http://smartpenz.com/

Workflow Process

SpearFysh is a simple 3-step process:

Step 1: Capture

  1. Pre-Call: Salespeople take a few minutes to voice dictate pre-call data into their Smartpen before a sales call (the Smartpen is a low-cost mobile computer that records audio during normal note-taking).
  2. Sales Call: Salespeople use their Smartpen to record field sales calls with customers and prospects.  This occurs during normal note-taking - with the full permission of the customer.
  3. Post-Call:  Salespeople voice dictate post-call data into their Smartpen.  Data around call summaries, updates, and action steps are voice captured for later conversion to text.

Step 2: Upload

Data is uploaded to the user's desktop (laptop or PC).  This interaction data is then automatically routed to the SpearFysh portal where all voice data is instantly converted to text.

Step 3: Discover

Users access SpearFysh depending on permission level:

Level 1: Salespeople, Account Managers, and Sales Engineers - Users access, manage, annotate, and share important opportunities for better comprehension, memory, message alignment, and solution formulation.

Level 2: Sales Management, Line Management, and Divisional Management - Users assess quality of sales pipelines by accessing interactions, conduct individual and team analytics, and provide virtual coaching annotation to give salespeople performance feedback.

Level 3: Sales Executives and Marketing & Product Managers - Users view dashboards tied to KPI's, audit team performance, spot trending, and do comparative analytics.


With SpearFysh, sales and marketing teams get smarter faster - leveraging the wisdom of the tribe to: