How CGM Sets New Standards in Field Sales with VoiceLine
CGM demonstrates how AI can accelerate field sales at scale: with VoiceLine, the team automates reporting and task workflows, boosts data quality, and gains significantly more customer time. Within just three months, CGM achieved exceptional adoption and dramatically more efficient sales operations.
About CGM
CGM is one of the leading providers in the healthcare market. Their field sales teams support physicians and therapists every day with a high volume of customer interactions. Their goal: establishing the CRM system (SAP C4C v1) as the single source of truth for all sales data.
Initial Situation – Before VoiceLine
Before introducing VoiceLine, documentation was a major stress factor in the daily workflow:
Travel time couldn’t be used productively; CRM updates were done late in the evening.
Follow-up tasks reached the back office with delays.
Scheduling appointments and capturing leads on the go was cumbersome.
Overall CRM data quality suffered due to the heavy manual effort required.
Reisezeiten konnten nicht produktiv genutzt werden; CRM-Pflege wurde abends nachgeholt.
Follow-up-Aufgaben erreichten den Innendienst verspätet.
Terminplanung und Lead-Erfassung waren unterwegs umständlich.
Die Datenbasis im CRM hat durch den hohen manuellen Erfassungsaufwand insgesamt gelitten.
With at least three on-site visits per day and around 20 customer calls, huge amounts of valuable information were generated—yet often documented only partially due to time constraints. The need for automation was obvious.
The Transformation – With VoiceLine
With VoiceLine, CGM modernized and AI-powered the entire information flow in field sales. Today, CGM uses:
VoiceLine’s Conversational Assistant
for smart, on-the-go reporting
Automatic creation of visit reports, call logs, and tasks
from natural speech — delivered directly into the CRM
Fast creation of new contacts
including an AI-powered business card scanner
Lead creation in minutes
including automated duplicate checks
Instant task handover to the back office
often within the same day
Email creation
via voice command
Appointment and reminder management
via voice commands in CRM and Outlook.
CGM’s project team demonstrated how to successfully introduce AI into sales:
Users received close guidance and training.
Benefits were communicated early and clearly understood.
Sales teams quickly realized that AI and VoiceLine mean: more time with customers, less time in the CRM — with better data at the same time.
The outcome: exceptional usage numbers, far above industry averages.
Results Within the First 3 Months After Rollout – Clearly Measurable Impact
Productivity & Reporting
1300 visit reports in the first three months
400 automated tasks for the back office
Business Impact
VoiceLine delivers clear advantages for CGM:
More customer time, less administrative work
Faster information flow between field and back office
Higher productivity without extra workload
Strong positioning as an innovative, AI-first sales organization
Conclusion
CGM demonstrates how AI can deliver measurable impact in field sales. With clear goals, strong user enablement, and an agile rollout, CGM turned VoiceLine into a strategic success driver in just three months.
The results speak for themselves: more efficient processes, higher data quality, and more focus on what truly matters — customer interaction.
