A sales conversation has four jobs: prepare, talk, follow up, and keep the day in order. Here is what RichRep does for each one today — and, separately, what is still on the roadmap.
Before the call
Know who you're calling and why it matters to them.
On the call
Reach people and keep your head in the conversation.
After the call
The write-up, the email and the next step, done the same day.
Every day
Your day, your route and your logins in order.
Before the call
Know who you're calling and why it matters to them.
Look someone up before you call: who they are, a recent development and an angle — each with its source.
You sound like you did your homework, without the homework.
New. Reads company websites today; finding people across the web needs a search connection set up by your admin. Never opens LinkedIn, and changes nothing until you approve it.
One page per person: what was said, what you owe them, when.
Nothing goes cold.
Industry news worth reading, and how your week is really going.
A reason to call, and proof you are improving.
On the call
Reach people and keep your head in the conversation.
Call the next person on your list without hunting for the number.
Fewer clicks between calls.
A phone number connected in Settings.
See what to say next while you are still talking.
You keep your head in the talk, not in your notes.
Speech-to-text turned on for your workspace.
Record a call, an online meeting, a meeting face to face, or a day of door-to-door visits.
Meetings get notes too.
Speech-to-text turned on, and your microphone allowed in the browser.
After the call
The write-up, the email and the next step, done the same day.
Score a call against your own checklist, with the quote that proves it.
Coaching from what was really said.
Speech-to-text turned on, so there is a transcript to score.
Your write-up is done when you hang up.
No end-of-day admin.
Speech-to-text turned on for your workspace.
Drafts written for you. You read them, then you send them.
Follow-ups go out the same day.
Gmail or Outlook connected in Settings.
Texts sit in the same place as the calls and notes.
One thread per person.
A texting-ready phone number connected in Settings.
Every day
Your day, your route and your logins in order.
Your day in order, with your own private to-dos.
You always know what is next.
Google Calendar connected if you want your meetings pulled in.
Put the day's visits in a sensible order and send them to your calendar.
Less driving, more doors.
Map keys added by whoever runs your workspace.
Your own password vault, with fast click-to-fill.
Less time typing passwords.
Development version: use test logins. Everyday use still needs security review and real Chrome testing.
Not usable yet. Where there is a sample screen, it uses made-up people and never calls or messages anyone. No dates are promised.
Parallel calling
Talk
Ring three or five people at once and talk to whoever picks up.
Calling for many lines at once is still being built. The sample screen never rings anyone.
Voice agent for calls you miss
Talk
A helper answers, asks the basics, books a time, or passes it to you.
Answering calls with a voice helper is not built yet. The sample below is a click-through only.
Practice calls
Talk
Run your opener or a hard question out loud before it costs you a deal.
Practice with a talking partner is not built yet. The sample shows the steps.
Sales floor
Talk
See who on your team is on a call right now, and drop in to listen.
Live listening between teammates is not built yet. The sample uses made-up teammates.
LinkedIn profile draft
Prepare
Turn sales facts you provide into a clear headline and About draft.
Template and copy-and-paste preview only. It does not connect to or scrape LinkedIn.
LinkedIn replies
Follow up
Keep your LinkedIn messages tidy with saved lines you can copy and paste.
LinkedIn does not let apps read your inbox without approved partner access, so this stays copy and paste for now.
Voicemail drop and number health
Talk
Leave the same short message in one click and watch how your number is doing.
Dropping a saved voicemail and number health scores are not built yet.