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Sales Companion · Field

Built for the field rep who shouldn't be typing in a parking lot at 9 PM.

Companion captures every conversation by voice, debriefs your day automatically, and surfaces which objections and routes are winning — so the field becomes the strongest data source in the org instead of the weakest.

The pain we're solving

What every field we've talked to already knows.

  • CRM updates that happen in a notebook, or not at all.

  • No learning loop — the objection one rep beat is the objection three reps lose to tomorrow.

  • Routes built off the wrong data because the activity data is missing.

  • Daily debriefs that are guesses instead of data.

  • Mobile tools that are slower than just writing it on paper.

What Companion does for the field

The features that move the metric.

01

Voice-to-CRM, in 10 seconds

Walk back to the truck, hit one button, talk for 30 seconds. The structured update — contact, outcome, objection, next step — is in CRM before you start the engine.

02

Daily debrief, automated

Your day summarized: conversations, conversions, objection patterns, top-performing scripts. Routed to your manager. You stop spending nights writing reports.

03

Objection-pattern surfacing

The objection that's rising across the team this week. The response that beat it. Pushed to your phone before you knock on the door where you'll hear it.

04

Smart territory routing

Routes built from real conversion data — which neighborhoods, which times, which script variants. Not from a spreadsheet someone built six months ago.

05

Hot-lead escalation

When you tag a conversation as hot in the field, the inside sales team has the packet within minutes — name, pain, urgency, next step, your notes.

Day in the life

What the week looks like, with the Companion on.

7:50 AM: route loaded on your phone, optimized for last week's conversion data. After every conversation, 10 seconds of voice into the app — Companion handles the rest. By the time you're back in the truck the CRM is already up to date.

8 PM: you're home. You're not typing. The debrief landed in your manager's inbox an hour ago. Tomorrow's route already has the morning's objection rebuttal pinned to the top.

What it moves

Targets we build the Field Companion to hit.

CRM capture rate: from 23% to 96%

Conversations logged per rep per day: from 14 to 38

Time spent on admin after-hours: from 6 hrs/week to <1

Targets are directional benchmarks from elite-sales-department patterns. Final numbers depend on your motion, stack, and starting point — and we agree to them in the build engagement.

Discovery call

Show us how your fields actually work today.

30 minutes. We'll tell you whether Sales Companion is the right fit — and what the build looks like if it is.

Sales Companion · An SBH AI product