Case Study
VendoIQ –Redefining Field Sales with AI and Voice-First Simplicity
Enabling Sales Teams to Sell More and Admin Less by Automating CRM Updates, Research, and Follow-Ups On the Go

Client Overview
Client: Innovation Studio
Industry: Sales Enablement Technologies
Platform: VendoIQ – Mobile-First, Voice-Enabled AI Assistant
Objective: Empower field sales professionals to focus on relationships and results, while automating CRM updates, lead research, and follow-ups.
Solution Overview
VendoIQ is a voice-first, AI-powered sales assistant developed by ChampSoft, purpose-built for outside sales professionals. This mobile-first platform enables reps to effortlessly capture conversations, automate CRM updates (Salesforce, HubSpot), conduct lead research, and send personalized follow-ups—all through simple voice commands. More than just a tool, VendoIQ represents a mindset shift—designed for sellers first, not for management reporting. It eliminates friction, improves data accuracy, and restores valuable selling time.
Business Challenge
In the world of field sales, the most critical moment isn’t the meeting—it’s what happens immediately after. That’s when notes must be captured, CRM records updated, research gathered, and follow-ups sent. Yet, sales professionals often juggle packed schedules, frequent travel, and administrative overhead—resulting in missed opportunities, forgotten details, and delayed action. Traditional CRM systems, while effective for leadership dashboards, are not built for mobile sellers. These systems are optimized for reporting, not intuitive input. As a result, top-performing sales reps spend less than 30% of their time actively selling—bogged down by manual data entry, research tasks, and internal admin. The cost? Slower pipeline movement, poor CRM hygiene, missed follow-ups, and increasing rep burnout.
Human-Centered Design Philosophy
VendoIQ was built on a fundamental truth: Sales is about human connection. At ChampSoft, we understood that field sellers don’t lack motivation—they lack tools designed for how they actually work. VendoIQ reflects this with a product philosophy centered around:
- IRL Matters: Real-life, face-to-face interactions build trust and drive deals.
- Voice is Natural: Salespeople talk—so why should they be forced to type?
- Simplicity Wins: Each feature reduces friction instead of adding complexity.
- Respect for the Seller: VendoIQ empowers rather than burdens with data-entry tasks.
- Make It Fun: Sales is tough—your tools should feel like superpowers, not chores.
Why It Matters
VendoIQ is the result of ChampSoft’s depth in product engineering, AI innovation, and a human-first software approach. With cross-functional expertise in mobile development, Salesforce APIs, natural language processing, and user-centric design, we created a solution that blends power with empathy. Our team ensured that every conversation turns into action. That every in-person meeting is captured, enriched, and transformed into momentum—without friction.
About VendoIQ
VendoIQ is a revolutionary AI-powered, voice-first sales assistant built exclusively for outside sales professionals. Developed by ChampSoft, VendoIQ transforms how field sellers work by eliminating manual data entry and automating key sales tasks—all through simple, natural voice commands. Designed to fit seamlessly into the fast-paced, on-the-go lifestyle of sales reps, VendoIQ enables effortless capture of meeting notes, automatic CRM updates (for platforms like Salesforce and HubSpot), real-time lead research, and instant personalized follow-ups. Its mobile-first, human-centered design ensures that sellers can focus more on building relationships and closing deals—and less on administrative tasks. More than just a tool, VendoIQ represents a shift in sales technology: a platform built for sellers, not just for sales managers or dashboards. By empowering reps with frictionless, intuitive workflows, VendoIQ drives productivity, improves CRM data quality, accelerates deal velocity, and enhances overall sales satisfaction.
Impact & Business Outcomes
- Up to 70% Reduction in Admin Time
Sellers spend more time closing deals and less time updating CRMs. - Faster Deal Velocity
Instant research and timely follow-ups keep deals moving forward. - Improved CRM Hygiene
Clean, real-time updates reduce data errors and duplication. - Higher Field Productivity
Reps operate confidently, knowing their assistant is handling the busywork. - Greater Seller Satisfaction
Tools that empower, not frustrate—leading to happier, higher-performing reps.
Key Features & Capabilities
Voice-Driven Workflow
- Capture meeting notes, next steps, and tasks using natural voice input.
- Just speak and go—the AI automatically categorizes inputs into notes, follow-ups, and updates.
Real-Time Bi-Directional CRM Sync
- Deep integration with Salesforce and HubSpot ensures full two-way data sync.
- Built-in conflict checking prevents duplication and data fragmentation.
Instant Lead Capture via QR & Business Card
- Scan business cards or QR codes using your phone camera.
- Automatically creates and enriches lead profiles in both VendoIQ and the CRM.
Personalized Follow-Up Emails
- Contextual follow-up emails are auto-drafted based on meeting content and voice notes.
- Saves time while enabling highly personalized outreach.
Smart Lead Research Assistant
- AI enriches contact and company profiles via integrated third-party data sources.
- Delivers instant, relevant insights to give sellers a competitive edge.
Offline Capture & Sync-on-Connect
- Record notes and actions even when offline.
- Automatic sync resumes once reconnected to the internet.
CRM + Private Note Support
- Selectively push notes to CRM or keep them private in VendoIQ.
- Empowers reps with control over their narrative.

Client Overview
Client: Innovation Studio Industry: Sales Enablement Technologies Platform: VendoIQ – Mobile-First, Voice-Enabled AI Assistant Objective: Empower field sales professionals to focus on relationships and results, while automating CRM updates, lead research, and follow-ups.
About VendoIQ
VendoIQ is a revolutionary AI-powered, voice-first sales assistant built exclusively for outside sales professionals. Developed by ChampSoft, VendoIQ transforms how field sellers work by eliminating manual data entry and automating key sales tasks—all through simple, natural voice commands. Designed to fit seamlessly into the fast-paced, on-the-go lifestyle of sales reps, VendoIQ enables effortless capture of meeting notes, automatic CRM updates (for platforms like Salesforce and HubSpot), real-time lead research, and instant personalized follow-ups. Its mobile-first, human-centered design ensures that sellers can focus more on building relationships and closing deals—and less on administrative tasks. More than just a tool, VendoIQ represents a shift in sales technology: a platform built for sellers, not just for sales managers or dashboards. By empowering reps with frictionless, intuitive workflows, VendoIQ drives productivity, improves CRM data quality, accelerates deal velocity, and enhances overall sales satisfaction.
Key Features & Capabilities
Voice-Driven Workflow
- Capture meeting notes, next steps, and tasks using natural voice input.
- Just speak and go—the AI automatically categorizes inputs into notes, follow-ups, and updates.
Real-Time Bi-Directional CRM Sync
- Deep integration with Salesforce and HubSpot ensures full two-way data sync.
- Built-in conflict checking prevents duplication and data fragmentation.
Instant Lead Capture via QR & Business Card
- Scan business cards or QR codes using your phone camera.
- Automatically creates and enriches lead profiles in both VendoIQ and the CRM.
Personalized Follow-Up Emails
- Contextual follow-up emails are auto-drafted based on meeting content and voice notes.
- Saves time while enabling highly personalized outreach.
Smart Lead Research Assistant
- AI enriches contact and company profiles via integrated third-party data sources.
- Delivers instant, relevant insights to give sellers a competitive edge.
Offline Capture & Sync-on-Connect
- Record notes and actions even when offline.
- Automatic sync resumes once reconnected to the internet.
CRM + Private Note Support
- Selectively push notes to CRM or keep them private in VendoIQ.
- Empowers reps with control over their narrative.
Impact & Business Outcomes
- Up to 70% Reduction in Admin Time Sellers spend more time closing deals and less time updating CRMs.
- Faster Deal Velocity Instant research and timely follow-ups keep deals moving forward.
- Improved CRM Hygiene Clean, real-time updates reduce data errors and duplication.
- Higher Field Productivity Reps operate confidently, knowing their assistant is handling the busywork.
- Greater Seller Satisfaction Tools that empower, not frustrate—leading to happier, higher-performing reps.
Solution Overview
VendoIQ is a voice-first, AI-powered sales assistant developed by ChampSoft, purpose-built for outside sales professionals. This mobile-first platform enables reps to effortlessly capture conversations, automate CRM updates (Salesforce, HubSpot), conduct lead research, and send personalized follow-ups—all through simple voice commands. More than just a tool, VendoIQ represents a mindset shift—designed for sellers first, not for management reporting. It eliminates friction, improves data accuracy, and restores valuable selling time.
Business Challenge
In the world of field sales, the most critical moment isn’t the meeting—it’s what happens immediately after. That’s when notes must be captured, CRM records updated, research gathered, and follow-ups sent. Yet, sales professionals often juggle packed schedules, frequent travel, and administrative overhead—resulting in missed opportunities, forgotten details, and delayed action. Traditional CRM systems, while effective for leadership dashboards, are not built for mobile sellers. These systems are optimized for reporting, not intuitive input. As a result, top-performing sales reps spend less than 30% of their time actively selling—bogged down by manual data entry, research tasks, and internal admin. The cost? Slower pipeline movement, poor CRM hygiene, missed follow-ups, and increasing rep burnout.
Human-Centered Design Philosophy
VendoIQ was built on a fundamental truth: Sales is about human connection. At ChampSoft, we understood that field sellers don’t lack motivation—they lack tools designed for how they actually work. VendoIQ reflects this with a product philosophy centered around:
- IRL Matters: Real-life, face-to-face interactions build trust and drive deals.
- Voice is Natural: Salespeople talk—so why should they be forced to type?
- Simplicity Wins: Each feature reduces friction instead of adding complexity.
- Respect for the Seller: VendoIQ empowers rather than burdens with data-entry tasks.
- Make It Fun: Sales is tough—your tools should feel like superpowers, not chores.
Why It Matters
VendoIQ is the result of ChampSoft’s depth in product engineering, AI innovation, and a human-first software approach. With cross-functional expertise in mobile development, Salesforce APIs, natural language processing, and user-centric design, we created a solution that blends power with empathy. Our team ensured that every conversation turns into action. That every in-person meeting is captured, enriched, and transformed into momentum—without friction.