ShiftGram for Sales

ShiftGram for Sales is a mobile app for corporate sales support tools that visualizes the activity and results of sales teams. It allows you to manage calls, visits, to-dos, schedules, and business cards all from your smartphone, with AI handling the recording and reporting. Team members can focus on sales activities themselves, and managers can understand the team's movements in real time.

■ Recommended for teams that:
・Want to centrally manage the performance of telemarketing/inside sales and field sales.
・Want to reduce the effort of daily reports and result entry, and increase the activity time of team members.
・Want to understand the activity, progress, and goal achievement of each member in real time.

■ Main Features

【Calling】
・Make calls directly from the app; calls are automatically recorded.
・AI transcribes call content and provides result status (unanswered, conversation successful, appointment secured). Automatically determines (etc.)
- When an appointment is secured, the AI ​​reads the schedule from the call content and automatically creates a visit schedule.

[Visits/Web Meetings]
- Simply record the business meeting, and the AI ​​automatically generates meeting minutes and visit results.
- Supports web meetings, recording online business meetings in the same way.
- From business meetings that have become deals, the AI ​​automatically extracts follow-up ToDos.

[ToDos/Schedules]
- Check and complete ToDos extracted by the AI ​​and your own schedule anytime in the app.
- Receive push notifications when transcription or AI analysis is complete.

[Business Cards]
- Take a picture of a business card with the camera and register customer information on the spot.

[CRM/Web Version Integration]
- Equipped with CRM, centrally manages companies, contacts, projects, and activity history.
- Device integration with the PC web version allows you to make calls from your smartphone to the person selected on the screen.
- All activities in the app are automatically reflected in the web version dashboard and goal management.

■ Regarding Use
This app is for teams with a ShiftGram for Sales contract. An account issued by your workspace administrator is required to use it. Call recording and AI analysis are performed based on the settings of your assigned workspace.