Capture activity notes the moment they happen
Let’s be honest. Nobody gets into sales for the admin work.
But if you’re in heavy equipment, you probably spend more time logging activities than actually selling. Between scribbled notes, Friday data dumps, and half-remembered conversations, critical details slip through the cracks. That hurts deals, and more importantly, relationships.
Sales Assistant fixes that. It’s Texada’s voice-first, AI-powered logging tool built directly into the Equipment CRM mobile app. Reps just tap the mic, talk, and move on. It’s fast, intuitive, and actually gets the job done.Yes, really. It changes everything.
Better Notes, Better Relationships, Better Results.
Sales Assistant doesn’t just simplify logging. It removes the friction that prevents it from happening in the first place. That means better data in your CRM, richer context for every deal, and fewer dropped follow-ups.
Sales Assistant captures natural, detailed notes in the moment and prompts for anything that might be missing.
Why it matters:
These in-the-moment logs help reps remember exactly what was said, even weeks or months later. When that follow-up comes, it isn’t just timely, but thanks to rich and complete notes, it feels personal. And when customers feel remembered, they’re more likely to stay loyal and return for future business.
Reps Get Hours Back. Every Week.
Picture this: You’ve just wrapped a customer visit. Instead of navigating dropdowns and forms on your phone, you tap the mic and say:
“Met Alex at North Job Site, quoted 320 GC for July 1st delivery, follow-up call next Tuesday.”
Sales Assistant logs the interaction right away. If anything is missing, it asks. No typing. No memory lapses. No delay.
Why it matters:
That 10-minute task becomes a second voice note. Multiply that by 10 visits a week, and your reps have hours back to focus on deals and customer relationships.
Reps Will Actually Want To Use It
Sales Assistant fits into the way reps already work; fast, on the move, and often from the front seat of a truck. After a meeting, they just tap the mic, talk naturally, and it’s logged. No typing. No navigating menus. No waiting until Friday night.
It doesn’t require any setup, training, or even a new app. Reps who normally avoid tech can succeed with it on their first try, because it feels like talking, not like learning a new system.
Why it matters:
When it’s easy for your reps to actually use a feature, and gain significant value from it, your CRM gets more consistent, timely, and complete data. That gives your whole dealership more accurate visibility and helps reps stay on top of every customer interaction without added effort.
Built for Dealers. Not Downloaded from Silicon Valley
Generic CRM tools weren’t made for reps juggling job sites, walkarounds, and quick-turn quotes. And voice plug-ins? They don’t understand your world.
Sales Assistant is different. It’s designed for equipment sales from the ground up.
That means Sales Assistant:
- lives inside your CRM with no extra apps or setup.
- follows your sales flow from quote to follow-up.
- keeps pace with reps who move fast and log often.
- protects data with secure, on-device transcription.
Sales Assistant knows your world, speaks your language, and was built for your workflow. With Sales Assistant, you’re not just keeping up. You’re leading the pack.
Ready to Talk Instead of Type?
Sales Assistant gives your reps a better way to log and gives managers the visibility they’ve been waiting for.
June 25, 2025
3 minutes read
