Dear Customer Success Manager,

Want to spend less time writing up notes from customer meetings and focus on the more strategic priorities?

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Get a super smart recording of every customer meeting

  • Record all customer meetings, even as an attendee.
  • Play only sections by a speaker or when a keyword was mentioned.
  • View thumbnails of all presented slides, and jump to a specific one.
  • Easily post recordings to Slack or Chatter, or email to attendees or others.
  • During the meeting, bookmark key moments with a single click. You’ll receive transcribed sentences of these bookmarks.

Capture takeaways and next steps without the distraction of scribbling notes

  • During the meeting, click on the bookmark button on your phone.
  • Voicefox rewinds to the beginning of the sentence and saves the sentence.
  • At the end of meeting, receive a timestamped transcription of your bookmarks.
  • Edit and post these notes to Salesforce activities, Slack, Chatter and other systems.

6 Reasons CSMs love Voicefox

Skip a customer meeting without FOMO

Skip a customer meeting without FOMO
Review smart recording later (and let your customer know you’ve reviewed it)

Be fully present in meetings

Be fully present in meetings
Stop scribbling notes. Bookmark key moments with one click

Save time writing notes

Save time writing notes
Send the smart recording instead. When you need to write notes, don’t start from scratch

Impress your customer

Impress your customer
Show your commitment by sending the smart recording or time-stamped notes

Better on boarding and knowledge transfer

Better on boarding and knowledge transfer
Ask sales to send you smart recordings on meetings that occur before you take over the account

Never forget anything important

Never forget anything important
Search across all your meetings based on keyword, topic or speaker

(takes less than a minute to sign up)

Invite Voicefox to all your customer conversations

Live Webinars

Live Webinars

Customer Conferences

Customer Conferences

Onboarding Programs

Onboarding Programs

Live and Recorded Training

Live and Recorded Training

Weekly Update Calls

Weekly Update Calls

Executive Business Review

Executive Business Review

Customer Advisory Meetings

Customer Advisory Meetings

Churn or Loss Interviews

Churn or Loss Interviews

Commonly Asked Questions

You can easily invite Voicefox to any meeting with a virtual conference link. There are 2 options:
 
  1. Invite Voicefox from your calendar: Go to your Google, Outlook or whatever calendar you use. Invite [email protected] to any meeting. (the same way you’d invite other attendees)
  2. Sync your calendars with Voicefox - Sync your Google (Gmail) calendar (outlook coming soon), then access your meetings within Voicefox. You’re still in control and can select each meeting you’d like to invite Voicefox.
 
At the time of the meeting Voicefox will login to the conference as an attendee, record and analyze the conversation. At the end of the meeting, you’ll receive an email with a link to the smart recording

Today Voicefox works with Google Hangouts, Google Meet, Gotomeeting and BlueJeans. We plan to add Zoom, Skype/Teams, Webex and Uberconference over the next couple of quarters. If you’d like us to prioritize a specific system please email [email protected]

Voicefox records the audio and video (if available) of the entire meeting. The video Voicefox captures is the main video feed that you would see as an attendee. This could be screen share or webcam of the presenter.
 
It then transcribes the recording, identifies who is speaking and automatically detects when slides (or unique pages in your browser) are presented.

In general it’s a good idea to be transparent with your customer. That’s why Voicefox shows up both in the invite and as an attendee in the meeting. In our experience, customers typically don’t mind the call being recorded, and might even ask for a copy of the recording.
 
It is possible that your customer will notice and ask about Voicefox. Even if they don’t, you should consider proactively informing the customer. Here is a script you could use
 
“I have added Voicefox to this meeting. It’s a secure productivity tool that records the meeting and helps capture highlights, which I’ll be sending to you after the meeting."

Typically we’ve found CSMs have a lot of autonomy to best manage the customer relationship.
 
In fact, we’ve specifically created a simple onboarding process, where you, the CSM, can get started with Voicefox in a matter of minutes without involvement from anyone else. (just sign up and invite [email protected] to an existing meeting).
 
That having said, whether you need to get permission or approval depends on your organization's culture and processes. You could consider trying Voicefox (for free) for a few meetings, then show the benefits of Voicefox to your peers and management (and get formal approval if at all it's required.)

As the meeting organizer, you are in control.  By default, only you have access to the smart playback. Within a single click, you can email the meeting smart playback via email to all attendees or enter specific recipients.

Currently each member of the team will need to sign up for the individual subscription. At the end of each meeting, the organizer, with a single click can share the smart recording with attendees of the meeting or other team members.
 
We are working on a team subscription, where an admin can sign up and add users, and define global permissions on who can view smart recordings of meetings.

With your subscription, you can invite Voicefox and get smart recordings of all types of meetings, and not limit it just to internal or customer meetings. These could include customer calls, prospect calls, hiring interviews, market research, daily standups, board meeting and any other meeting you organize or invited to.
 
The only limitation is the meeting must include a supported conference tool.

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