SAP CRM, an early Adoptor

One of the key tasks of any business is managing their customer relationships. This runs the gamut from initial interactions and lead generation all the way to closing a sale. One of the key ways that businesses have been doing this is via customer relationship management (CRM) tools like SAP CRM. With so many options to choose from, we take an in depth look at what this CRM has to offer from its setup all the way to key integrations like voice to SAP CRM to determine whether it’s worthwhile getting.

A Brief History

SAP’s foray into CRMs goes all the way back to the very early 1990s where they looked at CRM related functionality as potential modules for their enterprise resource planning platform. This trend followed all the way into the 2000s when they finally offered its first stand-alone product. It was only in 2011 that SAP actively aimed to take on market leader Salesforce by shifting more towards cloud based applications. That’s not to say that its on premises options aren’t viable—in fact there remains thousands of companies who rely on the software.

The Big Benefits

Being cloud based, it also allows for remote access that is increasingly becoming the norm in the business world today. Such feature also easily enables collaboration between field representatives, internal assistants, product managers and business leaders. With SAP CRM’s built-in forecasting tools, users are immediately provided with insights that are advantageous in driving sales and engaging existing customers. Personalization, from a  single user to a company perspective, is also easily achieved through its many customization features. It allows business to quickly adjust or  streamline processes which are aligned with their usage of the tool.

Travel and Expense Management

Process automation is easily achieved with Concur – a widely utilized system by many industries to monitor and manager travels and expenses of their field personnel. With such solution being SAP, synchronization with SAP CRM, as well as consistent maintenance of such fusion, is easily achieved.  It gives business big value for their investments.

Voice Integration

Voice to Concur / SAP CRM integration is another advantage of this platform . Traditional methods of inputting data have always been prone to human error. This is unacceptable when a single number or letter noted wrong can spell the difference between a viable contact and a hard bounce. Voice integration allows for effective and efficient capture at the point of contact in order to ensure that the right data is captured at the right time.



When it comes to voice capture software, accuracy is the single most critical consideration. With years of experience, expertise, and research at its disposal, Hey DAN guarantees that every interaction is not only captured accurately, it’s also categorized and catalogued properly. This ensures an ease by which you can access and utilize that information precisely when you need it.

Why Go for HubSpot CRM

Sales is always about the numbers, yes, but it’s also important to keep tabs on your  relationships with customers. An unabridged record of your interactions with them is key to sizing up further opportunities.  That’s why many businesses today can’t do without customer relationship management (CRM) platforms that allow them to efficiently assess business potentials with their clients. There are so many to choose from out there, and with new players like HubSpot throwing their hats in the ring, it can be a challenge to choose what suits your needs best. We take a look at Hubspot and highlight its advantages. particular benefits—including innovative voice to Hubspot CRM—to help make you choice easier.

The Big Benefits

As advertised, it is 100% free and will always be. Businesses can explore its basic functions without being tied to a contract. It also allows entry of up to 1,000,000 contacts with no expiration date for an unlimited number of users. That’s a big package for something you don’t have to pay for. Designed to work natively with today’s widely used web browsers, it frees users from the hassle of arduous software installations From a UI standpoint, operation is a breeze from creating profiles, to organizing customer interactions, and most importantly for managers, tracking performance. HubSpot also hosts regular conferences for users to learn more about their latest releases and features. Furthermore, accessible through their website are inbound marketing events with their partners across the globe.

Effective Tracking

If you’ve ever wanted to more effectively track customer interactions in a chronological manner, HubSpot CRM offers the Contact Timeline. This is a record of every interaction between your customer relations team and your customer. This makes it very easy to see what happened when as well as send follow up emails in a timely manner.

Convenient Integrations

Being a certified premier Google partner is also one of the biggest appeals of HubSpot CRM.  That means easy integration with Gmail and a lot of other Google applications . It provides users quick access to customer details on the CRM platform  as they utilize other apps for their business activities. HubSpot CRM even comes with five email templates for users to utilize and store. It also easily integrates with Shopify, Zapier, Salesforce and Microsoft Dynamics. Convenience was definitely a top priority when it was designed..

Voice to HubSpot CRM Integration

A robust CRM system will serve its function if customer data goes into it.  Oftentimes, the task of entering data is assigned to field personnel who interact with customers almost on a daily basis. Because of it, it is beneficial for businesses to utilize a voice solution that works well with their CRM tool to ensure expedient and accurate data entry. This is where HubSpot CRM is also advantageous as it can be easily integrated with voice to CRM solutions like Hey DAN. Optimal customer relationship management can be easily achieved with synchronization of Hey DAN to HubSpot CRM.

Evolution of Voice Technology

Voice technology is seemingly everywhere. From devices in your home to mobile phone controls.  One of the more recent additions to the voice world are voice to CRM solutions. This voice technology speeds up the  capture of key customer data and enters it directly into the fields within the CRM. This enables efficient and effective organization of sales data immediately after a sales interaction occurs.

In order to understand just how effective it is, however, you need to understand how the technology has evolved over the years—including the challenges that each step faced along the way.

Mobile & Automation

A big step on the road to voice to CRM was the advent of mobile phones in the 1980s. While these were huge and unwieldy by today’s standards, they did prove that telephony was the path to the future. Naturally, many marketers saw the potential of a world that was more dependent on over the air conversations and this paved the way for the development of so-called robocalls. These were the first automated messages that not only dialed out of a set list, but also delivered key messages for advertising or political campaigns.

Hello, Siri

If you’re familiar with both Siri and Google Assistant and enjoy its convenience, you have the dictaphone to thank. Invented by Alexander Graham Bell himself, it leveraged his own technology to be the first to allow the recording of voice. It was revolutionary and paved the way for music recording and, yes, even the voice software that we enjoy today. Speaking of which, the honor of being one of the first commercial viable voice software platforms should go to Dragon Naturally Speaking, a dictation software that greatly aided in the development of voice recognition.

Voice to CRM

The effectiveness of voice to CRM solutions today are the result of much study and evolution of the technology itself. The fact is that it is now far more refined and capable of capturing data accurately due to the advancement of the software used in interpreting the voice data and transforming it into relevant entries in today’s CRMs.

The key here is to find the most effective provider of this kind of service.

Leveraging this kind of technology is an efficiency boost when gathering key information. The important thing to look for in a voice to CRM provider is their flexibility in delivery options. They should move beyond just the standard marketing pitches to really converse with you about your needs and be able to adapt their model to your data gathering goals.  This ensures each client engagement is captured quickly, and accurately, every time.