After a customer check-in
Check the transcript for the issue the customer raised and review the summary’s next steps. That gives you a record to use when you coordinate with the account team.
GoTo ConnectKeep the details from your GoTo calls.
When your GoTo Connect call plays through the Mac, SalesViking can capture that audio. Keep the customer conversation in your usual calling tool and come back to the details afterwards.
Call audio compatible
Mac call-audio capture is available. It does not connect your GoTo Connect account. The native GoTo Connect integration is coming soon.
Keep the next step from a short customer call.
A buyer rings through GoTo Connect on your Mac. Capture the conversation, then return to its summary.
GoTo ConnectWhat changed in that customer call?
Saved Mac call
Northstar · customer call
- What changed
- The buyer wants the regional team in the next review.
- Agreed next step
- You will send two proposed meeting times.
- Follow-up check
- Confirm the invitees in the transcript.
Source to checkSaved call transcript and summary
Illustrative sources for the fields above. All customer details are fictional.
- Call summary
- The buyer wants the regional team in the next review.Shown in the “What changed” field above.
- Summary next step
- You will send two proposed meeting times.Shown in the “Agreed next step” field above.
Use the saved transcript to check the summary before you follow up. This example uses Mac capture, not imported provider history.
More context, beyond Mac audio.
A native connection is about context from your provider account, beyond the sound played on this Mac. Its planned scope is separate from today’s capture.
Mac capture works today
Capture the conversation played through your Mac. No GoTo Connect account connector is required.
Native connection · Coming soon
The planned native connection would bring GoTo calls and recordings together with meeting history. That account connection is not available yet.
When this helps
When a quick call changes the plan
A short conversation can move a review date or add a new request. Capture the call on your Mac, then check those details before updating the customer or your CRM.
Before your next call.
Use GoTo Connect on your supported Mac and grant SalesViking Microphone and System Audio Recording permissions. Start capture when SalesViking asks; named-app recognition is separate from audio compatibility.
Explore Free call notesKeep the scope in view
The current capture path does not import GoTo Connect call logs or stored recordings. It captures sound on the Mac. iPhone-relayed calls are not reliable enough to promise.
Let participants know when you capture a conversation. Signed-in Free accounts include 100 Ask questions a week.
See the current plansA few things
you might ask.
Does this connect my GoTo Connect account?
No. The available behavior captures audio played through the Mac. A separate GoTo Connect account integration is planned.
What is available today?
Mac call-audio capture is available. It does not connect your GoTo Connect account. The native GoTo Connect integration is coming soon.
How do I get started?
Use GoTo Connect on your supported Mac and grant SalesViking Microphone and System Audio Recording permissions. Start capture when SalesViking asks; named-app recognition is separate from audio compatibility.
What should I know about the scope?
The current capture path does not import GoTo Connect call logs or stored recordings. It captures sound on the Mac. iPhone-relayed calls are not reliable enough to promise.
Related tools
Never sell alone.
Start with call notes on your Mac. Choose the connections that fit your work.
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