Terri is a voice-activated AI assistant that converts spoken sales notes into organized digital records, eliminating the need for manual data entry. This technology allows territory salespeople to maximize their selling time by reducing documentation tasks, leading to increased productivity and improved data quality for future sales strategies.
Funding
Funding not disclosed
Founders
Product
Problem
Territory salespeople spend a significant portion of their time on administrative tasks, specifically updating their CRM with sales notes, which reduces the time available for direct customer engagement and relationship building. Traditional CRM systems often require manual data entry via keyboard, a process that is time-consuming and can be particularly challenging for salespeople on the road. This can lead to delayed updates, incomplete information, and decreased employee satisfaction.
Solution
Terri is a voice-activated AI assistant designed to streamline the process of capturing and organizing sales notes for territory salespeople. By converting spoken words into structured digital records, Terri eliminates the need for manual keyboard data entry, freeing up valuable selling time. The AI-powered platform allows salespeople to verbally dictate their post-meeting thoughts, action items, and reminders, which are then automatically transcribed and organized. This voice-first approach ensures that internal sales teams can easily access and read the notes, fostering better communication and collaboration. Terri integrates with popular CRM systems and email platforms, ensuring seamless data transfer and reducing the administrative burden on sales teams.
Target Audience
Terri is primarily targeted towards territory salespeople and sales teams who spend a significant amount of time on the road and need a more efficient way to capture and manage sales-related information.
Features
- Voice-to-text conversion for hands-free note taking
- AI-powered organization and structuring of sales notes
- Context Library™ for improved accuracy with company-specific terms
- Integration with popular CRM systems such as Salesforce, Hubspot, Pipedrive, Dynamics365, and Zoho CRM
- Automatic email summaries for quick sharing of notes
- Terri Reflections™ suggests questions to prompt more detailed notes
- Mobile app and web browser access
- Data encryption and GDPR/SOC2 compliance for data privacy