Using Simply in Business
In this article, I will explain how Simply can be used in your day-to-day business to help you regain many hours of your time.
Setting Up
Getting Simply set up with your existing workflow can be achieved in a matter of minutes depending on your existing CRM. Simply offers connection with a variety of mainstream CRM systems, such as HubSpot and SalesForce, allowing you to minimise the manual effort required to transition the data from where it’s captured to where it should be stored.
A CRM connection is not required to start gaining efficiencies with Simply, but it will definitely take your automations to the next level. Without the CRM connection, you are still able to manually copy and paste the output data where it needs to go, and you’re also still able to use the different export formats.
We do recommend downloading the different recording applications that we have carefully crafted to improve your experience. Not only do they automatically synchronise all recordings in your Simply dashboard, but they’re also specialised to improve the quality of captured audio and achieve better results. These tools can be downloaded from the “Downloads” page in your settings.
So, whether you have set up the connection or not, let’s take a look at the impactful ways in which Simply can help boost your business' efficiency.
Conversation Profiles
The power of Simply lies in its ability to tailor its output formats based on the types of conversations that you are having. Conversation Profiles can be understood as output ‘templates’, that have been specifically designed and improved by our AI team to fit the needs of the vast majority of our users.
The Simply team offers the ability to create custom conversation profiles to fit your specific business needs, however, we find that 9 out of 10 times our users are already more than satisfied with the default templates that we offer.
General Meeting
The general meeting conversation profile is a very flexible, allrounder output template, that can be useful for most day-to-day meetings with 2 to 10 people. With this template, Simply listens out for key discussion points, challenges, solutions, and any necesary action steps to take.
For face-to-face meetings, our Simply mobile recording app (iOS/Android), can serve as an easy, effective and AI-enhanced recording solution.
A preview of this conversation profile looks as follows:
Other Possibilities
The Simply team is always looking for new ways to add value to our users, through the expansion of our conversation profile library, export options and follow-up automations.
We're currently working on ways to automate the follow-up of meeting outcomes with emailed summaries, automated follow-up meeting calendar invites, and additional conversation profiles for different kinds of business meetings.
