Field sales
Talks instead of typing and still has the CRM up to date the same evening.
Capture knowledge
Say it once. Filed everywhere.
One voice memo or photo after the meeting is enough. The agent writes the meeting notes and files everything where it belongs.
Six steps, from intake to sign-off.
- 01
Talk after the meeting
In the car, in the car park, between two appointments: you tell the agent what happened. Listening instead of reading, a minimal interface, no forms.
- 02
Photograph your notes
The notepad from the meeting, the sketch on the flipchart, the screenshot: one photo is enough, the agent reads it.
- 03
The agent asks back
If the next step or a date is missing, it asks before anything half-finished lands in a system.
- 04
Shorthand and duplicates
“opp Q2” becomes an opportunity in the second quarter. A contact that already exists is not created a second time.
- 05
Filed where it belongs
CRM, calendar, email, tickets, SharePoint, ERP: following your processes, into your systems. The question to inside sales and the summary to the customer go out alongside.
- 06
Everything stays findable
Every activity sits in the workspace’s activity log. Nothing is lost at handover to a colleague, and service tickets live there too.
Who it is for
Inside sales
Gets questions and tasks in a structured form, not as a call from the car park.
Service
Sees the history of the customer and the machine before the job starts.
What lies on the table at the end
Meeting notes and CRM update after every meeting
Questions and follow-up emails, ready to send
Tasks for inside sales and service
Activity log in the workspace
The agent does the work. You keep control.
The decision
Every proposal from the agent goes to a person for review. Approvals follow your rules, for example above a certain order value.
The process
Your workflows are documented in the workspace as skills: traceable, changeable and runnable without the agent too.
Your systems
CRM, ERP and the rest stay in the lead. Genow connects them instead of moving data. In your cloud or on-premises.
From pilot to everyday work.
In your cloud or on-premises. Start small, see results, then grow.
- 1
Pilot
Start with one team and one job, on your own documents and in your own systems. You see results before anything is rolled out.
- 2
Rollout
We connect your systems, set up single sign-on and permissions, and capture your processes as skills in the workspace.
- 3
Scale
More teams, more jobs. The agent onboards new colleagues itself: your processes and knowledge are already in it.
One workspace for the whole sales process.
From the first request to the quote and the follow-up: Genow supports every step, end to end.
- 01 Extract requirements From spec sheets, RFPs and RFQs. Checked, structured, ready to decide.
- 02 Configure solutions From the customer’s problem to the right configuration and the quote.
- 03 Create documents Proposals, reports, presentations. Done in your templates.
- 04 Capture knowledge You are here
Free live demo
See how Genow makes complex sales work easier.
In a free live demo, we show you how Genow helps your team find the right products, prepare deals, and create tailored sales materials.