Role-Based Programme
RB0993

Fireflies.ai for Sales & Business Development

Turn Sales Conversations into Deal Intelligence & Action

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Duration
16 Hours
Level
Intermediate
Delivery
Instructor-Led
Format
Capability Training

Programme Objectives

  • Develop functional proficiency in using Fireflies.ai to capture, analyse, and organise prospect, customer, discovery, and sales conversations.
  • Extract customer needs, qualification information, objections, buying signals, competitors, commitments, and next steps from sales meetings.
  • Use AskFred, Topic Trackers, conversation intelligence, and cross-meeting analysis to improve account and opportunity visibility.
  • Build repeatable meeting-to-CRM workflows that improve documentation, follow-up speed, pipeline visibility, and sales execution.
  • Apply appropriate validation, confidentiality, consent, and human-review practices when using AI-generated sales intelligence.

Tools covered

Fireflies.aiAI NotetakerAI Meeting SummariesAction ItemsAskFredGlobal AskFredSmart SearchTopic TrackersConversation IntelligenceAI SkillsDeal IntelligenceCRM Integrations

Who should attend

  • Sales Managers
  • Business Development Managers
  • Account Managers
  • Key Account Managers
  • Enterprise Sales Professionals
  • Inside Sales Professionals
  • Business Development Executives
  • Relationship Managers
  • Sales Development Representatives
  • Account Executives
  • Pre-Sales Professionals
  • Sales Operations Professionals
  • Revenue Operations Professionals
  • Regional & Territory Sales Leaders
  • Sales Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of sales and business-development activities
  • Familiarity with prospecting, discovery calls, customer meetings, opportunity management, or account reviews
  • Basic computer and internet proficiency
  • Familiarity with CRM systems is helpful
  • No programming or technical AI knowledge required
  • No previous Fireflies.ai experience required

TOC Modules

Concepts
  • Understanding Fireflies.ai as an AI meeting intelligence platform
  • Understanding the Capture → Transcribe → Summarise → Analyse → Act workflow
  • Identifying suitable meetings such as discovery calls, demos, account reviews, and negotiation discussions
  • Understanding transcripts, summaries, action items, and conversation intelligence
Practical activities
  • Exploring a sample sales conversation in Fireflies
  • Reviewing the generated transcript, summary, and action items
  • Identifying commercially relevant information from the conversation

Scenarios

Discovery Call to Qualified Opportunity

Prospect Meeting → Fireflies Capture → Customer Needs → Qualification Signals → Objections → Action Items → CRM Update → Personalized Follow-Up

Participants transform a discovery conversation into structured opportunity intelligence, improving sales documentation, qualification quality, CRM accuracy, and follow-up efficiency.

Multi-Call Deal & Pipeline Review

Customer Meetings → Global AskFred / Deal Intelligence → Requirements & Objections → Open Actions → Opportunity Status → Sales Review

Participants analyse multiple prospect and customer conversations to understand opportunity progression, identify unresolved issues, track commitments, and prepare a concise deal or pipeline review for sales planning.

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