These are the most common questions that are asked from our support team.
What is Fieldnotes Ai?
Fieldnotes Ai is a digital sales assistant paired with intelligent CRM software that helps sales people to focus on what they do best – selling and leave the administrative burden to our AI bot, Sparky. Fieldnotes Ai was developed for the purpose of helping field sales reps to make it easy to quickly capture their client meeting information through whatever means – picture of the notes, texting or speech. Fieldnotes Ai also helps you see where everyone is in your contact database, how far they are from buying a house, and help facilitate actions that will help you make more sales and commissions.
Who is Sparky?
Sparky is our AI (artificial intelligence) bot that takes care of many of your daily tasks for administrative data entry of your CRM and following up on your to-do activities. It’s job is to learn about how you work and do it for you. You will receive emails from Sparky to let you know that it has updated your CRM or send you to-do’s for the day. Think of Sparky as a member of your team.
How accurate is the system?
One of our greatest strengths is ultimate accuracy of transcribing the information you send us. Our AI platform is constantly learning and analyzing the information sent to Sparky. Every input is double checked by a member of our quality assurance team to ensure there are no mistakes. Also, if Sparky is unable to process any part of the information you send us, it gets flagged for review by our QA team.
Can you integrate to our CRM?
Upon request, Fieldnotes Ai will help you integrate the AI service to update your CRM system. We integrate with many CRM systems including Salesforce, Microsoft Dynamics and other systems. We can hook in on the back-end using APIs, and can easily integrate with other systems as well. Please speak to one of our Customer Success team members to learn more about integration to your system.
What if I don't have a CRM?
This is not a problem. We have simple contact management system that captures allyour contacts and the follow-up action items in a simple way. It can be easily viewed on your laptop or through your mobile device. What’s even better, Sparky will email you every morning your follow-up items for that day and give you insights on the health of your business!
How easy is it to use Fieldnotes?
Super easy. Just start sending notes to Sparky and it will work and optimize your data for you. We are so used to have to put up with poorly designed applications. No more! All you have to do is share your notes that is most natural for you – either taking notes on a pad, dictating your notes, emailing or texting. If you already know how to do that, you already know how to use Fieldnotes. As well, Sparky will send you regular updates with tips on how to it can help you do even more. Try it for yourself today and talk to one of our Customer Success team members about it!
Where do I learn about the tool?
You are in our knowledge base, which is a great place to start. Our articles discuss the entire application, but let us know if you need more detail!
Have additional questions?
If you don’t see an answer to your question, please feel free to reach out to one of our Customer Success team members.