AutoPylot enables salespeople to automatically capture and log customer interactions (voice calls and texts) and dictate notes into their enterprise CRM system (Microsoft Dynamics, Salesforce, Hubspot).
Let’s face it – CRM systems are a pain for salespeople. Entering data about sales calls and meetings is really just hours of data entry.
Yet management needs timely and accurate data in the CRM to feed downstream functions like forecasting, financials, and inventory.
With AutoPylot, CRM systems collect 10x the conversational data from customer interactions – with just 1/3 the time and effort from salespeople.
Plus, with AutoPylot’s conversational AI, sales leadership can get deeper insights into customers’ intent.
Key features Include:
- Log – sales calls, texts, notes are logged as sales activities
- Dictate – call or meeting notes, action items – immediately after a call
- Integrated – with the enterprise’s existing CRM (Dynamics and Salesforce)
- Capture – optional call recording, transcription
- AI based call analytics (future)
- Conversation analytics and action list
- Includes a dedicated AutoPylot number to separate business calls, texts from personal
AutoPylot requires an enterprise account and for users to have a CRM (Dynamics, Salesforce, KnowmeIQ) license.