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Freeing Salespeople from Keyboards.

Agents Sales Summarizer

Overview


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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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