeting. Focus on actual customer calls.
Step 3: Use Tldv’s AI Summaries—But Don’t Blindly Trust Them
After your call, Tldv will spit out a transcript, a summary, and sometimes even tags and highlights. This is where things get interesting (and where you need to stay sharp).
What’s good: - The AI will pull out action items, questions, and big themes. - It’s fast—usually ready within minutes. - You can search across all your calls for keywords (“pricing,” “integration,” whatever).
What’s not-so-great: - AI summaries are just that—summaries. They miss nuance, sarcasm, and sometimes get things wrong. - Don’t treat the summary as gospel. Always double-check before sharing insights with your team or the execs.
Sanity check: - Skim the transcript for anything that sounds important but might be taken out of context. - If something seems off, listen to that section of the recording. Don’t waste time on the whole thing.
Step 4: Tag and Highlight Key Moments (Manual is Still Best)
Tldv lets you tag or highlight parts of a call—either during the meeting or afterward. This is worth doing, even if it feels old-school.
How to use tags and highlights: - Tag recurring themes (e.g., “pricing objection,” “integration pain,” “competitor mention”). - Highlight killer quotes. If your customer says, “We’d pay double if you added X,” you want to remember that. - Don’t try to tag everything. Focus on what will actually help you or your team make decisions.
What to ignore: - Don’t get bogged down tagging every minor comment. You’re not building a library—you’re looking for patterns.
Step 5: Build an Insights Library (But Keep It Simple)
Over time, you’ll build up a library of tagged calls and highlights. Here’s how to make that useful (and not just digital clutter):
Basic approach: - Set up a few go-to tags (3-5 max) that match your company’s priorities. - Once a week or month, search for those tags and pull together a list of recurring customer issues, requests, or objections. - Share short, specific clips or quotes with your product or marketing team. Don’t just dump transcripts on them.
What works: - Using real customer language in sales decks, onboarding, or marketing copy. - Spotting trends: “Half our lost deals mention onboarding confusion.”
What doesn’t: - Over-complicating your tagging system. If it takes more time to organize than to listen, you’re doing it wrong. - Expecting AI to give you company strategy. It’s a tool, not a shortcut to vision.
Step 6: Search and Share Insights (Skip the Meetings)
One of the best things about Tldv is being able to search transcripts for keywords and phrases—across all your calls.
How to do it: - Run searches for themes you care about (“integration,” “support complaints,” “pricing”). - Pull out 30-second audio or video clips for your team—way more convincing than “according to my notes…” - Use Tldv’s share features to send links directly, or download clips for Slack, email, or your CRM.
Pro tip:
Skip the “let’s have a meeting to discuss what we learned from sales calls” routine. Share the clips and transcripts, and let people review on their own time. Focus meetings on decisions, not recaps.
What to Watch Out For
A few honest warnings:
- AI is helpful, not perfect. You still need to use your judgment.
- Don’t record without consent. Seriously, it’s not worth the legal headache.
- Avoid analysis paralysis. You’ll never tag every insight. Look for patterns, not perfection.
- Privacy matters. Be careful what you share externally, especially if calls mention sensitive customer info.
Wrapping Up: Keep It Simple, Iterate as You Go
Getting real value from your sales calls isn’t about fancy dashboards or more meetings. It’s about listening for real customer pain points, tagging what matters, and sharing it in a way people actually use. Tldv makes it faster, but you still have to think for yourself.
Start small—set up your recordings, tag a few calls, and see what you learn. Don’t try to build a full “insights machine” on day one. Iterate, adjust your tags, and keep it practical. The goal isn’t more data; it’s more clarity.
Now, go find something your customers are actually telling you—and do something about it.