Use Case 9: Call Transcription to CRM

DRAFT

Overview

Voice calls contain important financial information which is trapped in the audio.  These data are not easily searchable; human notetakers are prone to error; and post hoc call notes may miss crucial elements.

Real-time transcribed audio data, saved to a CRM or other record keeping system, increases data accuracy and saves users valuable time.

Persona(s)

• Anyone who uses the phone to conduct business and needs to record contents.  Examples include:
  
  1. an analyst calling into an earnings call
  2. salesperson on a call with a customer
  3. a meeting attendee capturing their notes

Workflows

This transcription workflow consists of multiple workflows for gathering an audio stream.  Each of these Alternate Inputs below could use traditional telephony, or a software client.  The output of the finished transcription is sent to a CRM.

Each of these 2 handoffs:  client → transcription service → CRM , represent interoperability points for FDC3.

During live call

1. During a live call, which might be a group call with multiple users, one user conferences in transcription service.
2. Parties converse as normal, while transcription service turns audio to text.
3. At conclusion of call, transcription service sends completed transcript and metadata to CRM

Post-call dictation

1. After an event is concluded, the user initiates a dictation client (possibly a softphone)
2. User speaks their notes into a microphone.
3. Transcription service transcribes audio into text.
4. Transcription service sends completed transcript and metadata to CRM.