Redefining Field Sales with AI and Voice-First Simplicity

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
Business Challenge
Human-Centered Design Philosophy
- 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.
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.
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.























