- Step1: Sign up or log in to WINN.AI.
- Step2: Integrate your CRM with WINN.AI.
- Step3: Set up playbook templates and custom objects.
- Step4: Start your sales meetings and let WINN.AI capture notes and customer data in real-time.
- Step5: Review captured data and update your CRM effortlessly.
- Step6: Use analytics and insights to improve sales strategies.