BENEFITS OF VOICE-TO-CRM
Having more selling time and less CRM entry allows sales professionals to focus on building strong customer relationships, actively pursuing leads, and closing business. More time can be dedicated to understanding customer needs, providing personalized solutions, and delivering exceptional service.
By reducing time spent on administrative tasks such as CRM data entry, sales reps will be more responsive to inquiries, seize new opportunities, and effectively grow their sales pipeline. More selling time translates to increased revenue generation.
By successfully implementing Voice to CRM across teams, sales managers can streamline data management, fostering collaboration and ensuring a centralized repository of customer information. This empowers sales reps to access critical insights, tailor engagements, and strengthen customer relationships, leading to improved sales performance and better customer satisfaction.
Moreover, CRM adoption facilitates accurate sales forecasting and data-driven decision-making, empowering managers to identify trends and optimize sales strategies.
With the implementation of Hey DAN’s CRM automation tool, sales professionals will have more time to focus on what truly matters – closing business faster. Freed from the tedious data entry tasks, more time can be dedicated to engaging with clients, and understanding their needs. This will build stronger relationships, and be able to seize perfect moments to make a sale.
GETTING STARTED
That’s it! You’ve just entered your meeting activities into your CRM. No prompts, no scrolling through long lists, no correcting voice-to-text errors. Just speak.
CUSTOMER USE CASE #1
A company valued at $1.5 billion was only capturing 500 activities a week from a sales team of 100 road warriors. After implementing Hey DAN’s Voice to CRM Solution, they were capturing over 1,500 notes a week and had eliminated any excuse for entry. By trusting the process the company has enabled their sales team to maximize the benefits of what CRM software can provide ultimately giving them more meaningful data coming from their sales team.
CUSTOMER USE CASE #2
A sales manager from Top 5 Largest Global Consultants was able to save around 6-8 hours per week from entering meeting notes. Every sales leader understands the value of data entered into the CRM and the higher the quality, the better insights you can derive from it. By using Hey DAN’s Voice-to-CRM solution, the quality of the meeting notes captured increased by 200-1,000%. Now it is easier to use their CRM to follow-up activities and they have minimized missed opportunities.
The user should only have to speak. That’s it. There should be no need to clean the content, to modify and confirm the parsing of the data and there should be no additional buttons or clicks required to commit the information to the CRM.
The challenge is a 100% technology solution only gets us about 80% of the way there. The last 20% of the work is left to the user, which is too cumbersome and annoying. Voice to CRM is best leveraged when all work required to ensure accuracy is completed behind the scenes so the sale rep can focus on what they do best – selling. This is why Hey DAN combines AI technology with human intelligence to ensure that the fields within your CRM are accurately populated without the need for a user to intervene. Hey DAN marries the best of both worlds by leveraging the latest voice to text technology, machine learning algorithms along with CRM integration tools but with the support of humans to ensure accuracy along the way. As a result, Hey DAN is the most accurate voice to CRM tool that has proven to improve sales performance.
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