If you use HubSpot CRM, our outside sales AI assistant can be an excellent solution for both sales reps and sales leaders in your organization:
For sales reps:
·No more manual updating of the CRM.
·Easy-to-follow sales process.
For leaders:
·Always have accurate pipeline data with no errors or empty CRM fields.
·Quick onboarding that keeps your reps aligned with your playbook.
How does it work?
1. After each meeting, sales reps send a voice memo or text to their personal AI assistant, which they can access through phone contacts or WhatsApp.
2. They share who they met, what they discussed, and the next steps.
3. Our AI analyzes the text and updates all the mentioned fields in the CRM. It understands natural text in any language or accent.
4. If anything needs to be added, we will remind them and ask for the missing data.
Some examples of commands:
·Create a new deal ABC Bill Smith bill@abc.com
·Remind me to follow up with Bill Smith on July 17th
·Log a call with Bill Smith yesterday at 5 pm
·Add a note to ABC: The meeting went great. I’m waiting for the final approval
·Move ABC to Demo Scheduled
·Change ABC budget to $50,000
Hints AI assistant supports all custom fields and playbooks.