Solutions
Field Sales Enablement
Voice-first CRM updates from the road. Reps talk, AI captures notes, updates the CRM, and schedules follow-ups. No more after-hours data entry.
Your reps spend time selling, not typing. AI handles the admin.
Voice-first CRM updates from the road. Reps talk, AI captures notes, updates the CRM, and schedules follow-ups. No more after-hours data entry.
Your reps spend time selling, not typing. AI handles the admin.
Your outside sales reps are your most expensive resource — and they're wasting 30-40% of their time on administrative work. Updating the CRM. Writing call reports. Logging activity. Researching accounts before visits.
Between appointments, they're driving. After hours, they're catching up on data entry instead of resting. On weekends, they're prepping for the week ahead. It's not sustainable, and it's not productive.
Meanwhile, the CRM stays outdated because nobody has time to keep it current. Management doesn't have visibility into what's happening in the field. Pipeline forecasts are guesses based on stale data.
What if reps could update the CRM as naturally as leaving a voicemail?
Of a rep's week spent actually selling (industry sales productivity research)
Of reps say note-taking and data input are most time-consuming (industry sales research)
Of sales reps actively use their CRM (CSO Insights)
From voice note to CRM update in seconds. Hands-free, while driving or walking between calls.
After a customer visit, rep calls Workd or uses the app. Talks naturally about what happened — no forms, no typing.
AI transcribes and extracts key information: customer sentiment, action items, opportunities, next steps, competitive mentions.
Contact records, activity logs, opportunity stages, and notes are updated automatically. No manual data entry.
Tasks and reminders created automatically based on what was discussed. Rep shows up prepared for the next interaction.
Field sales enablement goes beyond just CRM updates.
Voice note after each visit becomes a structured call report. No evening data entry sessions required.
Before arriving at an account, ask AI for a briefing: recent orders, open issues, last interaction notes, opportunities.
"Move the Miller opportunity to proposal stage, value is around 85K." AI updates the pipeline without touching the CRM.
AI creates tasks and calendar events based on commitments made during the conversation. Nothing falls through the cracks.
"I need a quote for Miller Construction — 500 feet of 2-inch conduit and 200 junction boxes." AI routes to inside sales with full context.
Mention a competitor in your voice note and it gets tagged and tracked. Build a picture of competitive activity across your territory.
Workd connects to your CRM and ERP, so voice updates flow directly into the systems you already use. No additional tools for reps to learn — just talk and it updates.
Native integrations with Salesforce, HubSpot, Microsoft Dynamics, Zoho, and major ERP systems. Plus calendar sync with Google and Outlook.
View all integrations →
Field sales enablement pairs well with these AI capabilities.
Multiple options: call a dedicated phone number, use the Workd mobile app, or record directly in supported CRM mobile apps. Most reps prefer calling because it's completely hands-free while driving between appointments.
Over 95% accuracy, even with industry-specific terminology, product names, and customer names. The AI learns your vocabulary over time. You can always review and edit before syncing if needed, though most reps don't bother because it's accurate enough.
The mobile app can record voice notes offline and queue them for processing when you're back online. If you're calling the phone number, you need cellular service — but even rural areas with minimal signal can usually complete a voice call.
Yes — because it makes their lives easier, not harder. Reps hate CRM data entry. Voice notes take 30 seconds and can be done while driving. Reps immediately feel the benefit because it eliminates after-hours catch-up sessions. When the tool saves them time instead of creating work, adoption follows naturally.
Absolutely. All voice notes and extracted data are available in a management dashboard. You can see activity across your team, identify coaching opportunities, track competitive mentions, and ensure CRM hygiene — all without chasing reps for updates.
Give your reps more selling time every week. Let them focus on relationships while AI handles the paperwork.