Changelog
Updates and improvements to CustomerIQ
AI Voice Notes
Nearly 70% of sales are done in the field. Meeting with prospects and customers face to face in coffee shops, offices, trade show floors, hotels, etc. Despite what you might read, we expect this trend to continue. It turns out meeting with other people in real life is actually kind of... nice.
But one of the challenges with jumping (driving) from meeting to meeting is tracking action items and details across different conversations.
This results in most people spending an hour or two at the end of the day trying to remember what they spoke about so they can enter it in the CRM.
What did I say I would send John? What was that tool they tried before?
This process is a huge pain for reps and leads to inconsistent or incomplete data that make it hard to navigate deals to a close.
Enter CustomerIQ.
Now you can use CustomerIQ to quickly capture voice notes - perfect for tracking interactions on the go.
Just like with other submission types, CustomerIQ will analyze voice note submissions and extract any relevant contact and account properties.
This means saying something like,
"Spoke with John - he said he's interested in trialing with 20 seats and can get started first week of December. They're using Hubspot. Remind me to send him the Acme Co case study"
Results in CustomerIQ doing a few things automatically:
- Updating your account property for "contract size"
- Updating your dropdown you have for tracking "CRM type"
- Updating the account's "Timeline" property
- Creating a follow up task for you to send the case study
Check out our announcement video to see it in action
How to get started
It's that easy!
More fixes and improvements
- Added ability to move submissions to a new folder from the submission detail page
- Fixed a bug where views were not filtering by custom category