Capturing what gets said on site

Problem: Outside sales reps spent long days on site with no practical way to take notes. Small but important points slipped through, like a customer asking about a certain piece of equipment.

Solution: We put in an AI note-taking tool that captured those conversations and turned them into reports, action item lists, and trip reports. Those went to the inside sales and proposal reps, who followed up on each item.

Result: The details from each visit reached the people who acted on them, and the outside reps got a lot of time back. They could spend it traveling more and in front of customers.