Making Use of Voice Memos in Ribbit for Salesforce

March 25th, 2010 by Michael Brancato | located in Features | trackback

If you’re like most people I know, you’re busy—and not just some of the time, but pretty much 24X7. Multitasking is not something you do for just a few minutes here and there when you’re short on time—it’s a daily automatic reflex. So having a tool that lets you avoid time consuming administrative tasks like typing up meeting notes or creating records in Salesforce is more than just valuable, it’s essential.

This is where Ribbit for Salesforce comes in. Once you try this feature you’ll never go back to manually typing your meeting notes.Here’s a potential scenario: You just got off a plane in Miami and you have two client meetings before your evening flight home. Plus, you were hoping to stick your toes in the sand for a few minutes before you rush off the airport. Client A, you discover in your meeting, has some fulfillment issues they’d like to resolve before they place their next order. Before you’re even out of the parking lot you’re already on your phone, dictating your meeting notes while they’re still fresh in your memory.

While you’re driving to meet with client B, your meeting notes are automatically transcribed and sent to you via email—and also flowed directly into your Salesforce message box, where Salesforce activity history is automatically populated. At the same time, Ribbit creates a record of your client visit in Salesforce and inserts your meeting notes. Based on rules you’ve pre-defined in Salesforce, an activity is automatically assigned to customer support for follow up.

Your next meeting with client B goes well and they decide to place an order. You call in your meeting notes from that meeting as you’re driving to the beach, and—based on your pre-defined rules and the phone numbers you’ve set up to call—your notes are automatically transcribed and sent to your admin assistant as an assigned activity. Both your assistant and your customer service team complete their assigned activities while you’re ordering lunch at a beachside cafe. Ahhh.

Now that’s what I call working less while selling more.

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