Eight customer visits a day, and no CRM catch-up at night
A field sales day: eight stops, one clean CRM
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.
Field sales
- On-site
Visit at an electrical contractor
Ten minutes with the owner: a new project, a price question on cable, a complaint about the last delivery. The phone records on the counter.
Key highlight
AI Assistant puts project, price question and complaint in one visit report, without typing at the counter. - Voice note
Voice note before the next stop
Two minutes in the car: the agreed project price, the delivery date, the competitor offer the owner mentioned.
Key highlight
AI CRM Concierge files it against the right account and suggests the fields for approval. - Phone call
Phone call from a customer’s purchasing team
On the road, with the Demodesk Recorder on the phone, both sides of the call are captured.
Key highlight
AI Assistant puts the complaint and the promised callback in the summary. - On-site
Annual review at a key account
Volumes, conditions and delivery windows for next year, in a warehouse office without signal. The app records offline and uploads on the way out.
Key highlight
AI CRM Concierge suggests the agreed volumes and conditions on the account once the upload finishes. - In the office
Back in the office, every agreement is in the CRM
Every agreement from the day is in the CRM. The back office confirms the delivery date without calling the rep.
Key highlight
AI Analyst flags accounts where complaints and competitor mentions pile up.
One conversation, three teams
For field sales
Drive to the next customer, not to the CRM
- Record the visit, or dictate a debrief in the car.
- Account, contact and fields are matched for you. You approve.
- Works offline and uploads once you are back in coverage.
For the sales manager
Know what happened on every route
- Every visit and call on record, searchable by account.
- The AI Analyst flags accounts at risk: complaints, price pressure, competitor mentions.
- Coach on real visits instead of weekly call reports.
For the back office
The back office sees every agreement
- Prices, delivery dates and complaints in the CRM the same day.
- Listen to what was actually promised.
- Viewer seats are free, so the whole back office can read along.
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.
Try it on tomorrow’s route
Try Demodesk free for 14 days, no credit card. Install the app tonight, record tomorrow’s first visit.