AICHE +Salesforce Integration
Voice input for CRM
Speak your call notes directly into Salesforce.
The short answer: open any Salesforce record, click into the notes or activity field, press ⌃+⌥+R (Mac) or Ctrl+Alt+R (Windows/Linux), speak for 40-60 seconds, and AICHE inserts the formatted call summary at your cursor.
Typing detailed call notes and opportunity updates takes 12-18 minutes after each conversation, creating a backlog of undocumented interactions that reduces forecast accuracy.
- Open Salesforce and navigate to your contact or opportunity.
- Click into the notes, activity log, or any text field.
- Press your AICHE hotkey to start recording.
- Speak what happened on the call, next steps, and any commitments.
- Press the hotkey again-AICHE transcribes and inserts the formatted notes.
- Set the activity status and save the record.
Heads-up: dictate immediately after calls while context is fresh. Waiting 2-3 hours reduces note accuracy by 40-50% based on memory decay.
The pro-tip: enable Content Organization in settings before logging complex deals. Your spoken update gets structured into clear sections that managers can parse quickly during pipeline reviews.
Result: logging 8 calls that takes 2 hours of typing becomes 25 minutes of dictation, and your CRM stays current without evening catch-up sessions.
Do this now: open a Salesforce record, click into notes, press your hotkey, and dictate the full context from your most recent customer conversation.