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Field reps

Salesforce from the car, by voice note.

You run 5 meetings a day. Between each, you have neither the time nor the desire to open Salesforce on mobile. Meir takes your voice note and updates the CRM for you.

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Real field life

  • 01 · Pain

    Mobile typing = never

    You leave a meeting, you have 25 min of driving to the next. Either you type on mobile while driving (illegal) or you forget (the norm).

  • 02 · Pain

    Short memory, rotten pipeline

    In the evening, you log 3 of 5 meetings from memory. Key details (objection, budget, timing) are lost.

  • 03 · Pain

    Follow up? What follow up?

    You know you should follow up Acme. But when? With what angle? Without a fresh CRM, you wing it.

Solution

What Meir does for you

  • Voice note → CRM in 3 seconds

    You speak 15s to WhatsApp from your car. Meir transcribes, identifies the opportunity, updates the stage, adds the note, creates the follow-up task.

  • Brief before every meeting

    "Brief on Acme before 2pm" → CRM history + latest Gmail thread + open amount, in 3 seconds.

  • Scheduled follow-ups

    "Remind me to follow up Bertrand on May 14 if no reply" → task created, WhatsApp alert on the day.

  • Calendar + CRM sync

    Each calendar meeting can trigger a recap request: "You just saw Hexa, what's new?" → you dictate, Meir updates.

A field day with Meir

Five meetings, zero typing.

  1. 08:30"Brief on my 4 meetings today"WhatsApp
  2. 10:45"Acme meeting done, price objection, reconnect in 10 days"WhatsApp · 14s voice
  3. 12:50"Nordwell signed, $30k, start in June"WhatsApp · 22s voice
  4. 15:30"Hexa wants a team demo, next Tuesday morning"WhatsApp · 18s voice
  5. 17:45"Recap of my day for my manager"WhatsApp
5x more CRM updates
"Update Salesforce by voice note between meetings, from the car. That's it."
M
Mathieu R.
Field rep · Construction

Field questions

Does it work without network?

WhatsApp works in degraded mode in low-signal areas (the message goes as soon as you get signal back). Meir then processes normally.

Privacy of my notes?

Whisper transcriptions go through our EU infra. No data shared with OpenAI for training. Strict GDPR.

Multi-Salesforce accounts?

One rep = one connected Salesforce account. You keep your permissions and the per-AE separation.

How many voice notes per day?

Pro plan: unlimited. No limit on transcriptions or CRM updates.

CRM in your pocket, without the pocket.

14-day free trial. Adopted on day one. No card.

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