Voice to CRM

Voice to CRM lets you integrate your smartphone through Hey DAN’s proprietary solution, with your customer relationship management (CRM) software to manage your CRM entry.

What is Voice to CRM?

Voice to CRM is an automation process of capturing relevant data from voice recordings into a CRM software. It is a technology that combines speech recognition powered by AI and human expertise that allows the accurate, fast, and timeliness of data entry and data workflows.

Voice to CRM is an ever growing technology solution that transforms the way sales professionals interact with their CRM software. It enables them to efficiently store important notes from sales meetings directly into their cloud CRM platform. Using Artificial Intelligence with natural language processing capabilities combined with human CRM experts, Hey DAN’s Voice to CRM solution is able to interpret voice recordings and complete 95% of CRM fields accurately with efficiency.

Benefits of Voice to CRM

Close Business Faster

With the implementation of Hey DAN’s CRM automation tool, sales professionals will have more time to focus on what truly matters – closing business faster. Freed from the tedious data entry tasks, more time can be dedicated to engaging with clients, and understanding their needs. This will build stronger relationships, and be able to seize perfect moments to make a sale.

Achieve 90% CRM Adoption

By successfully implementing Voice to CRM across teams, sales managers can streamline data management, fostering collaboration and ensuring a centralized repository of customer information. This empowers sales reps to access critical insights, tailor engagements, and strengthen customer relationships, leading to improved sales performance and better customer satisfaction. Moreover, CRM adoption facilitates accurate sales forecasting and data-driven decision-making, empowering managers to identify trends and optimize sales strategies.

Get more Selling Time

Having more selling time and less CRM entry allows sales professionals to focus on building strong customer relationships, actively pursuing leads, and closing business. More time can be dedicated to understanding customer needs, providing personalized solutions, and delivering exceptional service.

By reducing time spent on administrative tasks such as CRM data entry, sales reps will be more responsive to inquiries, seize new opportunities, and effectively grow their sales pipeline. More selling time translates to increased revenue generation.

CRM Software Supported by Hey DAN

Hey DAN is an AI-powered CRM automation tool that combines AI with human intelligence to ensure that data captured is 100% accurate. Our Enterprise voice-to-crm platform supports ANY and ALL CRM Software.

HubSpot

Hubspot is a cloud-based CRM platform that offers a comprehensive suite of marketing, sales, and customer service tools. It is designed to help businesses of all sizes attract, engage, and delight their customers.

HubSpot is known for its ease of use and its focus on inbound marketing. It is a good choice for businesses that are just getting started with CRM or that are looking for a platform that is easy to use. HubSpot also offers a free CRM plan, which makes it a good option for businesses on a budget.

SalesForce

Salesforce is the leading CRM (customer relationship management) platform in the world. It is used by over 150,000 businesses of all sizes, including some of the biggest names in the world, such as Coca-Cola, Nike, and Salesforce itself.

Salesforce is considered the leader in the CRM industry because of its comprehensive features, ease of use, and scalability. It offers a wide range of features that businesses need to manage their customer relationships, such as lead management, sales tracking, customer service, and marketing automation. Salesforce is also very easy to use, even for businesses that are not familiar with CRM software. And because it is cloud-based, Salesforce is scalable to meet the needs of businesses of all sizes.

Microsoft Dynamics 365

Microsoft Dynamics 365 is a close second to Salesforce, with a market share of over 15%. It is a cloud-based CRM solution that is integrated with Microsoft’s other productivity applications.

Microsoft Dynamics 365 is integrated with Microsoft’s other productivity applications, such as Microsoft Office and Microsoft Teams. This makes it easy for businesses to share data and collaborate across different departments. It is a scalable solution that can grow with your business.

Getting Started with Voice to CRM

Scan the QR Code to download and install the Hey DAN app.
Sign up and connect your favorite CRM
Activate your account and start speaking your meeting notes and recordings

AVAILABLE AT:

For Enterprise – Schedule an appointment today to discuss your exact requirements. Hey DAN is capable of integrating ANY CRM to any size of team. Contact us at: customersuccess@heydan.ai

Customer Use Cases

Increased data captured by 300%

A company valued at $1.5 billion was only capturing 500 activities a week from a sales team of 100 road warriors. After implementing Hey DAN’s Voice to CRM Solution, they were capturing over 1500 notes a week and had eliminated any excuse for entry.

By trusting the process the company has enabled their sales team to maximize the benefits of what CRM software can provide ultimately giving them more meaningful data coming from their sales team.

Time spent on entering high quality notes was reduced by 6-8 hours per week.

A sales manager from Top 5 Largest Global Consultant was able to save around 6-8 hours per week from entering meeting notes. Every sales leader understands the value of data entered into the CRM and the higher the quality, the better insights you can derive from it.

By using Hey DAN’s Voice to CRM solution, the quality of the meeting notes captured increased by 200-1000%. Now it is easier to use their CRM to follow-up activities and they have minimized missed opportunities.

The key to a successful implementation of voice to CRM is ease of use. The user should only have to speak. That’s it. There should be no need to clean the content, to modify and confirm the parsing of the data and there should be no additional buttons or clicks required to commit the information to the CRM.

The challenge is a 100% technology solution only gets us about 80% of the way there. The last 20% of the work is left to the user, which is too cumbersome and annoying. Voice to CRM is best leveraged when all work required to ensure accuracy is completed behind the scenes so the sale rep can focus on what they do best – selling. This is why Hey DAN combines AI technology with human intelligence to ensure that the fields within your CRM are accurately populated without the need for a user to intervene. Hey DAN marries the best of both worlds by leveraging the latest voice to text technology, machine learning algorithms along with CRM integration tools but with the support of humans to ensure accuracy along the way. As a result, Hey DAN is the most accurate voice to CRM tool that has proven to improve sales performance.

What’s New

How AI CRM Entry Boosts Sales Forecast AccuracyMarch 25, 2025 - 12:47 pm
5 Reasons Top Sales Teams Are Using Hey DAN for CRM AutomationFebruary 14, 2025 - 11:22 am
The Cost of Manual CRM Data EntryJanuary 31, 2025 - 9:18 am
Why CRM Entry Needs a RevolutionJanuary 25, 2025 - 3:10 am
Hey DAN’s Compatibility with Microsoft IntuneJanuary 3, 2025 - 11:01 am

Voice to CRM

What is Voice to CRM?

Benefits of Voice to CRM

Close Business Faster

Achieve 90% CRM Adoption

Get more Selling Time

CRM Software Supported by Hey DAN

HubSpot

SalesForce

Microsoft Dynamics 365

Getting Started with Voice to CRM

Customer Use Cases

Increased data captured by 300%

Time spent on entering high quality notes was reduced by 6-8 hours per week.

The Cost of Manual CRM Data Entry

Why CRM Entry Needs a Revolution

How to improve Customer Experience using CRM

Outsourcing CRM Data Entry

Solutions

What’s New

Learn More

Legal

Voice to CRM

What is Voice to CRM?

Benefits of Voice to CRM

Close Business Faster

Achieve 90% CRM Adoption

Get more Selling Time

CRM Software Supported by Hey DAN

HubSpot

SalesForce

Microsoft Dynamics 365

Getting Started with Voice to CRM

Customer Use Cases

<img loading="lazy" decoding="async" class="alignleft size-full wp-image-5742" src="https://heydan.ai/wp-content/uploads/2023/08/Increase-Data.png" alt="" width="89" height="96" />Increased data captured by 300%

<img loading="lazy" decoding="async" class="alignleft size-full wp-image-5743" src="https://heydan.ai/wp-content/uploads/2023/08/Time-Spent.png" alt="" width="89" height="96" />Time spent on entering high quality notes was reduced by 6-8 hours per week.

Solutions

What’s New

Learn More

Legal

Increased data captured by 300%

Time spent on entering high quality notes was reduced by 6-8 hours per week.