Overview
Terri is an AI agent designed to assist territorial salespeople by turning spoken words into organized sales notes, providing mental clarity on the road.
Key Features:
- Voice-first approach for easy note-taking
- Designed for territory sales with verbal communication preference
- Automatic email summaries for faster follow-ups
Use Cases:
- Creating post-meeting sales notes
- Generating action items and reminders
- Improving workflow efficiency on the road
Benefits:
- Increases active selling-time by reducing documentation tasks
- Enhances employee satisfaction by simplifying CRM usage
- Offers a voice-first assistant for faster note-taking and task delegation
Capabilities
- Transcribes spoken sales notes into organized records
- Automates email drafting and thank you email generation
- Schedules reminders and follow-up tasks
- Reduces sales data entry time by over 90%
- Facilitates communication between field and internal sales teams
- Customizes language processing with industry-specific keywords
- Integrates sales notes with email and CRM platforms
- Generates follow-up questions for sales notes
- Manages and delegates unfinished tasks
- Processes natural language for easy updates
- Focuses on actionable items from sales meetings
- Provides sales analytics and reporting
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