A recording captures what the customer says, without you having to write along during the conversation. Afterwards you turn it into text.
Practical
- Place the phone close to the conversation. Background noise harms quality.
- Announce it. Say you are recording the conversation to make the quote properly.
- Keep the conversation in one place. Do not switch between rooms with a lot of echo.
Privacy
- Ask for permission. Tell the customer you are recording and why.
- Do not keep it longer than needed. A recording is personal data.
- Choose a service with clear terms on storage and processing.
Rules differ by country and situation. If in doubt, ask a lawyer.
From recording to text
A transcription turns speech into text. A summary can then pull out the agreements, wishes and action points.
In Dealnote
You record in the browser, tick that the customer knows you are recording, and after transcription the audio file is not kept. Read more in the documentation.
Try it without an account on the trial page.