Make a Note Of It

Customer Facing Teams Use Voodle to Share the Intelligence When and Where it Matters Most.

Voodle users tell us one of the hardest things about transitioning from an office environment to a remote environment is finding new ways to capture and share customer insights across the business. Organizations rely on their sales and customer success teams working on the frontlines to provide up-to-the-minute customer and competitive information to the teams and individuals who need it most. The gold standard requires frontline teams to diligently log customer interactions into a CRM solution. Platforms like Salesforce have become the single source of truth for account status and provides leadership an essential window into what is happening. But, what about other teams who need this information just as much?


As hallway conversations and office chats have disappeared, getting critical voice of the customer information from the teams on the frontline to those without CRM credentials–product development, marketing communications, engineering, analytics teams and more–is hard. Capturing and sharing complete and timely notes is more important than ever.


There’s a difficult balance at play here. Forbes recently reported that sales reps spend almost 65% of their time on non-revenue-generating activities. Think about updating colleagues and performing administrative tasks. Ideally, the sales team would spend the majority of their time connecting with prospects and selling. As they see their work hours get devoured by these critical business processes, there’s a growing cry for help.


Enter Voodle, by leveraging the power of short video, “note-taking” takes on a completely new meaning. Teams can post immediate, high-quality updates from any client interaction directly into a CRM system as well as shared via other channels (i.e. Slack) to all relevant stakeholders. By using video, salespeople enjoy a number of benefits:

  • Speed: we talk 6X faster than we type so it’s easy to quickly build velocity between meetings. 
  • Context: intent and urgency are made clear via video, something that often gets lost in text. 
  • Time: Voodle provides automatic transcriptions from each short video. Then, upload transcripts into CRM notes section with the click of a button.
before and after voodle.


While taking written notes in a customer meeting is a proven best practice. The challenge is how those notes stack up throughout a day of meetings. Your people are then left to transcribe and share when their schedule opens up, often after the work day is over or even later in the week. At that point, the notes will only be as good as the memories. Voodle provides an “in the moment” new workflow where key take-aways and next steps can be recorded in a flash. Then, it’s easy to review at the end of the day for quick edit or augmentation, though not necessary!


Attend meetings all day, take written notes

Wrap up your workday and spend hours deciphering your notes, typing them up and posting to a CRM system and messaging via slack or email for colleagues to read the next day.‎‎‎‎‎‏‏‎ ‎‏‏‎ ‎‏‏‎ ‎‏‏‎ ‎‏‏‎ ‎‏‏‎ ‎‏‏‎ ‎‏‏‎ ‎‏‏‎ ‎‏‏‎ ‎‏‏‎ ‎‏‏‎ ‎‏‏‎ ‎‏‏‎ ‎‏‏‎ ‎‏‏‎ ‎‏‏‎ ‎‏‏‎ ‎‏‏‎ ‎‏‏‎ ‎‏‏‎ ‎‏‏‎ ‎‏‏‎ ‎‏‏‎ ‎‏‏‎ ‎‏‏‎


Attend meetings all day…

Take 1 minute to record a voodle directly after every meeting to capture main take-aways and next steps before it all gets lost. Share to stakeholders immediately with a click of a button to all the places work gets done most like Salesforce or Slack.

Wrap up your work day by quickly augmenting voodle transcripts in the CRM system with additional detail not covered in video. Respond to any comments or questions from the team members who already viewed your post-meeting Voodles.


Voodle makes capturing and sharing notes via short video a breeze. And, as a result saves customer facing teams time, increases accuracy and maxmizes information and insights sharing across the business. Your sales team suddenly has super powers – sharing intelligence when and where it matters most, in just a few clicks, and getting more time back in the process. And what could be better than giving your team more time for selling?


More From Voodle