Myko AI Deploys Voice Tools to Recoup $1.3M in Lost Field Sales Time

Real World AI for Field Sales Teams With Myko AI — Ai4

Ai4

Manual CRM data entry drains over $1.3 million per 100 field representatives annually, a bottleneck resolved only when voice agents execute complete business actions rather than simple call transcriptions.

AI-assisted summary of Real World AI for Field Sales Teams With Myko AI — original source. Check the original for full context.

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Detailed notes

## Background Published on YouTube by Ai4 on August 15, 2026, this presentation features Trevor Lee, Co-founder and CEO of Myko AI. According to the description, the talk examines how outside sales teams represent an ideal use case for AI automation, addressing CRM adoption challenges across the entire sales lifecycle from pre-meeting preparation to post-call administration.

## TL;DR Field sales representatives routinely lose three to five hours every week to cumbersome mobile CRM data entry, costing enterprises over $1.3 million annually per 100 reps in wasted selling capacity. Myko AI solves this adoption bottleneck by serving as a voice-driven action engine that natively integrates with platforms like Salesforce, Microsoft Dynamics, and Veeva to execute complex workflows such as generating quotes, submitting proposals, and ordering samples. The system consolidates pre-meeting account intelligence into a single view, enables immediate post-call updates from the parking lot, and accelerates competitive intelligence cycles while providing real-time field coaching prompts. Deployed at scale across enterprise clients like Toast and Bausch & Lomb, the platform reclaims lost selling time and ensures accurate pipeline visibility.

## Atmosphere & style The presentation carries a crisp, practical, and solution-oriented tone tailored for enterprise leaders and sales operations executives. Trevor Lee speaks with confident, grounded authority, framing AI not as an abstract novelty but as an essential utility that removes daily friction for field workers. The pace is rapid yet structured, creating an efficient and compelling product briefing that feels directly attuned to the realities of on-the-road sales.

## Key takeaways - [00:04](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=4s) Outside sales representatives face major operational friction with mobile CRMs like Salesforce, Veeva, and Microsoft Dynamics due to complex manual data entry. - [00:04](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=4s) Administrative overhead costs field reps 3 to 5 hours per week, translating to over $1.3 million in lost annual selling capacity for a 100-person sales force. - [00:04](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=4s) Incomplete and delayed CRM data creates enterprise-wide blindspots that undermine sales forecasting and AI next-best-action initiatives. - [01:32](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=92s) Myko AI functions as a voice execution engine, transforming spoken field notes into complete business actions such as drafting quotes, sending proposals, and ordering samples. - [01:32](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=92s) The platform embeds natively into existing tools like Slack, Microsoft Teams, Salesforce, and Veeva while connecting to data warehouses like AWS and Microsoft Fabric. - [01:32](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=92s) Built-in automated compliance scanning safeguards regulated industries like life sciences against improper or non-compliant CRM entries. - [03:40](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=220s) Reps can access unified pre-meeting intelligence in a single view, including recent account touchpoints, open support tickets, and unpaid invoices. - [03:40](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=220s) Post-meeting workflows allow reps to dictate updates from their vehicles, immediately populating custom CRM objects and dispatching customer deliverables. - [03:40](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=220s) Capturing structured field data in real time reduces competitive intelligence feedback cycles from 3–6 months down to weekly managerial summaries. - [03:40](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=220s) The voice assistant provides contextual, real-time coaching prompts on local regulatory changes and competitor-targeted marketing campaigns. - [07:02](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=422s) Enterprise organizations such as Toast and Bausch & Lomb deploy the platform across thousands of field reps to eliminate administrative burden.

## Detailed walkthrough ### [00:04](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=4s) The CRM Adoption Problem and the Hidden Cost of Field Admin

Outside sales teams face a persistent operational bottleneck: traditional customer relationship management (CRM) software is fundamentally hard to use and maladapted for modern field workflows. Field representatives spend their days on the road meeting prospects, yet systems like Salesforce, Microsoft Dynamics, and Veeva demand heavy manual data entry. Navigating clunky mobile interfaces to locate contact records, fill out picklists, and select dropdowns takes several minutes per interaction. Because reps simply do not have the time to sit in their cars clicking through mobile CRM forms, critical sales conversation data never makes it into company systems.

```mermaid flowchart TD accTitle: Field Sales Data Friction and Inefficiency subgraph RepFriction["Field Sales Friction"] A["On-the-Road Reps"] -->|"Complex Mobile UX"| B["Manual CRM Entry Salesforce / Veeva / Dynamics"] B -->|"3-5 hrs/week lost"| C["Missing CRM Data & Pipeline Blindspots"] end subgraph BusinessImpact["Organizational Cost"] C --> D["$1.3M+ Inactive Selling Cost per 100 Reps"] C --> E["Delayed Market Feedback & Low Win Rates"] end ```

This data gap creates severe downstream friction for enterprise organizations trying to implement AI next-best-action models. When field reps spend three to five hours each week on routine sales administration, that time is directly subtracted from active selling. Enterprise sales teams represent an expensive investment, and paying high-performing reps to search for contact names and update CRM fields damages the top line. For an enterprise team of roughly 100 sales reps, this lost administrative time totals over $1.3 million every year in wasted capacity, depressing potential revenue, conversion rates, and quota attainment.

- Reps typically lose between 3 to 5 hours each week strictly on administrative tasks. - For a sales force of 100 representatives, the financial cost of non-selling administrative time exceeds $1.3 million annually. - Clunky mobile workflows lead to low CRM adoption, leaving leadership without reliable field data.

---

[01:32](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=92s) Myko AI: An End-to-End Voice Action Platform

Addressing CRM resistance requires more than just speech-to-text note dictation; it requires turning spoken commands into complete business actions. Sales reps universally push back against administrative overhead, asking, "Why should I use this?" Myko AI resolves this friction by acting as a comprehensive voice execution layer. Rather than merely logging summaries, reps can speak to trigger full operational workflows, such as assembling proposals, generating quotes, logging structured activities, and ordering product samples across custom CRM objects.

```mermaid flowchart LR accTitle: Myko AI Voice Action Architecture subgraph Input["Voice Interface"] V["Field Rep Voice Input"] end subgraph MykoLayer["Myko AI Platform"] G["Compliance Scanner Life Sciences / Regulated"] E["Action Engine Quotes, Samples, Logging"] end subgraph EnterpriseBackbone["Native Systems & Data"] CRM["CRMs: Salesforce, Veeva, Dynamics"] DB["Data Warehouses: MS Fabric, AWS"] Chat["Front-Ends: Slack, Microsoft Teams"] end V --> G G --> E E --> CRM E --> DB E --> Chat ```

To eliminate adoption friction, the platform embeds directly into the front-end software reps already use every day—including Salesforce, Microsoft Dynamics, Veeva, Slack, and Microsoft Teams—eliminating the need to download or learn separate standalone applications. On the back end, the engine connects natively to enterprise databases and cloud warehouses like Microsoft Fabric and AWS to fetch deep account data. For heavily regulated sectors such as life sciences and pharmaceuticals, Myko includes an automated compliance scanning layer to ensure non-compliant phrasing or sensitive details do not enter the system unvetted. The core value proposition presented to thousands of field reps is simple: "We make it easy enough to use the CRM that you actually do."

- Functions as a complete action platform to generate quotes, send proposals, and order product samples via voice. - Natively integrates into Salesforce, Microsoft Dynamics, Veeva, Microsoft Fabric, AWS, Slack, and Microsoft Teams. - Features built-in automated compliance checks tailored for strictly regulated industries like life sciences.

---

[03:40](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=220s) Pre-Meeting Intelligence, Post-Call Execution, and Autonomous Coaching

Myko AI supports field representatives across the full lifecycle of a customer visit, starting with pre-meeting preparation. Instead of forcing reps to hunt through disparate Microsoft Dynamics dashboards or Power BI reports before walking into an account, the platform consolidates and surfaces critical account intelligence into a single interface. Reps can instantly review recent team interactions, open customer support tickets, outstanding invoices, and historical order trends. Immediately following the appointment, reps can dictate everything that occurred while walking back to their vehicle, allowing the system to update custom objects, issue proposals, and log activities on the fly before they ever drive home.

```mermaid flowchart TD accTitle: End-to-End Meeting Lifecycle with Myko AI subgraph Stage1["1. Pre-Meeting Prep"] P1["Query Invoices, Tickets & Ordering History"] end subgraph Stage2["2. Post-Meeting Action"] P2["Dictate Notes in Parking Lot / Car"] P3["Auto-Update CRM & Dispatch Proposals"] end subgraph Stage3["3. Real-Time Coaching & CI"] P4["Immediate Field Feedback & Product Trends"] P5["Next-Best-Action Prompts e.g., Local Regulations, Campaigns"] end Stage1 --> Stage2 Stage2 --> Stage3 ```

Beyond saving administrative hours, gathering structured data in real time unlocks high-velocity management insights and automated coaching. Rather than waiting three to six months for competitive intelligence teams to compile quarterly trends, sales managers receive weekly aggregate reporting on competitor mentions, struggling product SKUs, and immediate customer sentiment within days. Furthermore, the voice agent acts as a proactive, bi-directional coaching assistant directly in the field. When a rep finishes dictating notes, the AI can immediately prompt them with timely, contextual selling strategies—such as reminding them about a recent regulatory change in Louisiana or highlighting special pricing campaigns for customers using competitor platforms like Square.

- Consolidates pre-meeting checks into one view: recent touchpoints, unpaid invoices, open support cases, and ordering pattern trends. - Automatically handles post-meeting execution from the rep's car, including custom CRM objects and sample ordering. - Compresses competitive intelligence feedback loops from 3–6 months down to real-time weekly managerial digests. - Provides interactive, on-the-spot coaching prompts based on newly launched marketing campaigns and jurisdictional regulations.

---

[07:02](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=422s) Enterprise Traction and Scaled Deployment

Myko AI has scaled its voice automation platform across major enterprise sales organizations, powering daily operations for thousands of field sellers at global brands such as Toast and Bausch & Lomb. By removing administrative friction directly at the point of sale, enterprise field forces reclaim hundreds of collective selling hours while providing executive leadership with complete, real-time pipeline visibility. Concluding the session, co-founder and CEO Trevor Lee invited attendees interested in deploying field voice agents to visit the Myko AI team at booth 618.

- Deployed at scale across enterprise customers, including Toast and Bausch & Lomb. - Actively utilized by thousands of field representatives to eliminate hundreds of hours of manual administrative burden.

## Notable quotes > [00:04](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=4s) Historically outside sales teams have been overlooked when it comes to software designed specifically for them. — Trevor Lee

> [00:04](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=4s) We are be going to explore how field sellers are the perfect first use case for AI to streamline. — Trevor Lee

> [01:32](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=92s) Why should I use this?

> [01:32](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=92s) We make it easy enough to use the CRM that you actually do. — Trevor Lee

## Mentioned Trevor Lee, Myko AI, Ai4, Salesforce, Microsoft Dynamics, Veeva, Microsoft Fabric, AWS, Slack, Microsoft Teams, Power BI, Square, Toast, Bausch & Lomb

## Video description Trevor Lee - Cofounder and CEO, Myko AI

Historically outside sales teams have been overlooked when it comes to software designed specifically for them. We are be going to explore how field sellers are the perfect first use case for AI to streamline. We'll walk through in this presentation how you can help support your teams with various use cases from pre-meeting prep to post call admin with AI. If you have an outside sales team that struggles with CRM adoption come join us!

[Source](https://www.youtube.com/watch?v=4YaSTTXQX-Q)

中文简报

Myko AI部署语音工具，挽回外勤销售损失的130万美元工时 每100名外勤代表每年因手动录入CRM数据而损耗超过130万美元，而只有当语音智能体能够执行完整的业务操作而非单纯转录通话时，这一瓶颈才能得以解决。 外勤销售代表通常每周因繁琐的移动端CRM数据录入而耗费3至5个小时，导致企业每百名代表每年因销售能力浪费而损失超过130万美元。Myko AI通过构建语音驱动的行动引擎化解了这一应用瓶颈，该引擎原生集成至Salesforce、Microsoft Dynamics和Veeva等平台，能够执行生成报价、提交提案和订购样品等复杂工作流。该系统将拜访前的客户情报整合至单一视图，允许代表在拜访结束后（如在停车场）立即更新信息，在提供实时现场辅导提示的同时加快竞争情报流转。目前该平台已在Toast和Bausch & Lomb等企业级客户中规模化部署，不仅挽回了损失的销售时间，还确保了销售管线可见性的准确。 外勤销售代表每周在 Salesforce、Veeva 等移动端 CRM 的繁琐手动录入上耗费 3 到 5 小时；以百人销售团队计算，每年造成的非销售时间损失超过 130 万美元，并导致关键管道数据缺失。 (0:04) Myko AI 构建了端到端语音执行引擎，不仅能转录语音笔记，还能直接触发报价生成、方案发送及样品订购等业务流程，并内置合规扫描以满足生命科学等强监管行业要求。 (1:32) 该平台原生集成于 Slack、Microsoft Teams、Salesforce 及 AWS 等现有工具中，可为代表一站式聚合拜访前的情报，包括未结发票、服务工单与订单历史。 (3:40) 代表拜访后在车内口述即可自动更新自定义 CRM 对象，同时平台将竞对情报反馈周期从数月压缩至每周，并提供针对特定法规和营销活动的实时销售指导提示。 (3:40) Myko AI 目前已在 Toast 和 Bausch & Lomb 等大型企业规模化部署，支持数千名外勤代表日常使用以夺回销售时间并提升数据能见度。 (7:02)

Reading summary

Traditional customer relationship management software imposes heavy administrative burdens on field sales representatives, costing organizations significant selling time and compromising data quality. According to Myko AI, converting spoken dictation directly into automated enterprise workflows enables field reps to capture account data and execute back-office operations in real time. Administrative Friction and the Financial Toll on Field Sales (0:04) Field representatives spend their working hours traveling to meet prospective clients, yet enterprise platforms such as Salesforce, Microsoft Dynamics, and Veeva require tedious manual data entry through complex mobile interfaces. Completing picklists, finding contact records, and filling dropdown menus takes several minutes per visit. Because representatives rarely have the time to complete extensive mobile forms from their cars, crucial interaction data often goes unrecorded, leaving leadership with pipeline blind spots and impeding AI next-best-action initiatives. This administrative overhead consumes an estimated three to five hours per representative each week. For an enterprise sales organization with approximately 100 field sellers, this lost time equates to more than $1.3 million annually in non-selling capacity, depressing revenue, lowering conversion rates, and hurting quota attainment. Turning Spoken Commands into Native Enterprise Workflows (1:32) Rather than relying strictly on basic speech-to-text dictation, Myko AI functions as a voice execution engine designed to trigger end-to-end business actions. Representatives can verbally instruct the system to assemble customer proposals, generate quotes, log structured interactions, and order product samples across custom CRM objects without navigating multi-step mobile menus. To minimize user resistance, the platform embeds directly into tools representatives already use, including Salesforce, Veeva, Microsoft Dynamics, Slack, and Microsoft Teams, avoiding the need for standalone apps. The system connects on the back end to cloud data warehouses such as Microsoft Fabric and AWS to retrieve account records. For regulated environments like life sciences and pharmaceuticals, the platform includes an automated compliance scanning layer to detect and restrict improper phrasing before information is committed to the CRM. Full-Lifecycle Account Intelligence and In-Field Coaching (3:40) The platform assists sales personnel across every phase of an account visit. Prior to meetings, it aggregates disparate data from dashboards and Power BI reports into a single view, surfacing recent interactions, open support cases, unpaid invoices, and historical purchasing trends. Immediately after a visit, representatives can dictate notes from their vehicles to update custom CRM fields and dispatch proposals before driving away. Capturing structured data at the point of sale also accelerates executive visibility and enables autonomous field coaching. Instead of waiting three to six months for quarterly competitive intelligence reviews, managers receive weekly summaries of competitor mentions, SKU performance, and customer sentiment. Concurrently, the platform provides bi-directional prompts to the seller—such as highlighting local regulatory shifts in Louisiana or reminding them of targeted marketing incentives when competing against platforms like Square. Enterprise Deployment and Realized Capacity (7:02) The voice platform has been deployed across enterprise sales forces, supporting thousands of field personnel at organizations such as Toast and Bausch & Lomb. Co-founder and CEO Trevor Lee notes that by shifting administrative tasks to ambient voice interactions, enterprise sales teams are able to reclaim hundreds of selling hours while giving executive leadership reliable, real-time pipeline visibility. Myko AI focuses on overcoming mobile CRM adoption barriers by turning voice inputs into structured actions across existing enterprise tech stacks; the long-term impact depends on how reliably automated compliance and workflow triggers perform across complex, highly regulated industries.

Detailed notes — zh

## Background 本内容由 Ai4 于 2026 年 8 月 15 日在 YouTube 平台发布，主讲人为 Myko AI 联合创始人兼 CEO Trevor Lee。视频主要探讨外勤销售团队长期以来被传统软件忽视的现状，并介绍如何借助专属 AI 语音智能体打通会前准备与会后行政等全流程，解决销售排斥 CRM 系统的痛点。 ## TL;DR Trevor Lee 指出外勤销售因繁重且难用的 CRM 录入每周耗费数小时行政时间，导致企业蒙受巨大隐性财务损失与数据缺失。Myko AI 打造了原生嵌入销售现有工作流的端到端语音 Agent，不仅能让销售通过语音快速完成提案起草、报价和样品订购等 CRM 操作，还能提供会前客户全貌拉取。更关键的是，它将一线真实数据回传并转化为即时车载辅导与敏捷竞情洞察，帮助包括 Toast 和博士伦在内的企业实现全自主外勤销售支持。 ## Atmosphere & style 演讲整体风格务实、直击行业痛点且节奏明快。Trevor 开场以犀利直白的话语指出“人人都讨厌 Salesforce 等传统 CRM”，迅速抓住受众共鸣；即使现场幻灯片偶发卡顿，他也毫不慌乱、游刃有余地切入场景细节，展现出极强的专业自信与落地说服力，让听众深刻感受到针对外勤销售场景量身定制 AI 工具的实用价值与商业潜能。 ## Key takeaways - [00:04](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=4s) 传统 CRM 系统因移动端交互繁琐而遭外勤销售排斥，导致一线真实业务数据脱漏，使管理层的 AI 决策支持沦为空谈。 - [00:04](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=4s) 外勤销售每周耗费 3 至 5 小时处理纯行政杂务，百人规模团队每年造成的闲置成本损失超过 130 万美元。 - [01:32](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=92s) Myko 定位为端到端行动平台而非单纯记录工具，销售可通过自然语音直接触发起草提案、发送报价和下单等 CRM 操作。 - [01:32](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=92s) 产品原生嵌入 Salesforce、Dynamics、Teams 与 Slack 等现有工作流，销售无需切换或下载独立 App 即可使用。 - [01:32](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=92s) 平台原生打通 Microsoft Fabric 与 AWS 等底层数据源，并内置针对生命科学等强监管行业的自动合规扫描机制。 - [03:35](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=215s) 会前背景一键拉取：通过语音快速聚合历史沟通记录、未付发票、支持工单及采购趋势，免去翻查复杂报表的麻烦。 - [03:35](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=215s) 会后车载即时闭环：销售在车内即可口述完成拜访记录并自动同步至 CRM 自定义对象，将杂务在现场即刻消化。 - [05:00](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=300s) 将传统依赖分析团队需 3 至 6 个月才能输出的市场与竞品反馈周期，大幅缩短至数天以内的实时响应。 - [05:00](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=300s) 车载实时智能辅导：智能体在销售离场记忆犹新时主动交互，即时提醒最新业务法规与针对竞品的优惠话术。 - [05:00](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=300s) 全自主外勤销售智能体覆盖端到端销售漏斗，实现从“找谁谈、谈什么”到商机推进的全流程闭环赋能。 - [05:00](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=300s) 方案已在餐饮 SaaS 巨头 Toast 和医疗健康企业博士伦等大型机构规模化落地，每日服务数千名一线外勤销售。 ## Detailed walkthrough ### [00:04](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=4s) 外勤销售与传统 CRM 的脱节与高昂隐形成本 Myko 联合创始人兼 CEO Trevor Lee 登台指出，公司的核心目标是为外勤销售团队（outside sales teams）打造专属的语音智能体（Voice Agent）。他直言不讳地指出了行业痛点：“人人都讨厌 Salesforce，人人都讨厌 Microsoft Dynamics 和 Veeva。从本质上讲，CRM 系统普遍难用，而且与当前的 AI 时代严重脱节。”对于整天奔波在外的一线销售代表而言，开完会后根本没有时间坐在车里花 5 分钟去翻 Salesforce 移动端应用添加联系人或层层选择下拉菜单，这导致一线发生的真实对话数据从未真正录入系统，企业所设想的基于 AI 的“下一步最佳行动（Next Best Action）”也因此沦为空谈。 销售代表将大量时间耗费在非销售行政事务上，给企业带来了巨大的隐形成本。对于高薪聘请的企业级销售团队，企业的初衷是让他们外出拿单，而不是把时间浪费在填写各种下拉选单、挑选列表（pick lists）和核对联系人姓名上。这种行政负担严重侵蚀了企业的顶线营收（top-line revenue），而多数企业对此类隐形损耗的严重性往往缺乏足够预估。 - **行政时间损耗**：外勤销售每周通常要花费 3 至 5 个小时处理纯行政杂务。 - **财务成本量化**：对于一个规模约 100 人的销售团队，仅行政闲置时间每年造成的损失就超过 130 万美元（$1.3M+）。 - **机会成本**：行政负担不仅直接挤占了销售时间，还严重拖累了转化率以及潜在的业务增长空间。 --- ### [01:32](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=92s) 告别繁琐录入：面向行动的原生嵌入式语音 Agent 面对“销售本就排斥 CRM，为何会愿意使用新工具”的普遍质疑，Trevor 强调 Myko 并不是一个单纯用来“记录笔记”或更新字段的工具，而是一个端到端的“行动平台”（end-to-end action platform）。无论是起草商业提案、发送报价单、记录拜访活动，还是为客户订购产品样品，只要是底层 CRM 支持的操作，销售代表都可以完全通过自然语音指令在数秒内执行完毕。 在系统架构与兼容性上，Myko 原生打通了各类核心业务系统与底层数据源，包括主流 CRM（Salesforce、Microsoft Dynamics、Veeva）以及数据基础设施（Microsoft Fabric、AWS）。针对生命科学（Life Sciences）等高度监管的行业，平台内置了自动合规扫描器（compliance scanner），确保敏感数据在入库前经过严格的合规校验。此外，Myko 原生嵌入到销售已在使用的前端系统（如 Salesforce、Dynamics、Veeva，以及 Slack 和 Teams），销售无需下载独立 App 即可直接在原有工作流中操作。Trevor 总结道，Myko 成功打动数千名销售的核心逻辑在于：“我们让 CRM 变得足够简单易用，以至于你真的会去用它。” ```mermaid flowchart TD accTitle: Myko 语音智能体架构与工作流 subgraph InputStage["销售交互端（原生嵌入）"] A["销售代表语音指令<br/>（车载 / 现场移动端）"] --> B["嵌入式交互界面<br/>（Salesforce / Dynamics / Veeva / Teams / Slack）"] end subgraph CoreEngine["Myko 智能引擎与合规层"] B --> C["Myko 语音 Agent 引擎"] C --> D{"自动合规扫描器<br/>（生命科学等强监管行业）"} end subgraph ActionExecution["后端系统与自动化执行"] D -->|合规通过| E["底层数据源接入<br/>（Microsoft Fabric / AWS）"] D -->|合规通过| F["CRM 端到端行动触发"] F --> F1["生成提案 / 报价单"] F --> F2["活动日志自动归档"] F --> F3["样品与产品下单"] end ``` --- ### [03:35](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=215s) 拜访前全景准备与拜访后即时闭环 尽管现场幻灯片突发短暂卡顿，Trevor 依然自如地切入核心场景，详述 Myko 如何在外勤销售拜访的前后全流程中提供端到端支持。在外勤销售准备拜访客户前，系统通过聚合多源数据实现智能预备（Pre-meeting prep）：销售无需再去翻找复杂的 Microsoft Dynamics 仪表盘或 Power BI 报表，只需通过语音即可一处调取所有关键业务背景，迅速掌握与该客户的历史互动及账户全貌。 当销售走出客户大门坐回车里，会后管理（Post-meeting admin）能够立刻完成闭环。销售代表不必再把繁琐的杂务拖到晚上回家处理，在车内即可口述完成拜访记录、起草方案、触发报价，或发起样品寄送，系统甚至完美兼容企业在 CRM 中配置的各类自定义对象（custom objects）。 - **会前背景一键拉取**： - 上一次公司团队与该账户沟通的时间与具体内容； - 客户当前是否存在未付发票（outstanding invoices）； - 是否有进行中的客户支持工单（open customer support tickets）； - 客户近期的订购趋势与历史采购模式变化。 - **会后车载即时执行**： - 实时语音记录会议纪要与活动日志； - 自动起草并发放定制化商业方案与报价单； - 跨 CRM 标准与自定义对象自动下单、调配样品。 --- ### [05:00](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=300s) 从实时管理洞察到车载即时辅导（Next Best Action） 当销售代表开始主动且持续地向系统输入一线真实数据时，企业级价值便迎来了质的飞跃。首先是在管理层洞察与辅导方面，管理者每周都能实时掌握一线市场脉搏：过去一周哪些竞品被频繁提及？哪些产品 SKU 销售受阻？客户对新产品有哪些真实反馈？这种机制将以往依赖竞情分析团队耗时 3 到 6 个月才能呈现的数据反馈周期大幅缩短到了数天之内。 更具突破性的是“实时车载智能辅导”。当销售离开拜访现场走向汽车并口述纪要时，语音 Agent 不再只是被动记录，而是能结合最新业务动态与销售主动互动、即时反问。例如，智能体会主动提醒：“你刚才向客户提到路易斯安那州最新通过的相关法案了吗？根据该法案我们现在可以开展某项新业务”；或是提醒：“得知对方正在使用 Square，你有没有向他们介绍我们 3 天前刚推出的针对性优惠费率？”这种在销售记忆犹新时提供的实时“下一步最佳行动”辅导，构成了全自主外勤销售智能体（autonomous sales agent）的核心闭环，从“找谁谈、何时谈、谈什么”一直覆盖到整个销售漏斗的端到端推进。 - **竞情洞察周期提速**：将数月周期的市场与竞品情报反馈压缩至数天级实时响应。 - **实时现场辅导机制**：在销售刚结束拜访、信息最鲜活的黄金时间，即时提供针对性话术与政策提醒。 - **企业级规模化验证**：Myko 目前已在餐饮 SaaS 巨头 Toast、医疗健康企业博士伦（Bausch & Lomb）等大型企业深度落地，每天服务数以千计的一线外勤销售，累计为企业节省数百小时的行政损耗。 - **展位互动**：演讲最后，Trevor 邀请现场参会者前往 618 展位体验交流。 ## Notable quotes > [00:04](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=4s) 人人都讨厌 Salesforce，人人都讨厌 Microsoft Dynamics 和 Veeva。从本质上讲，CRM 系统普遍难用，而且与当前的 AI 时代严重脱节。 — Trevor Lee > [00:04](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=4s) 对于整天奔波在外的一线销售代表而言，开完会后根本没有时间坐在车里花 5 分钟去翻 Salesforce 移动端应用添加联系人或层层选择下拉菜单 — Trevor Lee > [00:04](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=4s) 对于一个规模约 100 人的销售团队，仅行政闲置时间每年造成的损失就超过 130 万美元（$1.3M+）。 — Trevor Lee > [01:32](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=92s) Myko 并不是一个单纯用来“记录笔记”或更新字段的工具，而是一个端到端的“行动平台”（end-to-end action platform）。 — Trevor Lee > [01:32](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=92s) 无论是起草商业提案、发送报价单、记录拜访活动，还是为客户订购产品样品，只要是底层 CRM 支持的操作，销售代表都可以完全通过自然语音指令在数秒内执行完毕。 — Trevor Lee > [01:32](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=92s) 我们让 CRM 变得足够简单易用，以至于你真的会去用它。 — Trevor Lee > [03:35](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=215s) 销售无需再去翻找复杂的 Microsoft Dynamics 仪表盘或 Power BI 报表，只需通过语音即可一处调取所有关键业务背景 — Trevor Lee > [03:35](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=215s) 销售代表不必再把繁琐的杂务拖到晚上回家处理，在车内即可口述完成拜访记录、起草方案、触发报价，或发起样品寄送 — Trevor Lee > [05:00](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=300s) 这种机制将以往依赖竞情分析团队耗时 3 到 6 个月才能呈现的数据反馈周期大幅缩短到了数天之内。 — Trevor Lee > [05:00](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=300s) 当销售离开拜访现场走向汽车并口述纪要时，语音 Agent 不再只是被动记录，而是能结合最新业务动态与销售主动互动、即时反问。 — Trevor Lee > [05:00](https://www.youtube.com/watch?v=4YaSTTXQX-Q&t=300s) 这种在销售记忆犹新时提供的实时“下一步最佳行动”辅导，构成了全自主外勤销售智能体（autonomous sales agent）的核心闭环 — Trevor Lee ## Mentioned Trevor Lee, Myko AI, Salesforce, Microsoft Dynamics, Veeva, Microsoft Fabric, AWS, Slack, Microsoft Teams, Power BI, Square, Toast, 博士伦 (Bausch & Lomb) ## Video description Trevor Lee - Cofounder and CEO, Myko AI Historically outside sales teams have been overlooked when it comes to software designed specifically for them. We are be going to explore how field sellers are the perfect first use case for AI to streamline. We'll walk through in this presentation how you can help support your teams with various use cases from pre-meeting prep to post call admin with AI. If you have an outside sales team that struggles with CRM adoption come join us! [Source](https://www.youtube.com/watch?v=4YaSTTXQX-Q)

Source quotes

[0:04] Trevor Lee: 人人都讨厌 Salesforce，人人都讨厌 Microsoft Dynamics 和 Veeva。从本质上讲，CRM 系统普遍难用，而且与当前的 AI 时代严重脱节。 [0:04] Trevor Lee: 对于整天奔波在外的一线销售代表而言，开完会后根本没有时间坐在车里花 5 分钟去翻 Salesforce 移动端应用添加联系人或层层选择下拉菜单 [0:04] Trevor Lee: 对于一个规模约 100 人的销售团队，仅行政闲置时间每年造成的损失就超过 130 万美元（$1.3M+）。 [1:32] Trevor Lee: Myko 并不是一个单纯用来“记录笔记”或更新字段的工具，而是一个端到端的“行动平台”（end-to-end action platform）。 [1:32] Trevor Lee: 无论是起草商业提案、发送报价单、记录拜访活动，还是为客户订购产品样品，只要是底层 CRM 支持的操作，销售代表都可以完全通过自然语音指令在数秒内执行完毕。 [1:32] Trevor Lee: 我们让 CRM 变得足够简单易用，以至于你真的会去用它。 [3:35] Trevor Lee: 销售无需再去翻找复杂的 Microsoft Dynamics 仪表盘或 Power BI 报表，只需通过语音即可一处调取所有关键业务背景 [3:35] Trevor Lee: 销售代表不必再把繁琐的杂务拖到晚上回家处理，在车内即可口述完成拜访记录、起草方案、触发报价，或发起样品寄送 [5:00] Trevor Lee: 这种机制将以往依赖竞情分析团队耗时 3 到 6 个月才能呈现的数据反馈周期大幅缩短到了数天之内。 [5:00] Trevor Lee: 当销售离开拜访现场走向汽车并口述纪要时，语音 Agent 不再只是被动记录，而是能结合最新业务动态与销售主动互动、即时反问。 [5:00] Trevor Lee: 这种在销售记忆犹新时提供的实时“下一步最佳行动”辅导，构成了全自主外勤销售智能体（autonomous sales agent）的核心闭环

Source quotes

[0:04] Trevor Lee: Historically outside sales teams have been overlooked when it comes to software designed specifically for them. [0:04] Trevor Lee: We are be going to explore how field sellers are the perfect first use case for AI to streamline. [1:32] Why should I use this? [1:32] Trevor Lee: We make it easy enough to use the CRM that you actually do.

Original transcript

[0:04] Hello, my name is Trevor Lee. I'm the co-founder  CEO here at Myko. And what we do is we're bringing [0:10] voice agents to outside sales teams. So, um it's  no surprise everybody hates Salesforce. Everybody [0:17] hates Microsoft Dynamics, Viva, CRMs in general  are a software that is particularly hard to use [0:25] and maladapted for the AI world. What this means,  especially for reps in the field, the data doesn't [0:31] actually make it into the system based on the  conversations they're having. So, everybody wants [0:36] AI, everybody wants to do next best action with  AI. Especially for reps in the field, they don't [0:41] have time to sit there and spend 5 minutes adding  a contact going through the Salesforce mobile app. [0:47] And so, that causes real pain within the  organization. The cost of inactive time, if your [0:53] reps are spending three, four, five hours a week  on sales admin, that's time they're not selling. [1:00] And if you've got an enterprise sales team,  you're paying them a lot of money to sell. [1:03] You're not paying them to go fill out pick lists,  drop-downs, find the right names of the contacts. [1:09] And so, for about 100 reps a year,  it's a little bit over $1.3 million. [1:16] It really hurts top-line revenue. So, I  think a lot of companies underestimate [1:21] how much their reps could be selling more, how  much less time they could be spending on admin, [1:27] and even how much better their conversion  rates and other pieces could be. [1:32] Now, as we think about how this actually  translates to the rep experience, [1:38] one of the big questions I get asked are, "Do  reps actually want this, right?" Salespeople hate [1:44] entering in the CRM, they hate filling out  information. So, why would this be any different? [1:51] What we've built is a voice agent to help reps  interact with their system. It's not about [1:58] inputting notes. It's not about just updating  information. It's an end-to-end action platform. [2:04] Everything they need to do from sending  out quotes, putting together proposals, [2:08] logging that activity, ordering samples. If  it's an action item in the underlying CRM, [2:15] we enable the reps to carry out that action  using voice. Connects natively into both CRM, [2:22] so Salesforce, Viva, Dynamics, as well as other  internal databases, so your Microsoft Fabrics, [2:28] your AWS, are able to pull data from the multitude  of data sources that your organization might have [2:34] to help your prep reps better handle the admin.  We've also got a automatic compliance scanner for [2:40] people in more highly regulated environments  life sciences, where you don't want certain [2:44] information going into your system without  going through some levels of compliance checks. [2:50] The product itself embeds natively into front-end  systems where your reps already are. So, [2:56] in Salesforce, in Dynamics, in Viva, even in Slack  and Teams. We think about these embedded AI agents [3:04] as an opportunity to meet the reps where they are  when they're already working. Now, the benefit of [3:10] this is the reps don't need new software, they  don't need to download an app on their phone, [3:14] they can ultimately embed this into their native  workflows. The biggest pushback you can imagine [3:19] from reps is, "Why should I use this?" It's  the same thing of, "Why should I use my CRM?" [3:25] Our pitch that we've successfully  made with now thousands of reps, [3:29] we make it easy enough to use  the CRM that you actually do. [3:35] So, what does this look like  from uh product standpoint? [3:40] It looks like this slide froze a little bit  on me here. No. Okay. Well, it looks like [3:46] the slide froze, so we'll stay on this one for a  little. But, ultimately, we think about this as [3:50] an end-to-end platform for the actions that reps  need to take. So, how do we enable pre-meeting, [3:58] post-meeting, and then what do you  do with that data as an organization? [4:02] Why is it important for your teams to use  the CRM? What can you do with that data? [4:08] So, as we think about the pre-meeting  preparation for these outside sales teams, [4:13] that's where we can help them get When was the  last time someone from my company talked to this [4:17] account? Do they have any outstanding invoices? Do  we have any open customer support cases for them? [4:23] Do we have any tickets? Have there been any trends  in their ordering patterns? All of that rich and [4:28] granular information that would be relevant  for that rep to go into instead of them going [4:33] through Microsoft Dynamics dashboards or Power  BI, we can pull it in one native place for them. [4:40] Then we handle that post-meeting. They walk  out of the meeting, they're in their car. How [4:44] do we handle everything they need to do so they  don't have to go back home and do that at night? [4:49] So, that's logging the activity, that's sending  out the proposal, putting together the quote, [4:54] ordering samples, ordering products, anything in  the CRM across custom objects, we can support and [5:00] enable. Now, saving reps time is great. How  do we actually translate that to real value? [5:09] As an organization, once you start  getting your reps inputting information, [5:13] once you start getting them actively updating  the CRM, we can start doing two things. [5:18] One, we can help managers with coaching. So, we  can give managers on a weekly basis insights into [5:25] what their teams are talking about in the field.  Have there been competitors that have been coming [5:29] up in more conversations this past week? Are  there certain SKUs or products of ours that aren't [5:34] selling as well? What type of feedback are we  getting from our customers? How do we create and [5:40] shorten that feedback loop? So, now your managers  are getting that in real time in days instead of [5:45] in 3 months or 6 months when your competitive  intelligence team starts surfacing that data. [5:51] As an organizational level, how do we start  building in those competitive intelligence [5:56] insights so that we can now start coaching  the reps with this voice agent in real time? [6:01] Your rep walks out of the meeting, they're  walking to their car, they dictate in their [6:05] phone everything they talked about. Instead of  just going on their way to the next appointment, [6:09] what if that voice AI agent could actually  respond to the rep? We say, "Hey, did you [6:14] actually talk about this new law that just passed  in Louisiana that says that we can now do XYZ?" [6:20] Did you tell them because they're a Square  customer that we can now offer more competitive [6:25] rates because of this new marketing initiative  we launched 3 days ago? So, how do we actually [6:29] build in that coaching, those next best action  insights, and that module so that when the [6:35] reps are still in the field, everything's  fresh, we can shorten that feedback loop, [6:41] tighten it, and get that data back to them. And  that's how we start thinking about this as a fully [6:46] autonomous sales agent for reps in the field.  How do we help them figure out who to go to, [6:52] when to go to them, what they should talk  about, and then after they have that meeting, [6:57] how do we coach them through end to end that  sales pipeline? So, with Mica, we've had a lot [7:03] of success doing this with enterprises. We've  got customers like Toast and Bausch & Lomb. [7:08] We've got hundreds and thousands of reps in the  field using this voice agent every single day [7:13] helping them handle hundreds of hours of  admin. So, I'm the founder, my name is [7:17] Trevor. If you have got any questions, we got  a booth over at 618. Great meeting everyone.