New feature

Success Intelligence

Turning sales objections
into revenue insights

About the Project

Success Intelligence helps outbound contact centers turn conversation data into actionable revenue insights. It identifies customer objections, tracks how agents handle them, and highlights opportunities to improve conversion and sales performance.

Visual Design

Product Envisioning

MVP Design

UX/UI Design

Accessibility

Data Visualization

Client

MaxContact is a UK-based company providing software for contact centers aimed at helping businesses to boost contact rates & build stronger customer relationships.

Goals

After the successful release of Spokn AI, MaxContact turned to sales performance aiming to further boost revenue of its customers within their outbound contact centre service.

Problem Statement

Idea

Initial Hypothesis

Completely remove manual quality assurance and replace it with  automatic QA based on scorecards (a series of questions/checkpoints that QAs go through to ensure the interaction and agent performance).

Idea

Outcome

While AutoQA by Scorecards would certainly further decrease operational cost, higher conversion rates in sales, booking, follow-up etc. could drive revenue much further.

Idea

The Opportunity

Outbound Contact Centre Leaders (such as Sales Director, Dialer Manager), responsible for strategy, seek deeper insights into “revenue intelligence” - the notion we further explored in terms of user needs and data required for it.

Design Process

After a short design sprint, we used co-design to quickly explore ideas, align priorities, and define the most valuable direction for the next release.

Crazy 8 helped us generate low-fidelity solution ideas around sales conversation analytics.
Ideas were mapped on a prioritization map by value and feasibility with stakeholders.

1. Explore ideas
2. Evaluate priorities
3. Select focus

From Objection Detection to AI Insights

Once objections handling analytics became the selected priority, we focused on building the foundation for detecting, structuring, and turning objection data into actionable insights.

1
LLM Model training

LLM Model training

Data analysts proceeded with training the existing AI-model on a huge dataset of transcripts to define what an objection is.All found objections were reviewed with customer representatives and split into 4 categories based on:

Need
Time
Price
Trust
2
Data Presentation

Data Presentation

The design team started work on data representation of objections and sales managers performance.

Objection Trends
Manager Performance
3
AI Insights

AI Insights

Once the basis for objections analytics has been covered, we've moved on to generating insights using AI. Same as with Spokn AI our goal all along was to reduce manual scanning and empower sales managers with a smart tool.

Automation
Category Breakdown
Trends
Improvements
1

LLM Model training

Data analysts proceeded with training the existing AI-model on a huge dataset of transcripts to define what an objection is. All found objections were reviewed with customer representatives and split into 4 categories based on:

Need
Time
Price
Trust
2

Data Presentation

The design team started work on data representation of objections and sales managers performance.

Objection Trends
Manager Performance
3

AI Insights

Once the basis for objections analytics has been covered, we've moved on to generating insights using AI. Same as with Spokn AI our goal all along was to reduce manual scanning and empower sales managers with a smart tool.

Automation
Category Breakdown
Trends
Improvements

Solution Area

We've split objections analytics into 2 key focus areas to cater to different data needs:

Objections analytics

(what objections happen in sales process)

Sales Performance

(how sales managers handle them)

Objections TimeLine

All found objections were displayed on a timeline to give a quick pick into the dynamics and objections. Compare objection trends by category or by specific reason.

Objections Stats

Gives a detailed overview of each objection, its occurrence and outcome as well as conversion rate, level of calls with this objection turned into a sale.

objections stats

Sales Performance

The same objections metrics were used to display sales managers work, i.e. how well employees handle specific objections and how it affects conversion.

Drill-down Details / Sales Manager View

Each objection or employee record could be further reviewed in a detailed view as well as allowed access to conversation playback in Spokn AI

drill-down details
drill-down

AI Insights

A quick digest of recent findings and trends delivered to sales managers every morning split into 3 categories.

insights

Dark Theme Design

Optimized for low-light environments while keeping data tables, filters, and actions easy to scan.

dark theme

Results & Learnings

AutoQA delivered a measurable impact on launch and established 
the groundwork for what’s next.

Key achievements

200+

Agent licenses

secured upon release

AutoQA →

Conversation Analytics

foundation for a future analytics product

Learning points

  • Back in 2022–2023, when we started working 
with this client, the capabilities of the new 
speech analytics technologies were overrated 
by marketing.
  • Projects in emerging fields require strong 
cooperation between design, development 
and product parts, to integrate needs 
and capabilities in one piece of software.

Project Team

A cross-functional collaboration between design, engineering, and the MaxContact product team.

Idea

The Norm

UX Design Team

Research · UX/UI · Product Design

Idea

Coherent Solutions

Cross-functional team

Design · Development · Delivery

Idea

MaxContact

Product team

Product expertise · Stakeholders · Feedback

Let's get in touch

Schedule a meeting with us or drop us a line here

My name is
I am
from
I'm interested in *
I want to add that
Reach me out via

Please,

to the Privacy Policy and that you are awesome :)

so that we can contact you and provide you with relevant information.

Thank you!

Your submission has been received. We will get in touch with you soon.

Something went wrong while submitting the form. Let's try again.