The Benefits of having a Hands-free CRM

With the advancements in AI, as well as the demand for better sales performance, Marketing and CRM automation became a hit. Forbes stated that 63% of the companies that are outgrowing their competitors used automation tools, and this statistic doesn’t stand alone. Many companies are seeing real results with automation, especially when integrated with their CRM.

CRM automation covers a wide range of automation capabilities including:

  • Marketing Automation for email campaigns and lead nurturing;
  • Customer Service Automation such as the use of a chatbot, or an AI help-center;
  • Social Media Marketing Automation, for social media content/post scheduling;
  • Sales Workflow Automation, which automates lead scoring, sales pipeline management, and call scheduling.

However, despite with recent innovations, just how automated are these current solutions? Is it possible to have a completely “Hands-free” CRM?

What is Hands-free CRM?

First of all, let’s define the two. The term “Hands-free” is used to describe something that can be operated without the use of one’s hands, while CRM(Customer Relationship Management), is a system that manages, tracks, and interprets client interactions.

Hands-Free CRM means that you handle the CRM, and let it work, without having to use your hands. This is made possible by Voice to CRM, a service that allows the user to simply speak, and everything else, all the data parsing, cleaning, and data inputs, are done by the software. Imagine being able to follow-up data in your CRM while driving or scheduling a meeting while doing groceries. It’s literally, hands-free. The convenience of using your CRM is like no other.

This service can help your company’s overall growth in many ways. Here are some of the tangible benefits of utilizing a Voice to CRM service:

It Saves time

Instead of navigating through the software and manually making data inputs, all you have to do is speak. A study by Stanford showed that speech recognition software types 3x faster as compared to human typing, implying that it takes less time to just use your voice. Furthermore, this statistic doesn’t take into consideration the time you spend before you can even start to type, such as opening your laptop or phone, launching the CRM software, and navigating through it to find the right data fields.

It automates data entry itself by entering the captured data into the appropriate data fields, which leads us to the next advantage of using a Voice to CRM service:

Reduced Manual Data entry

Everybody hates manual data entry. It is tedious, time-consuming, and keeps you from doing more productive things. Fortunately, Voice to CRM gets rid of it for you. It allows users to directly enter data into the CRM in real-time. This means that follow-up info, deadlines, and call schedules, don’t have to go through your notepad, and then to your CRM via typing the next day. It can be entered directly into the CRM as soon as you capture that data.

One common concern that often arises with Voice to CRM, is the accuracy of the data it captures, as well as how correctly the data fields are populated. This is a valid concern, after all, artificial intelligence is still developing and it has a long way to go to be on par with human intelligence. This is why combining expert AI systems with human expertise is the best way to ensure that your data is accurate, and on the right track. It allows CRM users to confidently input data using their voice, without having to worry about double-checking things later.

Complete and Accurate Meeting data

It is no secret that sales teams are the ones that have to use CRM often. Salespeople have to interact with and talk to prospects, to make a sale. Every time a salesperson meets or has a call with a client, naturally, data is being exchanged and new information is presented. The relevant information extracted from meetings needs to be entered into the CRM, but here’s the problem: Salespeople are often too busy to enter that data right away.

The most common scenario is that they would take note of the information on paper, or a note-taking app, and wait till tomorrow, or whenever they have free time, to enter this data into the CRM software. Some don’t even take note of it and rely solely on their memory, which is even worse.

Voice to CRM allows salespeople to simply connect to their CRM of choice may it be Salesfoce, HubSpot, or Dynamics – record their call or meeting, upload and expect the data to be in their CRM System the next day or within 12-24 hours.

Higher CRM adoption rates

The biggest problem that CRM adoption faces today, is the software’s tendency to be complicated, and difficult to use. A statistic by CSO Insights reveals that 72% of customers highly value a CRM’s ease of use over other functionalities.

Moreover, manual data entry is also another roadblock to CRM adoption. It’s tedious, takes up a lot of time, and makes CRM seem like an added admin task that users are forced to comply with. Because of these issues, CRM adoption is low. Forrester Research reports a CRM failure rate of 47%, which isn’t surprising, knowing that CRM adoption is a major issue across industries.

Fortunately, despite the depressing statistics, Voice to CRM hits two birds with one stone: ease of use and the elimination of manual data entry. Both are important factors in achieving a full CRM adoption. Utilizing a Voice to CRM service makes data entry faster, requires fewer touch-points, and is incredibly convenient. Data capture is  timelier, complete, and accurate, but most of all, it is automated. This makes it a whole lot easier for users to adopt CRM into their workflows.


Voice to CRM enables users to fully focus on productive, and strategic work, saving time and effort along the way. Data entry is also simplified as it removes the hassle of having to navigate through the system and manually type down data. Furthermore, it ensures overall data quality. The goal of having a hands-free CRM is to increase the system’s efficiency, resulting in the company’s improved customer relations and overall growth.