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How Sachs Products cut their documentation effort by 80% on top of growing their business

How Sachs Products cut their documentation effort by 80% on top of growing their business

Location

Engen, Baden-Württemberg, Germany

Industry

Mechanical Engineering

Sales Process

Project business, partly in the field

Michael Schubert

Managing Partner, Sachs Products

Industry

Mechanical Engineering

Mechanical Engineering

Mechanical Engineering

Size

Website

Website

Approximately 75 employees

Sales

Project Business, partly in the field

Project business, partly in the field

Project business, partly in the field

Location

Engen, Baden-Württemberg, Germany

Engen, Baden-Württemberg, Germany

Engen, Baden-Württemberg, Germany

Michael Schubert

Michael Schubert

Michael Schubert

CEO Sachs Engineering

Managing Partner, Sachs Products

Managing Partner, Sachs Products

80%

Less documentation effort

60%

Higher CRM Adoption

+10

Market insights per week

Challenges: Growing three business units at once

Challenges: Growing three business units at once

From its origins as a German engineering office, Sachs has undergone an impressive growth spurt in just 25 years, expanding to a team of 60 and creating two new units: Sachs Products and Sachs Human Resources. But with this rapid growth came complex challenges. The expanded sales team struggled to manage customer relationships effectively, and the introduction of a CRM to centralise customer data added to, rather than reduced, the workload of the technical team. Sachs was in urgent need of a solution that could simplify processes without compromising efficiency.

“The bottom line is that VoiceLine allows us to create significantly better data with less time. For us, this is an ideal scenario.”

- Michael Schubert Managing Partner, Sachs Products

“The bottom line is that VoiceLine allows us to create significantly better data with less time. For us, this is an ideal scenario.”

- Michael Schubert Managing Partner, Sachs Products

“The bottom line is that VoiceLine allows us to create significantly better data with less time. For us, this is an ideal scenario.”

- Michael Schubert Managing Partner, Sachs Products

Goals: Effortless data capture in the field

Goals: Effortless data capture in the field

The primary objective was to make it easy for field teams to capture data while on the move and ensure that all information was fed directly into the CRM system. Sachs wanted to eliminate information silos, especially in the event of unexpected team absences. The team should be enabled to focus on nurturing customer relationships and making strategic decisions instead of navigating the complexities of a CRM.

Results: 80% less time spent on documentation

Results: 80% less time spent on documentation

The operating mode of Sachs fundamentally changed when introducing VoiceLine. Documentation time plummeted from 3 hours to just 30 minutes per week per rep. The CRM’s documentation coverage hit nearly 100%, making field activities more transparent and easier to hand over to the team. Moreover, centralizing information enabled strategic leader Michael to make informed decisions, with competitive movements and trends always in clear view.

How they did it: Bridging Speech Technology and AI

1. Voice-first approach

Sachs sales reps use the VoiceLine mobile app to record and dump insights and thoughts about their customer interactions throughout their workday. As easy as recording a voice message, they create visit reports, call logs, and set up reminders right when leaving their customer’s site.

2. AI-based data entry

The team leverages modern AI to swiftly analyse their recordings and convert them into comprehensive CRM-ready reports that can be sent off with the tap of a button. Now, CRM entries are updated minutes after customer visits and ready for followup processes like preparing an offer.

3. Clustering of customer data

All field sales interactions are collected in a data lake and analyzed on a weekly basis by AI. Leader Michael automatically receives curated weekly digest with clustered market insights to stay in the loop with his field operations.

Supercharge your field sales now

Supercharge your field sales now

Supercharge your field sales now

How they did it: Bridging Speech Technology and AI

1. Voice-first approach

Sachs sales reps use the VoiceLine mobile app to record and dump insights and thoughts about their customer interactions throughout their workday. As easy as recording a voice message, they create visit reports, call logs, and set up reminders right when leaving their customer’s site.

2. AI-based data entry

The team leverages modern AI to swiftly analyse their recordings and convert them into comprehensive CRM-ready reports that can be sent off with the tap of a button. Now, CRM entries are updated minutes after customer visits and ready for followup processes like preparing an offer.

3. Clustering of customer data

All field sales interactions are collected in a data lake and analyzed on a weekly basis by AI. Leader Michael automatically receives curated weekly digest with clustered market insights to stay in the loop with his field operations.