A better CRM tool for busy salespeople
Between conference rooms and airports, the need for salespeople to document their meetings is essential. Especially while on-the-go. With sales teams relying heavily on accurate and clean data to optimize communication, prioritize leads, and receive bonuses, many CRM services fail to provide an accessible and travel-optimized interface for quickly jotting down meeting notes.
Wanting to take this problem head-on, two seasoned salesmen developed a concept for a voice-powered CRM to transcribe notes directly after a meeting. Because salespeople spend the majority of their time talking on the phone, AfterPitch leverages that natural instinct to make note-taking effortless.
To build the best possible MVP, we identified the following goals:
- One-tap navigation for creating or updating an existing lead
- Organized and readable notes
- Ability to view and take notes offline
- Share, copy, or highlight notes or note sections
- SalesForce integration
With a smooth SalesForce integration invoked at sign-up, users are able to immediately access their existing opportunities. This up-front connection is important for transitioning new users from their familiar sales CRM.
Creating a new note
With the goal of creating an optimally accessible interface, creating a new note is as simple as tapping the “+” icon. From the note page, a user can choose to start transcribing immediately, add a name, or link it with a SalesForce opportunity. Upon saving, the note contents will be uploaded or sent via email if SalesForce linking is disabled. Allowing for anyone to use AfterPitch regardless of CRM affiliation.
Almost all sales meetings require follow-ups within the next week or two. When designing the history screen, we played with different sorting algorithms to identify when a follow-up may be imminent and encourage a re-connect. These “recommended” opportunities are uniquely marked and assimilated into the user’s history.
Keeping navigation simple and consistent is vital for keeping the number of learned interactions to a minimum as many salespeople have to consistently deal with complex interfaces. AfterPitch navigation prioritizes the space in the bottom-middle as the primary action with secondary elements on the side.