Sales Memory

    No sales conversationstarts from zero anymore.

    After the customer meeting, just speak.fieldbrain structures the conversation, creates the CRM entries, and reminds you of everything that matters before the next meeting.

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    • Your data. Your control.
    • CRM connection.
    • EU-hosted. GDPR-compliant.
    fieldbrain on the phone: recording right after the meeting, with discard and stop recording

    Unsorted words become a reviewed CRM entry.

    1. Speak

      The meeting is over. Tell your phone what happened.

      fieldbrain on the phone: recording right after the meeting, with discard and stop recording

    2. Understand

      fieldbrain sorts what was said: contact, objection, risk, competition. Every point backed by the conversation.

      What fieldbrain knows about the Nordwind Logistik deal: champion Michael Winter, risk, competitor and objection, each with evidence from the call

    3. Next step

      What was promised becomes a task with a date. The next visit is already in.

      fieldbrain deal Nordwind Logistik, linked activities right after the call: send references to Michael Winter, due 18 September, and the on-site meeting on 22 September at 9:30

    4. Reviewed CRM entry

      You see every change before it reaches the CRM. If a value there differs, yours stays.

      Review CRM changes in HubSpot: add the missing close date, call note and task; the differing amount is not overwritten

    A second sense

    fieldbrain doesn't just listen. It looks, too.

    One photo on site. fieldbrain connects what you see, say and already know.

    1. Seen

      Products, prices, placements.

      Photo from a store: shelf with plant-based drinks, an empty shelf at the bottom left on the second shelf.
      PhotoMemoryVoice
      6 facingsvisible
      €2.49
      Empty shelf space

    2. Changed

      fieldbrain remembers what was noted at the last visit.

      Photo from a store: shelf with plant-based drinks, an empty shelf at the bottom left on the second shelf.
      PhotoMemoryVoice

      Last visitSep 18

      “Shelf was stocked.”

    3. Said

      Photo from a store: shelf with plant-based drinks, an empty shelf at the bottom left on the second shelf.
      PhotoMemoryVoice
      “Bottom left, on the second shelf, there might still be room.”From the conversation

    4. To check

      A possible opportunity.

      Photo from a store: shelf with plant-based drinks, an empty shelf at the bottom left on the second shelf.
      PhotoMemoryVoice
      To checkPossible additional placement

    5. Next step

      What you confirm becomes a task.

      Photo from a store: shelf with plant-based drinks, an empty shelf at the bottom left on the second shelf.
      PhotoMemoryVoice
      Confirmed as an opportunity

      TaskCheck placement at the next meeting

      CRMTask created

    A real-world example from FMCG. Made for every sales team that meets customers on site.

    See what's there. Recognize what's possible.

    A photo becomes context for fieldbrain. Visual Intelligence analyzes what can be seen on site, connects it with the conversation, customer knowledge and Sales Memory, and recognizes relevant changes, connections and opportunities.

    1. Recognize

      fieldbrain captures relevant information and situations in the image.

    2. Connect

      What can be seen is linked to what was said, what happened at the last visit and what is already known about the customer.

    3. Understand

      fieldbrain puts the signals together: What has changed? What fits together? What could matter?

    4. Recognize opportunities

      From image, conversation and context, fieldbrain recognizes possible opportunities and next steps. Assumptions stay marked as such until they are confirmed.

    Where Visual Intelligence makes the difference.

    FMCG, grocery & retail
    Placements, displays, shelf changes and situations at the point of sale are recognized and connected with the visit, the conversation and existing customer knowledge.
    Industrial & technical sales
    Products, equipment and conditions on site are analyzed and placed in the customer context. This can make changes, connections and new opportunities visible.
    Logistics sales
    Sites, spaces and operational situations at the customer become part of your sales knowledge and can be combined with requirements, conversations and existing information.
    Pharma
    Situations and visible context from practices, pharmacies or facilities are connected with the visit and the relevant parts of the conversation.
    Field Service
    Equipment, components and visible conditions are analyzed together with speech and existing context. Anomalies, connections and next steps can emerge from this.

    One conversation becomes a memory.

    fieldbrain on the phone: Today with the overdue tasks, the next meeting and where the customer stands

    One conversation becomes a memory.

    fieldbrain on the phone: Today with the overdue tasks, the next meeting and where the customer stands

    The CRM keeps what gets entered.fieldbrain keeps what actually mattered in the conversation.

    • DecisionsWho decides, and what it depends on.
    • ObjectionsWhat hasn't convinced yet, in the customer's words.
    • RisksWhat could delay the deal.
    • CommitmentsWhat you promised, and what the customer did.
    • Next stepsWith a date.

    At the next meeting, you know what matters.

    1. 01The next meeting.
    2. 02What's new since last time.
    3. 03Summary and key facts.
    Meeting briefing for the on-site meeting at Nordwind Logistik on 22 September at 9:30

    Every sales team speaks its own language. fieldbrain keeps what matters in it.

    … and your sales team
    fieldbrain on the phone, store visit at Frischemarkt Seidel: store manager Thomas Seidel, a competitor's promotion in week 42, a quote for two pallets and who decides on the space.

    Why now

    Sales has grown. Memory hasn't.

    The conversation holds everything. Afterward, a person has to reconstruct it.

    A CRM stores fields, but not the conversation behind them. So the next contact starts from scratch, and management sees only part of the picture.

    Go deeper into fieldbrain.

    Fits into the sales stack you already have.

    After your approval, fieldbrain writes into the systems you already work with.

    See all integrations
    fieldbrain

    Questions that come up first

    Sales Memory is customer knowledge that builds up across conversations and is available again before the next contact. Not the documentation of a meeting, but the running state.

    The full definition

    Built by someone who filled in the CRM themselves, at night.

    More about us
    Jonas Schindel

    Jonas Schindel

    Jonas spent years in field and inside sales and ran teams operationally. Long drives, full calendars, hours of CRM catch-up in the evening.

    Patrick Maghazehi

    Patrick Maghazehi

    Patrick connects product, CRM and go-to-market. His focus: software that makes sales work easier and actually gets used every day.

    Your next conversation no longer starts from zero.

    In 30 minutes you'll see how fieldbrain works in your sales team.

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