Redtail Technology CRM is now integrated with Voice2insight

We are so excited to announce our new partnership with Redtail Technology CRM!

We want to help Financial Advisors, because we understand the importance of documenting data accurately and the fact that people have less time to do it. We found that, according to Financial Planning Magazine, Redtail is the number one CRM software that Financial Advisors choose to use.  We can tell already from working with Redtail that they care about helping their customers achieve optimum usage in a quick and easy manner.  We also believe that reporting your data should also be quick and stress free.  That is why we knew that by teaming up with Redtail we would be the ultimate duo for Financial Advisors!

Starting today, all Redtail Technology CRM users are able to go on to Voice2insight’s page and sign up for a 15 day FREE trial!  We are confident that you will see amazing results and won’t have to worry about spending your spare time on administrative tasks.  We know your time is a priority and that is why we make it our priority to help you use your time as effectively as possible!

Why do salespeople hate their CRM?

While on Google searching for reasons why salespeople may hate their CRM, we came across this article.  The article answered our question perfectly and even gave some valuable advice.

While reading the article you may have been thinking one of the following things…

  • This is definitely not us, we love our CRM and use it all of the time
  • This is definitely us, our CRM is too hard and we don’t want to waste our precious time trying to figure it out or document into it
  • This could apply to us but we use our CRM enough

If you are thinking the first bullet, I applaud you, you are hard to find! However, this article still has some really good tips, such as communicating clear objectives.  It’s all about communication people!  If you don’t let your salespeople know what you need/want in your CRM, they could be wasting a ton of their time on pointless admin work when they could be out selling.  Sales reps need to know how CRM can benefit and help them as well as the company. With Voice2insight we are able to customize everything specific to your company’s needs.  Take the time to make sure your salespeople aren’t wasting their time on entering data that isn’t essential so they can sale sale sale!

If you are thinking the second bullet, we completely understand and you are not alone!  In the damage of a failure section of the article, it explains some of the reasons why it may be hard.  The majority of our customers came to us with this same problem.  They can see the value and need for a CRM but they just don’t know how to make it easier and worth their reps time.  Well, we have the solution for that.  Voice2insight has saved our customers HOURS of time a week and it is so easy to use.  One customer was not only able to save hours, but because of Voice2insight was able to meet with one or two more clients everyday which led to her to making $20,000 extra each year!  You don’t need to be a CRM whiz to use Voice2isnight.   Just let us know the fields you need and we will take care of the rest.  All you have to do is call in.  It can’t get much easier than that.

 Finally, if you are thinking the third bullet, then I’m happy you are getting use out of your CRM but let us help you get more time back and get rid of those expensive data entry clerks!  My favorite section of the article is “listen to feedback from your sales team.”  I like this section because even if you feel satisfied by the information being put into the CRM, your salespeople may have suggestions.  They may even have really great suggestions and everyone will be happier that you listened.

With Voice2insight we take away the hate for CRM and help to make it useful and beneficial again.  If you don’t want to take our word for it, try it for free now!

Make CRM easy again

A survey done by Really Simple Systems showed that 83 percent of Executives responded that employee resistance to using their CRM was the number one problem when trying to implement the technology.  Of those 83 percent making this comment, 72 percent said they would be prepared to trade functionality in their CRM systems for ease of use. 

At Voice2insight, we understand this frustration, as we see people struggle with this every day.  That is why our product focuses on the ease of use of the sales rep, the user - Voice2insight is extremely easy to use, thereby eliminating the “CRM useability constraint.”

John Paterson, CEO of Really Simple Systems, says, “Too often companies make purchasing decisions for applications based on features, not ease of use, and then they find that those extra features get in the way of usability”.  The point of a CRM is to make reporting easier and databases more useful.  Regardless of the CRM system you are using or planning, Voice2insight will make routine sales call reporting from the field easier.  Sales reps just call in to the Voice2insight system, speak their report, and then get on with generating revenue and satisfying customer needs.

If so many employees are showing strong resistance and executives are finding it harder to use CRM due to the many features, those seeking solutions should consider implementing a third party app.  Voice2insight is one servie dedicated to making CRM easier and more user friendly.

Voice2insight’s goal is to save you as much time as we can.  Instead of forcing your sales team to be expensive data entry clerks, we allow sales reps to be sales reps – to SELL!. 

We are able to integrate with Salesforce, using Remote Access, a safe way to add in company’s information without needing username and passwords.  We invite you to sign up TODAY for our 15 day FREE trial to try Voice2insight for yourself.

The Ultimate CRM Mobility App: VOICE + PHONE

Just talk on your phone!  The ultimate CRM date entry solution.

Speak in your sales meeting information wherever you are, whatever you are doing.  Take a few minutes to talk in your information, hang up your phone, and get back to selling.

WHY DOES CRM NEED TO BE ANY HARDER THAN THIS?

At the airport lounge/boarding area.
Pulled off for a moment by the side of the road.
In a quiet café having a cup of coffee.
In a quiet park near the customer offices.
While walking down the sidewalk while going to the rental car.
In the truck just before leaving the customer yard.

THE ULTIMATE MOBILITY APP – Anywhere, anytime.

Just dial the number, speak in the information, hang up, and get on with selling and making money..

SIMPLE!  FAST!  CONVENIENT!  EFFECTIVE!  MORE THAN SUFFICIENT!

From the point of view of the sales rep, nothing could be easier.  They love to talk, they are on the phone continuously throughout the day, and getting the reporting done while moving between sales appointments is a dream come true.

MANAGERS

Forget user CRM adoption problems!

Forget compromised CRM databases, with missing or bad information

Forget time and expense (steep learning curve) required to teach CRM keyboarding requirements

Forget management frustration from being left out or blindsided by missing information

Forget upset customers because commitments and promises made by sales reps are forgotten and not followed through on.

Forget significant loss and return on investment on the expensive CRM system.

VOICE + PHONE – WHY DOES CRM NEED TO BE ANY HARDER THAN THIS!

CRM Delivers the Best Results When Everybody Plays

The Collaboration Curve – ‘World of Warcraft’ players improve their performance by leveraging a broad set of discussion forums, wikis, databases, and instructional videos that exist outside the game….The more players participate and interact with World of Warcraft’s knowledge economy, the more valuable its resources become, and the faster players increase their rate of performance improvement.  Said more generally, the more participants in number – and interactions among those participants – you add to a carefully designed and nurtured environment, the more the rate of performance improvement goes up….In nearly all of these group efforts, rapid leaps in performance improvement arise as participants get better faster by working with others.  This is called ‘the Network effect’ (see right for picture).  These leaps in performance describe the shape and power of the collaboration curve, a new force in our professional and personal lives”  (Hagel, Brown, Davison, “Introducing the Collaborative Curve,” Harvard Business Review, 2009).

CRM databases are of the highest quality when they are fertilized by a rich and continuous inflow of accurate, complete, and current information from everyone who has anything to do with customer relations.  Massive accumulation and aggregation of information from as wide and diverse a population as possible ensures that the CRM database can generate the patterns and trends that give all players solid understanding, strong analytical material, better decision making choices, and more trustworthy and proper action.  The knowledge rich and fertile CRM database available to and used by all is the reason the organization bought and implemented CRM in the first place.

But how do we enable and encourage this “Collaboration Curve,” this “Network Effect,” where we see “leaps of performance as participants get better faster by working with others”? 

The only way to get ideas, thinking, and learning moving within an organization is a voice-based CRM data entry system.  People have to be enabled to speak their minds, share their insights and experience, ask for information, challenge concepts and facts, ask for help in ‘playing the game’, and otherwise talk and ask and communicate with others in the organization.  A voice-based CRM data entry system is simple and direct, using voice and phone, two technologies that are profoundly simple and intuitive and robust today for all kinds of stationery and mobile applications.  Speech recognition software is too “closed” and limited to be the tool for this kind of collaborative/networking high-volume discussion and communicating.  Only a human transcriptionist-based system, one that joins human capabilities with the finest computer technologies of today is capable of enabling such a Collaborative/Networked environment.

Any company considering a CRM implementation and any company considering how to improve the user adoption or the value of an existing CRM system should take a few minutes to put the words Voice-Based CRM into the web browser to access information that teaches the value of such systems.

Report Immediately/Respond immediately: Value of Current, Accurate, and Complete CRM Information

The only value of a CRM system is the quality of information in its databases.  What good is information from the field that is a month old before it is reported?  Of what help is information to a manager or to the organization when the manager doesn’t read reports regularly?

Here is a note sent from a manager to a sales rep:

“Shawn,

Why are all these reports so old. There are no new reports that have been filed in this last batch.  Not really any point filing reports this old; as Jim and I read them, we can’t really do anything with reports a month old.   Are you this far behind on your call reports?  Have you filed your more recent reports?”

Two things we might surmise from this statement: (1) the sales rep is not reporting his sales meeting information immediately or regularly, and (2) the sales manager isn’t reading reports anyway, as he doesn’t seem to notice the missing information until a month has gone by.

1.  Sales reps who do not report immediately and regularly

Again, the problem is the quality of the CRM database.  Sales reps who do not report immediately following a sales event are limiting severely the capability of the database to aggregate or accumulate information sufficient for a reader to see and understand patterns.  The only information of any worth in a CRM database is that sufficiently accumulated to reveal patterns and trends.  We have to have bulk, mass, accumulation from all sources of good information if we are to “see” (discern or detect) patterns.  Therefore, it is imperative with a CRM system that the sales team understands its responsibility to create a continuous flow of good information into the CRM system databases.  Regular reporting isn’t a merely trivial administrative activity that is forced onto the sales team.  It is not something of choice.  We need the sales reps to report because the entire CRM database depends on mass and accumulation for meaningful understanding, analysis, decision making, and action.  A sales rep who withholds information for a month before reporting it doesn’t understand what is going on with a CRM system implementation.  Once they understand, they contribute willingly and meaningfully.

2.  Sales managers who do not read sales reports immediately and regularly

This is the most interesting issue with CRM sales team reporting – a manager who doesn’t read the reports coming in.  Sales reps are quick to pick-up on this lack of attention by the manager, and they delay, procrastinate, and often fail to report at all, knowing there are no consequences for not reporting and no purpose for reporting at all.  In many companies, because sales managers do not read the reports, the reporting function languishes and disappears.  What is the consequence of this?  What the sales manager doesn’t realize is that the quality of the CRM function for the entire organization depends heavily on the continuous inflow of accurate, current, and complete information from the field, from those closest to the customer relationship experience.  By failing to pay attention to the reporting function, the sales manager – not the sales reps – is seriously compromising the value of the investment the company has made into its CRM program.

We encountered a sales rep who was writing this statement at the bottom of each of his daily sales reports:  “If there is anybody out there reading this, please give me a call at (phone number).”  For over a month, no one responded and he kept adding this statement to his reports.  When we flagged this to senior management and they went checking with the sales manager, they found that the sales manager was so busy doing his own paperwork and tasks that he didn’t have time to read the sales reports and respond to them.  He was fired on the spot because of his failure to understand organizational priorities.

We often ask, “If your most productive sales rep, the one bringing in the most revenue, won’t report his/her sales activity, would you fire him/her?”  If the answer is yes, then the priorities of the organization towards its commitment to a quality CRM database are clear.  If the answer is no, then the “tail is wagging the dog,” and revenue production ONLY is the activity of greatest interest in the organization and they should not have invested in CRM in the first place.   Any simple activity tracking software would have worked better.  Companies often have Lone Ranger hero sales people who “do their own thing” and seem to be successful in producing.  If revenue only is the goal of management, then this is tolerated and even applauded.  However, if long-term customer relationship and care management (CRM) is the goal of management, then this person needs to change or be let go.  The CRM databases need this person’s sales meeting information, without exception, and the person should consider it his/her sales responsibility to report immediately and regularly.

The purpose of buying and implementing a CRM system is the quality of the databases that will result and the power that gives to everyone in the organization to see patterns in the data, to understanding more clearly what is going on, to apply meaningful analytics for clearer sense of pattern, to engage in fruitful decision making, and then to take proper action.  With that goal in mind, it is easy to see why a sales rep who does not report any of his/her customer interactions for months on end, why a sales manager who doesn’t read the reports and only talks about the issue after months of non-reporting have gone by are serious constraints to a powerful and successful CRM system.

‘TALK TO ME!’ ‘Thinking Out Loud’ to Make Sense of Things

Interesting how, in our high tech and highly digitized and automated world, some wonderful intellectual work gets done with simple human abilities – like talking and listening.

We often hear the suggestion, when someone has a difficult task or is troubled with something -

“Talk to me; what it is you are thinking; just talk it out so I can help you.”

Talking as a way of thinking is a common and proven way to work out a problem or a task in the mind.  Many great writers and scientists go on long walks each afternoon, so they can talk to themselves, hear themselves express and connect ideas, and form sentence and paragraph expression patterns.  We often seek a friend or a colleague, a family member or a mentor to talk to when we need to think out loud and, thereby, hear what it is that is trying to form in our minds.  One psychologist said that, if you just stand someone near a post and tell him/her to talk to it and explain to it the issues, that act of talking helps tremendously in working the things in the mind out and into understandable form.  Sometimes the people we talk to aren’t much more responsive or helpful than the post, but it doesn’t seem to matter – they are there and looking at us and listening.

Explicit knowledge.  Some of our knowledge and the experiences we have deal with “explicit” information, structured information, the kind that is easily spoken or written, that makes good sense, and comes out of our minds easily and fluently.  This is the kind of information that is very comfortable for us to talk about and explain.  It makes good sense to us.  This information is easy to write/keyboard and comes out easily and naturally.  Often this knowledge is highly quantifiable or numerical.

Implicit knowledge.  On the other hand, much more of our knowledge and experiences deal with “implicit” information, unstructured knowledge, the kind that is forming in our minds, the kind that is “out there” needing “thinking about” and discussion.  These are feelings, impressions, instinctual reactions, and perceptions that are not easily articulated and made good sense of.  These are the “felt” ideas that we struggle to express, the ones we intuit, the ones that we try to say one way, stop, try another way, stop, and then go at it another way.  Implicit knowledge is “messy” and “uncomfortable.”  Sometimes expressing “implicit” information is very frustrating for both the speaker and the listener – it takes time and patience.  Finally, and especially if a friend will help by restating or rephrasing the ideas in different ways, we begin to get the “implicit” information to convert, to transition into “explicit” information where it is understandable and easily expressible.  This is a wonderful process and is a significant “engine” in any organization’s intellectual stimulation and development.  Often this knowledge his highly qualitative or subjective.

Talk/Walk, Talk/Draw.  Some people like to walk when they talk, as they think things through.  They Talk-Walk.  We hear often of poets and writers, of philosophers and administrators who walk by alone and talk to themselves, around and around the block, up and down the stairs, up and down the long hall way.  Sometimes they do this with a friend or while walking or jogging.

Also, some people like to draw when they are trying to think.  They Talk-Draw.  They stand at a black/white board and as they talk they draw diagrams, pictures, charts, doodles, mockups, and other sorts of free flow art as they talk to themselves.  They can’t think without sketching and doodling on a napkin.  Often walking or drawing as a complement to talking is very powerful in getting “implicit” information to form such that it can be “explicitly” stated to others.

A simple voice-based communication and feedback system can be a significant assist tool for these kinds of intellectual activities.  This is true especially in a powerful sales planning and reporting system, where a person can talk out the planning information as best as he/she can at the moment, get the information transcribed quickly and back, and then when reading it, start talking again and recording it.  This activity is especially powerful for helping teams to think.  This process of talking/recording/sharing, reading, talking/recording/sharing again, reading, and then doing it again is one of the most powerful ways to cause minds to come to see what is trying to be expressed and to form the “implicit” into a “explicit” communication.  Often we cannot see the “point” we are seeking until after several rounds of talking/recording/sharing, reading, talking/recording/sharing reading.  The mental understandings and structures grow and develop as the information moves around and around in several double loops.  It is a great way to prepare an important presentation or proposal or submission or to think through a difficulty with an important customer or challenge from a competitor.

Quite outside of today’s high tech, digital, automated world is a set of powerful intellectual comprehension and understanding tools that are invaluable, that never go out of date, that always produce sophisticated intellectual understanding.  The human brain finds powerful expression through the simple speaking voice and the hearing ear.

When CRM systems match (1) top-level management information planning with (2) sales-team level information gathering and reporting through a voice-based system, marrying and integrating the management need with the sales team gathering capability, then the CRM databases become the instruments for understanding, analysis, decision making, and action CRM systems are designed to deliver.

CRM: Voice2insight Seeks SSAE 16 SOC 3 (SAS70) Report

Voice2insight Seeks SSAE 16 SOC 3 (SAS70) Report

To complete its security status for Voice-based CRM data entry services to financial organizations using SalesForce.com or Microsoft Dynamics, Voice2insight has engaged Larson & Rosenberger CPA firm to complete a SSAE 16 SOC 3 report (previously SAS70).

Voice2insight’s data center has received SSAE 16 SOC 1 & 3, Type 2 reports, and Voice2insight is working with Larson & Rosenberger to audit the external transcription and voice file processing operations.  These operations are monitored on a daily basis using technologies and personnel, but the SSAE 16 reports will formalize the policies, communication, procedures, and monitoring our clients demand.

Voice2insight has already completed Salesforce AppExchange Partner/Symantec audits that have included the 5 Trust Services Principles for Security, Availability, Processing Integrity, Confidentiality, and Privacy.  Voice2insight, further, runs quarterly Trustkeeper “network vulnerability” scans that ensure the Voice2insight network is secure and meets PCI DSS level 3 compliance.

By completing the external audit of Voice2insight transcriptionist and voice file processing operations, Voice2insight hopes to reduce the perceived risk of a third-party service provider involved in CRM data entry and CRM user adoption.

Seeking SSAE16 SOC 3 Type 1 and 2 reports is an exciting and natural step for our organization.  Our financial clients and potential financial clients are supporting us in this effort, and we look forward to working with Larson & Rosenberger to complete this Type 1 report sometime in the next 30 days.