Reps log each visit by voice, and the CRM, visit plan and dashboard update themselves

After a visit, the rep speaks a short note into a phone app. The deal in LeadSquared, the follow-up in Google Calendar and the manager's Looker Studio dashboard all update from it.

Used day to day by
  • Salespeople
  • Regional sales managers

How it runs with AI

After each visit, the rep speaks a short note into the sales app on their phone and checks what it picked out. The app logs the visit in LeadSquared, moves the deal to its new stage and books the follow-up in Google Calendar. The manager's Looker Studio dashboard shows visits, pipeline and follow-ups for every rep through the day.

Step by step

Where the work happens, what the AI does, and where it hands over to a person.

  1. Step 1, AI

    Turns the rep's spoken note into the customer, contact, need, value and next step, for the rep to check

    Needs to know: Customer and product names

    In Sales app

  2. Step 2, AI

    Logs the visit in LeadSquared, updates the deal and adds the next step as a task

    Needs to know: Deal stages

    In LeadSquared

    Exception to step 2

    Asks the rep in the app for anything the note leaves out, such as the quantity

  3. Step 3, AI

    Books the follow-up visit in the rep's Google Calendar

    Needs to know: Rep's working hours

    In Google Calendar

  4. Step 4, AI

    Updates the manager's Looker Studio dashboard with visits against target for each rep

    Needs to know: Visit targets by rep

    In Looker Studio , LeadSquared

  5. Step 5, Person

    Decides where to help this week, such as joining a rep who is behind on visits

    In Looker Studio

What stays with a person

  • Decides where to help this week, such as joining a rep who is behind on visits

Apps in this example

  • Sales app
  • LeadSquared
  • Google Calendar
  • Looker Studio

The same flow works with the apps you use.

This fits you if

  • Your reps spend most of the day visiting customers, dealers or sites
  • Visit notes reach LeadSquared late, from memory
  • Your sales manager builds a weekly visit report by hand
  • Reps already plan their visits in Google Calendar

What to watch for

  • The rep sees what the app picked out and corrects it before saving. Names, quantities and prices are the details most worth a second look
  • Try it with your reps' own way of speaking, including a mix of Hindi and English, before every rep uses it
  • Prices, discounts and credit terms stay with the sales manager. The app records what the customer asked for
  • Visit counts show activity, so decisions about a rep's performance stay with the manager, after a conversation with the rep

Read more

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