Hints CRM Assistant Demo
Science & Technology
Introduction
As the founder of Hints, I recognize the challenges many face when it comes to manual CRM updating. The good news is that you can alleviate this burden by using Hints. With our assistant, all you need to do is send a text or voice memo detailing your activities, and our AI will handle the rest seamlessly.
How It Works
Let’s walk through a practical example to illustrate how easy it is to use Hints. Imagine you want to create a new deal for a company named Redrock. You can say or type the following:
- Create a new deal: Redrock, budget 10,000, close date Friday.
- Add a new contact: George Levin, george@redrock.com, cell phone 646-643-5850.
- Add a note: The meeting went great; we received a verbal yes.
- Add a task: Follow up with George tomorrow at 2 PM.
Once you provide this information, our system converts your voice memo into text. Our AI understands the context of each word and maps it to the relevant CRM fields.
After processing, you can verify that all information is recorded accurately:
- You can view the deal with its budget and close date.
- Check if the new contact is available with the correct email and phone number.
- Review the meeting notes and see the task added for follow-up.
Logging Calls and Moving Deals
Let’s assume you had a call with the client and want to log this call while also moving the deal to the next stage. You can achieve this by simply sending a text command like:
- Log call: to Red Rock today at 4 PM; move the deal to qualified to buy.
Again, our system processes this input, and you’ll see reflected changes:
- The deal has been moved to the next stage.
- The call has been logged properly.
Integrations and Customization
Hints integrates easily with popular CRM platforms such as Salesforce, HubSpot, and Pipedrive. You can send updates via WhatsApp or SMS, and we also support voice memos to ensure maximum flexibility. Furthermore, our custom playbooks adapt to different stages of your sales pipeline, reminding you to provide any required, yet missing, information.
Thank you for your interest in Hints! We’re here to streamline your CRM experience.
Keyword
- Hints
- CRM
- AI
- Redrock
- Deal creation
- Contact management
- Call logging
- Salesforce
- HubSpot
- Pipedrive
- Custom playbooks
FAQ
What is Hints?
Hints is an AI-powered CRM assistant that helps simplify and automate the process of updating CRM records through text and voice commands.
How does Hints work?
Users can input data through voice memos or text messages, which our AI processes to update CRM fields accordingly.
Which platforms does Hints integrate with?
Hints integrates with popular CRM systems, including Salesforce, HubSpot, and Pipedrive.
Can I use voice memos for updates?
Yes, you can send voice memos to log activities, create deals, or manage contacts.
What if I forget to include some data?
Hints supports custom playbooks that will prompt you to add any necessary information if something is missing.
Is it possible to log calls in Hints?
Absolutely! You can easily log calls by sending a text command indicating the call details and deal status.
