Name: Telenotes
Author: Telenotes

Help Desk

Web and Video Conferencing

Customer Support

Flowchart

Text Editors

Version Control

Development

School Management

Education

Business Intelligence (BI)

Calibration Management

Collaboration

Enterprise Search

Meeting Management

Enterprise

Accounting

Accounting and Tax Services

Anti-Money Laundering (AML)

Cryptocurrency Wallets

Financial Research

Financial Risk Management

Hedge Fund

Tax Compliance

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Monitoring

Employer of Record (EOR)

HR Management

International Payroll

On-Demand Payment

Payroll

Resume Parsing

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Business Process Automation

Cloud Data Warehouse

Cloud Storage

Complex Event Processing

Component Content Management

Data Governance

Density-Optimized Servers

Fraud Detection

Hosted Virtual Desktop

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Metadata Management

Network Performance Monitoring

Network Traffic Analysis (NTA)

Product Implementation Services

Test Management

User Activity Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Loyalty Program

Email Marketing

Location Intelligence

Marketing Automation

Referral Marketing

Search Marketing Intelligence

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Transcription

Professional Services

Customer Relationship Management (CRM)

Sales

Data Loss Prevention

Data-Centric Audit Protection (DCAP)

Operational Technology (OT) Security

Security Information and Event Management (SIEM)

Security

Awards Management

Car Rental

Construction Accounting

Legal Research

Retail Execution

Vertical-Specific

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Telenotes (now Voze Legacy) is a sales productivity tool designed to assist field sales representatives in enhancing their efficiency and effectiveness. This mobile solution is suitable for companies of various sizes, ranging from small businesses to large enterprises. According to the vendor, Telenotes (Voze Legacy) is tailored to meet the specific needs of field sales representatives and can be utilized across multiple industries, including but not limited to retail, manufacturing, technology, healthcare, and financial services.

## Key Features

**Quick voice-to-text notes**: According to the vendor, Telenotes (Voze Legacy) allows field sales representatives to efficiently capture notes by converting voice input into text. This feature eliminates the need for manual typing, potentially saving time and effort.

**Scan cards & notes**: The vendor claims that Telenotes (Voze Legacy) enables sales reps to easily digitize business cards and handwritten notes using their mobile devices. This feature makes the information searchable and readily accessible.

**Daily task reminders**: Telenotes (Voze Legacy) provides daily task reminders to help sales reps stay organized and on top of their activities, as per the vendor. This feature aims to prevent important tasks and follow-ups from being overlooked, potentially improving productivity.

**Daily activity reports**: According to the vendor, Telenotes (Voze Legacy) generates daily activity reports that offer sales managers insights into their team's sales activities. This feature allows managers to track performance, identify trends, and make data-driven decisions.

**Easily search notes**: Telenotes (Voze Legacy) offers a robust search functionality, as claimed by the vendor, enabling users to quickly find specific notes or information. This feature eliminates the need for manual searching, potentially saving time and improving efficiency.

**Seamless team communication**: According to the vendor, Telenotes (Voze Legacy) facilitates smooth communication among team members. Sales reps can collaborate, share information, and stay connected with their colleagues, potentially improving teamwork and coordination.

**Dedicated, personalized assistance**: Telenotes (Voze Legacy) provides dedicated and personalized assistance to its users, according to the vendor. Sales reps can rely on the support team for guidance, troubleshooting, and any assistance they may need, ensuring a smooth user experience.

**Responsive customer support**: The vendor states that Telenotes (Voze Legacy) offers responsive customer support to address any issues or inquiries that users may have. The support team is readily available to provide timely assistance and resolve concerns.

Valuable Customization: Users have found Telenotes to be valuable in customizing lead flow with EDA reports, enabling them to optimize their sales team's performance. 

Efficient Organization: Many reviewers appreciate the ease of use and organization that Telenotes provides. It helps users keep track of all their clients and prevents the loss of important contact information or project notes, saving time and ensuring critical details are not forgotten.

Built-in Assistant: Telenotes acts as a built-in administrative assistant for users, tracking their daily activities and scheduling events on their calendar. This feature has been highly appreciated by customers as it streamlines their workflow and ensures they never miss follow-ups or important tasks.

Major Delays and Frequent Program Crashes: Several users have reported experiencing significant delays while using Telenotes, requiring them to exit and re-enter the program multiple times. Additionally, some users have encountered instances where the software stopped responding altogether. These technical issues can disrupt workflow and cause frustration for users.

Slowness with Multiple Users on Wifi: Some users have noticed that Telenotes operates slower when other people in their household are using the same wifi network. This performance decrease is puzzling to these users who do not understand why this issue occurs. 

Not Optimized for High Volume Inside Sales: According to some reviewers, Telenotes is not designed to handle high volume inside sales environments efficiently. These users have expressed concerns about the limitations of the software in managing a large number of leads and contacts effectively.

Users of Telenotes appreciate the convenience and flexibility it offers for tracking their daily activities and scheduling events on their phones. By utilizing voice dictation, users can easily input call information and receive real-time follow-up tasks and calendar reminders. This solves the problem of accurately tracking call details and enables users to promptly address customer requests. Compared to other CRMs, Telenotes stands out for its ease of use, saving sales professionals time that would otherwise be spent inputting call notes or trying to remember them. The program's organization features allow users to quickly input customer details, visit nearby clients, and track their activities and follow-ups. Additionally, Telenotes' support team ensures that the app and online portal remain user-friendly, promptly addressing user questions and maintaining the functionality of the software.

Managers find Telenotes invaluable for obtaining meaningful call notes, enabling data analysis and coaching opportunities that were previously lacking. Telenotes successfully addresses the challenge of getting sales representatives to effectively use a CRM by capturing necessary data and aiding in remembering next steps and customer details. The ability to dictate and review sales calls in text format, along with follow-up reminders and account notes, enhances users' reputation and credibility in the sales process. Despite having an outdated design, users remark that it doesn't hinder the software's capabilities, which are more than sufficient for completing tasks efficiently. However, some users mention that resolving non-responsiveness and slowdown issues would greatly enhance workflow efficiency. Overall, Telenotes proves to be a useful tool for sales professionals by providing a convenient way to track activities, manage customer details, and improve overall productivity.

Norada Solve360

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

Telenotes

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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Telenotes

Overview

What is Telenotes?