Smarter Meetings. Sharper Sales.

AI-generated notes, summaries, and deal insights — built directly into Salesforce.

Built for sales leaders who want to eliminate admin work and accelerate pipeline.

70% of Sales Time = Not Selling

And it’s only getting worse.

“In 2024, sales professionals spend only 30% of their time actually selling.”
— Salesforce State of Sales, 6th Edition

  • Manual note-taking during calls

  • Recreating deal context from scratch

  • Handover chaos between team members

  • Writing summaries and follow-ups after meetings

  • Searching old emails or chat threads

  • Syncing notes manually into Salesforce

Smart Meeting Minutes = Time back in pipeline.

The SMART Framework

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    Save Time

    Cut admin work with instant summaries and transcripts.

  • Blue circular icon with a white letter 'M' in the center.

    Meeting Context

    Get a full picture across meetings with Agentforce.

  • Blue circle with a white capital letter A in the center

    AI-Powered Workflows

    Zoom AI + Agentforce + Salesforce, working together.

  • Blue circular icon with a white capital letter R in the center.

    Reporting Made Easy

    Structured summaries that improve coaching and visibility.

  • Blue circular icon with a white capital letter T in the center.

    Templates & Sharing

    Polished client-ready notes in one click.

What Changes With Smart Meeting Minutes

Before

• Chaotic notes
• Lost follow-ups
• Manual summaries

After

• Structured Salesforce records
• Auto-generated meeting summary
• AI-driven insights & standardization

Smart Meeting Minutes transforms every sales call into structured, client-ready content — without ever leaving Salesforce.

What Smart Meeting Minutes Delivers — Automatically

SMM saves reps hours every week by automating what usually takes the most time — notes, summaries, templates, and follow-ups. All inside Salesforce.

  • AI-written summaries & transcripts

  • Fully native Salesforce experience

  • Client-ready follow-up in one click

  • Agentforce deep-dive summaries

  • Perfect for coaching & forecasting

  • Audit-ready documentation & compliance

Time Gained, Not Just Saved.

Already TRUSTED by 1500+ Sales Users at a Fortune 500 Semiconductor Leader

Adoption Insight from a Global Sales Team

With Smart Meeting Minutes, sales data isn’t just stored — it’s structured, searchable, and shareable. It becomes a living part of the sales process. Reps stay focused on the conversation and the deal — not on taking notes or writing recaps.

Get the Full Breakdown of how Smart Meeting Minutes Integrates with Salesforce and Agentforce - with Use Cases, ROI, and Enterprise Results.

An infographic titled "What Smart Meeting Minutes Delivers - Automatically" with a background of a light blue sky and white clouds. It features a list of benefits on two columns, including AI-written summaries, Salesforce experience, one-click follow-up, deep-dive summaries, coaching, and compliance. There is a small illustration of a camping scene with trees and a tent at the bottom left. On the right is a wooden signpost with words "Clarity," "Speed," "Focus," "Consistency," and "Insight." The logo of Smart Meeting Minutes is in the top right corner.

What’s Under the Hood.

Native Salesforce App

No external systems needed

Works inside Sales & Service Cloud

Fast Deployment

Up & running in under 2 weeks

Minimal admin involvement required

Flexible Configuration

Template & summary customization

Compatible with any Salesforce org

Secure Architecture

GDPR-ready, ISO 27001 aligned

OAuth2 & role-based permissions

Start a 30-Day Free Pilot

No commitment. Instant value.

  • Free 30-day trial in Prod (or Sandbox)

  • Fully self-service install via AppExchange

  • Onboarding call included (30 mins)

  • Enterprise-ready with Support

  • Need something custom? As a Salesforce Summit Partner, we build it.

Who’s Behind
Smart Meeting Minutes?

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Salesforce Summit consulting partner logo with a blue cloud and the words 'salesforce summit consulting partner'.
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Built by Attention CRM Consulting

Salesforce Summit Partner. 350+ projects. Trusted across industries.

  • Salesforce Summit Consulting Partner since 2022 (partner since 2011)

  • 350+ projects | 250+ clients | 92 certified experts | 348 certifications

  • Specialists in: Sales, Service, Marketing, CG Cloud, Field Service, Account Engagement

  • Trusted by Lenovo, Micron, GE, Clearwater, Grain & Protein Technologies

  • HQ in Hungary, delivering across 3 continents, 100% Salesforce-native delivery team

  • Expertise across all industries – from telco to manufacturing to fintech

  • Smart Meeting Minutes is our flagship AppExchange product