Mobile Dictation:  Improving Lead Capture and Management

By Eric Tippetts, www.mymobidic.com

Instead of spending time typing call reports, memos or email correspondence, why not turn your phone into a powerful tool that converts meeting information into formatted reports, calendar items and integrated data for your sales force automation (SFA) or Customer Relationship Management (CRM) system? 

Whether you're an independent financial planner, a real estate or insurance agent, a manufacturer's rep, or one of many other types of ‘customer-facing' sales professionals, consider just a few of the benefits of using mobile dictation to improve your lead capture and management: 

• Greater productivity:  add extra minutes or even an hour of selling time to each day by turning a 3-minute call into a custom-formatted report after every sales or phone meeting.  Record your meals, mileage, parking and other expense reports in Excel, on the run.
• High-quality sales detail:  no need to wait until you're back at a desk.  Turn immediate meeting recall and notes into higher-quality text detail that's formatted and secure.  With a professional transcription service, once your document is saved, transcribers are locked out.
• Increased win rates and lower process costs:  better documentation and faster response times can improve sales turnaround.  Using custom toll-free numbers and extensions saves on calling costs.
• Identified and documented risks and objections:  With immediate meeting recall and dictation, you can identify and document risks and objections early in the sales process, for further investigation and response.
• Better client relationships:  draft and send a follow-up letter or thank you email immediately following a meeting.  Use your phone to set up agreed-upon action items in your Outlook calendar, or add new contact information, on the run. 
• Compliance with company or industry regulations:  simple note taking can be subject to error, interpretation or loss.  Thorough and immediate digital documentation is the most stable form of record keeping to comply with company, governmental or industry privacy regulations. 

Sidebar article:  What professional mobile dictation does for you:

• Generate same-day, custom-formatted call reports
• Create/update account information
• Create/update contact information
• Note opportunity, action or calendar items
• Record and generate expense reports and billable hours
• Send hands-free emails to clients and colleagues
• Dictate multiple reports during a single call
• Synchronize with Outlook
• Generate finance reports by date range
• Comply with legal and regulatory requirements