Frequently Asked Questions - Field Notes AI

Frequently Asked Questions

Field Notes AI is a digital sales assistant paired with intelligent CRM software that helps sales people to focus on what they do best – selling and leave the administrative burden to our AI bot, Sparky. Field Notes Ai was developed for the purpose of helping field sales reps to make it easy to quickly capture their client meeting information through whatever means – picture of the notes, texting or speech. Field Notes Ai also helps you see where everyone is in your contact database, how far they are from buying a house, and help facilitate actions that will help you make more sales and commissions.

Sparky is our Ai technology. Sparky is actually our Ai (artificial intelligence) bot that takes care of many of the administrative data entry of your CRM and following up on your to-do activities. It’s job is to learn about how you work and do it for you. You will receive emails from Sparky to let you know that it has updated your CRM or send you to-do’s for the day. Think of Sparky as a member of your team.

One of our greatest strengths is ultimate accuracy of transcribing the information you send us. Our AI platform is constantly learning and analyzing the information sent to Sparky. Every input is double checked by a member of our quality assurance team to ensure there are no mistakes. Also, if Sparky is unable to process any part of the information you send us, it gets flagged for review by our QA team.

Upon request, Field Notes Ai will help you integrate the AI service to update your CRM system. We integrate with many CRM systems including Salesforce, Microsoft Dynamics and other systems. We can hook in on the back-end using APIs, and can easily integrate with other systems as well.  Please speak to one of our Customer Success team members to learn more about integration to your system.

This is not a problem.  We have simple contact management system that captures all your contacts and the follow-up action items in a simple way.  It can be easily viewed on your laptop or through your mobile device.  What’s even better, Sparky will email you every morning your follow-up items for that day and give you insights on the health of your business!

Super easy. First, there is no app to download or to learn. Just start sending notes to Sparky and it will work and optimize your data for you. We are so used to have to put up with poorly designed applications. No more! All you have to do is share your notes that is most natural for you – either taking notes on a pad, dictating your notes, emailing or texting. If you already know how to do that, you already know how to use Field Notes.

As well, Sparky will send you regular updates with tips on how to it can help you do even more.  Try it for yourself today and talk to one of our Customer Success team members about it!

If you don’t see an answer to your question, please feel free to reach out to one of our Customer Success team member.