Much has been written and said about the importance of salespeople entering data into their CRM systems.
And much of that data can come in the form of real-time comments and insights from customer engagement activities as they complete – for example, at the end of a phone call or meeting.
But today, a salesperson would need to put fingers to keyboard to type up their thoughts. This is roughly equivalent to data entry and is often viewed as busy-work by the team.
With the AutoPylot mobile app, salespeople can use an interface they are very familiar with – their smartphone, and a mode they can use anywhere – talking, to capture their thoughts on calls and meetings.
In fact, AutoPylot prompts the salesperson to dictate notes and action items at the conclusion of any phone call.
Or as they walk out of a meeting.
Or after they get off a video call.
The point is, the salesperson can dictate a note about any customer engagement activity immediately and have the text automatically uploaded into their CRM and linked to the appropriate Contact(s), Account and/or Opportunity.
Making it easier for salespeople to attach their notes to a customer engagement has several benefits:
- Making it easier drives adoption. If the salesperson simply needs to talk into their smartphone (versus getting their laptop, logging into the CRM web interface, and then composing/typing – potentially hours after the engagement), they are likely to provide notes more frequently.
- Prompting helps. The AutoPylot app automatically presents the salesperson with a Notes screen at the conclusion of a call – it’s as easy to dictate a note as it is to cancel the data entry prompt.
- Data feeds the CRM beast. CRM is the front-end of so many business processes, forecasting, financials, inventory, manufacturing … more data, and more insight into customer intent, always helps.
- Data feeds the AI beast. More enterprises are adding AI to their CRM systems specifically because the CRM drives so many downstream processes. Again – more data about customer intent provides better outcomes.
If your team complains about the burden of CRM data entry, then give AutoPylot a try.