Traq.ai

What Is Traq.ai?

Traq.ai is an AI-powered sales enablement platform founded by Adam Rubenstein, Pete Rice, and Chris Rice, officially launched on February 21, 2022. Adam Rubenstein, a seasoned sales leader and entrepreneur, serves as CEO. Pete Rice, the Chief Technology Officer, leads development of the platform’s AI engine, while Chris Rice, the Chief Experience Officer, applies his background in marketing and behavioral knowledge to keep the platform intuitive.

The founders set out to close a gap in understanding what actually happens during sales calls, giving teams clarity on their conversations.

Key Features

• Calendar and CRM integration: Connects with Microsoft or Gmail calendars and syncs call data into systems like HubSpot and Salesforce.
• Instant transcriptions: Automatic meeting transcripts with video, easy to share with your team.
• AI meeting analysis: Automated summaries, detailed minutes, and deal-risk analysis.
• AI-generated follow-ups: Drafts follow-up communications to speed up and professionalize outreach.
• Mobile app: Records in-person client meetings on iOS and Android.
• Sales coaching: Self-guided coaching with AI-driven analysis and a library of tips, built from your recorded conversations.
• Custom AI packages: Tailor the AI analysis to your business needs.
• Onboarding and support: Live onboarding tutorials and support via Slack.

Notable Practical Points

• Traq.ai doesn’t require you to change your existing sales process, though its insights may prompt useful adjustments.
• It’s positioned as cost-effective, with no long-term contracts.
• Clients credit it with helping close millions in sales.

Who Benefits Most

• Sales professionals looking to improve performance
• Marketing professionals seeking better campaign insights
• Business managers streamlining operations
• Entrepreneurs growing their ventures

Getting Started

1. Link your Microsoft or Gmail calendar so Traq.ai can automatically record calls and sync with your CRM.
2. Review instant transcripts and AI-generated summaries, minutes, and deal-risk analysis.
3. Use AI-generated follow-up messages after meetings.
4. Record in-person meetings with the mobile app.
5. Build a coaching library from recorded conversations and use personalized AI coaching suggestions.
6. Take advantage of live onboarding tutorials and Slack support to learn the platform.