AutoPylot CRM Console for logging, capturing phone calls and text messages in CRM.
av AutoPylot Technologies Corp
Automatically log customer calls, text messages, meeting notes with a mobile app front-end to CRM.
Save your salespeople time while capturing valuable customer conversation data into D365 CRM automatically with AutoPylot.
With the AutoPylot Mobile App, salespeople make and receive calls and text messages on their AutoPylot number. Each call is tracked as an Activity. When the call finishes, the App prompts the salesperson to dictate (or type) a summary, which can be Related to an Opportunity.
With AutoPylot, companies report a 10x-12x increase in customer engagement data, while salespeople spend 1/3 the time entering data.
For Sales Management:
- No more hounding sales reps to add customer calls (and soon texts) into Dynamics.
- Global call recordings are available
- Call transcription services coming
- Easily monitor call and text activity per sales rep to measure sales effectiveness
- Recorded calls and transcripts can be ingested into advanced AI systems to monitor for keywords, measure caller sentiment, and track intent.
The AutoPylot system consists of three components:
- The AutoPylot Mobile App (AppStore, Android)
- The AutoPylot Portal (free trial, signup, and account management)
- The AutoPylot D365 CRM Console App (D365 App)
The AutoPylot D365 Console App:
- Includes Views for Leads, Contacts, and Opportunities which show new fields available in PhoneCall
- Adds AutoPylot-specific fields to PhoneCall, Lead, and Contact tables
- Creates a new Text messaging table to support text message logging via Mobile App
Learn more, or sign up for a 30-day free today at www.autopylot.com.