CRM Call Bot

Our Microsoft Teams bot supports salespeople to document their customer meetings conveniently via spoken voice and automatically enter these meeting minutes into CRM. The bot can be called from the mobile directly after the on-site customer meeting, recognizes the customer (e.g. by calendar entry), records the spoken meeting minutes and translates the recording into text. The meeting and the text are then entered into CRM as customer appointment automatically. Using Microsoft Speech-to-Text technology ensures an accurate understanding of the voice and even enables to understand individual terms and customer names. Our Teams bot increases productivity, enhances the meeting documentation quality and completeness, and simplifies tasks which salespeople often find annoying.