Every spec from the plant floor, straight into the quote
A day in technical sales: from plant visit to quote
Demodesk records every conversation, on every channel, and works on each one: summary, follow-up, CRM update, coaching. Here is where it makes the biggest difference on a typical day.
Technical sales
- Video
Video call with the customer’s project team
Purchasing, production and quality on one Teams call. The Notetaker records and tells the speakers apart.
Key highlight
AI Assistant sums up open technical questions per stakeholder. - On-site
Plant visit with the production manager
In the production office: cycle times, tolerances, material, target quantities.
Key highlight
AI Assistant transcribes with your custom vocabulary, so your key product names come out spelled right. - In the car
Back in the car, the requirements are in the CRM
After the upload, the requirements are on the opportunity: specs, quantities, delivery window, decision makers.
Key highlight
AI CRM Concierge suggests the fields, the engineer approves, and application engineering starts the quote. - Voice note
Voice note in the car park
A two-minute voice note in the car park, while it is still fresh.
Key highlight
AI CRM Concierge files the note on the same account, next to the visit. - Phone call
Phone call with an export customer
A distributor in Spain. With the Demodesk Recorder on the phone, both sides are captured and transcribed in Spanish, one of 98 languages.
Key highlight
AI Assistant drafts the follow-up.
One conversation, three teams
For the sales engineer
Stay in the technical discussion
- Record plant visits, meetings and trade-fair conversations from your phone.
- Custom vocabulary keeps your key product names spelled right.
- The follow-up with the agreed specs is drafted before you reach the car park.
For the sales manager
Every open project, without a status meeting
- Every conversation on every account in one record, across a sales cycle of many months.
- Ask the AI Analyst which projects stall at purchasing and why.
- Coach on recordings, not on stories told after the fact.
For the back office and application engineering
Quote from the source
- Requirements, quantities and timelines in the CRM, approved by the engineer.
- Listen to the exact passage instead of calling the customer back.
- Nothing gets lost when a project changes hands.
Ready for your works council and your DPO
Recordings are hosted in Frankfurt, certified to ISO 27001:2022 and never used to train AI. You decide how long they are kept, from 12 hours to a year, and who can open them.
- Consent, prompted every time.
- Every Demodesk app reminds the person recording to ask for consent first, and group-based permissions decide who may record at all.
- Retention and access control.
- Retention from 12 hours to a year, role-based access and full audit logging, certified to ISO 27001:2022.
- EU data residency.
- Hosted in Frankfurt. Your data stays on EU servers, never trains AI models and never crosses the Atlantic.
- Anonymization for AI.
- Names, companies and personal data are stripped before any transcript reaches an LLM.
Questions from teams like yours
Further reading
Field Sales Visibility: Why Ride-Alongs Don't Scale
Ride-alongs cover three calls a week per rep at best. AI sales coaching scores every field meeting and gives team leads the visibility ride-alongs can't.
Record In-Person Meetings From Your Phone
Most revenue teams only record video calls. Field visits, site tours, and in-person meetings disappear. The Demodesk mobile app records on the go with the same AI pipeline as every other channel.
Dictate a Voice Debrief, Sync It to Your CRM
Record a voice debrief after any sales meeting in the Demodesk app. It runs the same AI pipeline as live capture: summary, coaching, CRM updates, and agent triggers.
Record your next plant visit
Try Demodesk free for 14 days, no credit card. See what reaches your back office after one visit.