Excerpt from AI Keynote, “Amplifying Your MSP Growth with AI,” presented at ChannelNext West.

In my most recent AI keynote at ChannelNext I shared with the audience some of the top AI tools I have found for sales and sales leadership. One of those AI tools for sales that I could not do without it Fathom.

Fathom is an AI-powered tool designed to enhance productivity by automating meeting notes and summaries. While platforms like Zoom have their own transcription tools, Fathom sets itself apart with deeper functionality and versatility. It integrates seamlessly with Zoom, Microsoft Teams, and Google Meet, recording your meetings and generating complete transcripts in real-time.

AI Keynote excerpt on Fathom AI for Sales Effectiveness

Beyond basic transcription, Fathom goes a step further—it analyzes the content and extracts key insights tailored to your needs. Whether it’s a sales call, candidate interview, partner discussion, or planning session, you can configure it to align with your processes. Fathom automatically summarizes conversations and highlights action items or decisions based on the meeting type.

Its AI-powered tagging system enables sales teams to track key moments—such as objections, follow-ups, or commitments—without needing to manually review recordings. This level of customization ensures that important details never slip through the cracks. The platform also makes it easy to share meeting highlights or integrate insights directly into AI CRM systems, allowing teams to act quickly and stay aligned.

With tools like Fathom, teams can focus on meaningful engagement during meetings instead of juggling note-taking and documentation. It saves time and ensures no critical detail is lost, helping salespeople and managers stay efficient and productive.