Back to Insights
5 min read
Josh Sklar

Solutions Engineering at Siro: How We Turn Sales Conversation Data Into Business Infrastructure

Solutions Engineering at Siro is about building connections between your Siro conversation data and the other systems that your teams use. We come in and work directly with you to bring new business workflows to life, powered by sales conversation recordings.

On a call recently, a customer walked me through her morning. Siro had already captured and structured everything her team's customers had said in the previous day's appointments. She was opening it up, pulling out what she needed, moving it into another system, and sending the customer emails herself. The data had everything she needed, and it was available immediately after her sales team had made the recording, but no workflows were set up downstream of it. As a result, she had to do that part by hand.

That’s where Siro's Solutions Engineering team comes in. We focus on creating connections between systems that can turn a sales team’s captured conversations into more valuable data for the rest of your systems.




What Solutions Engineering is responsible for

Today, most organizations buy Siro as a sales coaching tool. Their teams record conversations, managers review and coach based on the data, and sellers get better. That on its own is already immensely valuable to customers. But it’s just a fraction of what a conversation is worth once it exists as data.

Everything a customer said about budget, timing, competitors, who else has to sign off, and what they almost bought is captured, and while sales is the first team to use that information to close a deal, other teams and functions benefit from it as well.

Solutions Engineering, similar to forward-deployed engineering, exists to find those connections and create them for our customers. We scope the work with your team, write the code, and work with your engineers to review and deploy.




Five powerful capabilities Solutions Engineering can help you unlock with Siro’s conversation data today

Every conversation a sales team records with Siro produces more than audio. It produces data: what the customer said, what decisions were made, and what is still open, in a form other systems can read. Instead of the data just sitting in Siro, Solutions Engineering looks for the opportunities where it could be driving decisions and analytics across the systems your business already runs on. Here are some examples of what it can do today.

Re-engagement that starts itself when a deal doesn't close

A homeowner tells your design consultant she wants the kitchen renovation, but not until after her daughter's wedding in April. Siro captures that, and instead of that information sitting in a recording until somebody goes looking for it, we can route follow-up data straight into your call center system.

Whoever is dialing in April sees her name and the reason she is on the list. The same data can trigger a campaign in your marketing platform written around the renovation she described, instead of the generic drip everyone gets.

Customer conversation data feeding your warehouse and BI tools

Structured conversation data can sync into Snowflake, Redshift, or BigQuery and sit alongside every other source your business runs on. From there it feeds the dashboards you already use, so what customers said shows up next to revenue and pipeline rather than in a separate report someone has to go find.

CRM and marketing records start reflecting what was said out loud, not what someone typed into a form at the end of a long day. And once the data is in your warehouse, your analysts can join it against your own models and build the view they need without coming back to Siro for a custom report.

Designs and quotes the customer sees before you leave

Conversation data can feed a design or CAD tool while the appointment is still going, so your consultant can pull up a rendering of the layout the customer described minutes earlier. It’s a magical feeling for the customer in the moment.

The same extraction can populate your pricing tool for a quote on the spot, and can generate a customer-specific options menu instead of somebody assembling one by hand that evening. The customer watches their own words come back as something they can look at and react to, while you’re still in the room to answer questions about it.

Handoffs that arrive complete when a deal does close

Product selections and stated preferences get captured while the conversation is happening. Instead of someone retyping them off a photo of a handwritten form, whoever picks the customer up next opens the file already knowing what was promised, what got ruled out, and what the customer is nervous about.

Training and marketing built from real conversations

Your L&D team can pull recordings and extracted moments into onboarding, so a new hire's first week runs on conversations that happened in your market, with your products, against your competitors, rather than on a generic curriculum.

Marketing gets a direct feed of what customers ask about, object to, and compare you against. Ask Siro already makes that searchable in plain English. Solutions Engineering pushes it into the tools your marketing team works in every day, so it shows up where campaigns actually get built.




Why Siro’s data travels further than traditional CRM data

A tool built on top of your CRM can only work with what the CRM holds, and CRM data arrives as a flattened record. Somebody sat down after the appointment and compressed an hour of conversation into a stage, a dollar figure, and a note. That record describes what happened, but it doesn’t contain details or insights from the customer’s actual voice.

Siro’s data is captured live, while the conversation is still going. It’s not flattened, and actually captures what the customer said and how they said it, the objection they raised twice, the competitor they mentioned once, the decision-maker who was not in the room.

That is why Siro’s conversation data can travel so much further. A flattened record has one natural destination, which is the CRM it was created for. A recorded conversation can drive a call center list, a CAD rendering, an onboarding module, and a warehouse table, alongside the integrations we already support.




How to get started with us

None of this looks identical in two industries. If your team is already recording, the raw material for all five of these exists right now. Most of the work is deciding which one is worth the most to you and wiring the first one up, and my team is here to chat. Book a demo and tell us what you would want to automate first.

Related Articles