How to Summarize a Sales Call
September 2025
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2 min read
When you’re running five sales calls a day, you don’t have time to rewatch them or dig through transcripts to plan your next steps. That can lead to missed insights and slower follow-ups.
That’s why having a quick, clear summary of each call makes all the difference. It highlights exactly what the customer wants, what you agreed to, and what happens next so you can follow up immediately.
Tools like Reduct.Video’s AI summarizer make this even easier. It gives you a topic- or time-based call summary with an option to even create a reusable template of questions to guide all your sales calls.
Here’s how you can do it:
1. Upload your sales call recordings to Reduct
You can upload one or multiple calls into Reduct using any of these options:
- From your computer: Drag and drop recordings into the left-hand side of your project screen, or use the upload button.
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From Zoom: Import calls directly from your Zoom cloud recordings.
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Via URL: Copy and paste a publicly shared link.
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Live meetings: Capture and upload the meeting to Reduct in real time.
Reduct lets you connect your workspace to your calendar, and sends a bot to transcribe all your sales calls in real time. We currently support integration with Google calendars.
For your pre-recorded calls, the transcripts are ready in the time it takes you to update your CRM. It really is that quick!
2. Choose the summary type for your sales call recording
Once you have your transcript, click the ‘Interact’ button on the right-hand side, and choose whether you want your summary by topic (thematic), by time (chronological), or a custom summary.
2.1. By topic
When you choose this option, Reduct’s AI groups related parts of your sales call recording into "topics." It then creates a summary for each, so you can quickly understand the key themes.
For instance, here, the AI identified topics like ‘video deliverables,’ ‘transcription usage,’ ‘product demo.’ and ‘live session support’. Each topic comes with a concise summary and timestamps you can click to jump directly to that section of the call.
2.2. By time
The AI summarizes the call recording in chronological order, breaking it into time-based sections with short descriptions of what was discussed.
This format is perfect if you want to follow the flow of the conversation, track when questions were asked, see how objections or priorities came up, and quickly locate key moments like commitments, pricing discussions, or next-step decisions.
2.3. Custom
While both topic-based and time-based summaries make it easier to review your calls, sometimes you need a more tailored view.
With the custom summary option, you can enter your own set of questions about the sales call to help you focus on the exact insights or action items that impact your follow-ups.
If you want to use the same set of questions for all your sales calls, just check 'Save custom summary to project.' You can always add, remove, or update questions as needed.
The AI then turns those questions into a Q&A-style summary, complete with clickable timestamps.
Sales calls are full of valuable information, but manually reviewing recordings and transcripts takes time. Reduct.Video’s AI summarizer helps you cut straight to the insights and turn them into a clear plan of action.
With AI-generated transcripts, clickable timestamps, and the ability to reuse custom question templates, you can stay on top of your sales pipeline. Reduct helps you spend less time digging through calls and more time building relationships with your customers.
