📌 This feature is available for all Starter, Professional and Performance plans.
For detailed information on each plan, you can check 👉 here.
The AI-powered voice reporting feature in Sage Copilot is designed to address one of the biggest challenges in CRM adoption by sales teams: data entry.
This innovative functionality represents a major advancement in how sales teams interact with Sage Sales Management.
How Does Voice Reporting Work?
Voice Note Recording:
After a Visit: Sales representatives can record a voice note instead of manually writing a report.
Flexibility: These voice notes can be recorded at any time—after a visit, while travelling, or even from the office.
Transcription and Analysis:
Automatic Transcription: The recorded voice notes are transcribed automatically using artificial intelligence.
Data Interpretation: The system not only transcribes the voice input but also structures and interprets the data appropriately within the CRM.
Action or Save: After transcription, users can choose to take action based on suggested options or save the report for later.
Automated Reporting:
CRM Updates: Once transcribed and analysed, Sage Copilot suggests various actions based on the generated report.
Efficiency: Sage Copilot does not require users to re-enter details already mentioned in their report—such as selecting products for a new order or searching for a contact’s email to send an email.
Simply choose the actions you want to take at that moment.
Users can:
Create Orders
Draft Emails
Perform Check-ins
Log Activities
Create Tasks
Schedule Events
Benefits of Voice Reporting
Efficiency: Sales representatives can focus on their core strengths—selling and engaging with customers—without worrying about manual data entry in Sage Sales Management.
Accuracy: AI ensures that all information is recorded with precision and consistency.
Added Value: Both sales representatives and sales managers benefit from a fully updated CRM with complete and reliable data.
With this functionality, sales teams can continue to do what they do best while artificial intelligence takes care of the rest. This innovation enhances efficiency and accuracy in data entry while significantly increasing CRM value, enabling better decision-making and more effective sales opportunity management.