Terri

What is Terri?

Terri is a voice-first AI assistant designed for territory salespeople. It converts spoken words into organized sales notes, helping sales professionals avoid time-consuming keyboard data entry. The tool aims to give salespeople more time for customer relationships by reducing CRM documentation work.

Top Features:

• Voice-to-Text Conversion: transforms spoken sales notes into organized written records with 99 language support.
• Context Library: maintains organized sales information for quick reference and better team collaboration.
• Email and CRM Integration: automatically sends organized notes to your inbox and syncs with CRM systems.

Pros and Cons

Pros:

• Time Efficiency: speaks 7 times faster than typing, saving about 5 hours per week.
• Easy Implementation: requires no complex IT setup or lengthy installation process.
• Privacy Focus: provides end-to-end encryption with SOC2 and GDPR compliance.

Cons:

• Limited App Access: currently only available through web browsers or phone calls.
• Language Interface: app interface only available in English and Danish.
• CRM Integration: still in development phase for most CRM platforms.

Use Cases:

• Post-Meeting Documentation: quickly record meeting notes and action items while on the road.
• Task Management: create and delegate follow-up tasks through voice commands.
• Team Communication: bridge communication between field and internal sales teams.

Who Can Use Terri?

• Territory salespeople: field sales representatives who spend significant time on the road.
• Sales managers: professionals looking to improve team productivity and note-taking consistency.
• Inside sales teams: staff who need organized information from field representatives.

Pricing:

• Free Plan: includes unlimited notes, Context Library, and mail integration for individuals.
• Pro Plan: $22/user/month with additional CRM integration and company workspace features.

Our Review Rating Score:

• Functionality and Features: 4.5/5
• User Experience (UX): 4.2/5
• Performance and Reliability: 4.3/5
• Scalability and Integration: 3.8/5
• Security and Privacy: 4.7/5
• Cost-Effectiveness and Pricing Structure: 4.4/5
• Customer Support and Community: 4.0/5
• Innovation and Future Proofing: 4.5/5
• Data Management and Portability: 4.1/5
• Customization and Flexibility: 3.9/5
• Overall Rating: 4.2/5

Final Verdict:

Terri stands out as a practical solution for sales teams struggling with CRM documentation. Its voice-first approach and focus on simplicity make it valuable for territory salespeople, despite some current limitations in app availability and integrations.

FAQs:

1) How accurate is Terri's voice recognition?

The AI technology is trained on 1.5 million hours of audio with specific focus on sales-related terminology, providing high accuracy across 99 languages.

2) Can I use Terri offline?

You can make voice notes through phone calls, but the main features require internet connectivity for processing and synchronization.

3) How does Terri handle multiple users in a team?

The Pro plan includes team workspace features allowing shared access to notes while maintaining individual user privacy.

4) What happens to my data if I cancel my subscription?

In the free plan, note ownership belongs to you. In the Pro plan, notes belong to the company but remain accessible.

5) Does Terri work with all CRM platforms?

Currently, Terri is developing CRM integrations gradually. All notes are shared via email, ensuring compatibility with existing workflows.