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Talk your way through CRM updates when typing isn't an option

July 24, 2025

You're driving home after a client meeting. Your phone is in the cupholder, hands on the wheel, but your brain is still processing the conversation. David mentioned they're expanding their team. Jennifer said they need the proposal by Friday instead of next week. You realized you forgot to ask about their budget timeline.

All important CRM updates. None of them convenient to handle while driving.

What usually happens next

You make a mental note to update everything when you get home. By the time you're at your computer, you've forgotten half the details or gotten distracted by other priorities. The CRM updates get pushed to tomorrow's to-do list.

What if you could just talk through the updates instead?

Voice updates that actually work

Voice memo to Quin:

"Add a note to David Martinez at CloudTech that they're expanding their team by 5 people. Update the Peterson Industries proposal deadline to this Friday instead of next week. Create a task to follow up about their budget timeline next Tuesday."

Result: All three CRM actions completed by the time you reach your driveway.

Voice updates make the biggest difference during commutes, when you're walking between meetings, traveling without laptop access, or spending family time when you want to quickly capture work thoughts without fully switching into work mode.

Beyond basic voice-to-text

Traditional voice-to-text just converts speech to typed text. You still have to figure out where that information goes and what to do with it. Voice updates to Quin handle the complete workflow—Quin updates contact records automatically, creates tasks with proper deadlines, files meeting notes in the right places, and writes follow-ups for your review.

Getting better results with specific instructions

The key to effective voice updates is being clear about what you need done. Vague requests lead to follow-up questions, while specific instructions let Quin handle everything accurately the first time.

Instead of: Remind me about that client
Say: Create a task to follow up with Amanda Chen about their renewal by next Wednesday

Instead of: Update contact info
Say: Add a note to Robert Kim's record that they mentioned hiring two new developers and will need additional licenses

Instead of: Schedule something
Say: Schedule a check-in call with Maria Santos for next Tuesday about the budget timeline

Being specific gets better results and ensures updates happen accurately.

When insights happen away from keyboards

Your best client insights happen when you're away from computers. Commuting, walking, exercising—these environments produce thoughtful processing of business relationships, but they're terrible for traditional data entry.

Voice updates let you act on insights immediately rather than adding them to mental to-do lists that may never get processed.

Once you start using voice for updates, you'll find it becomes faster than typing even when you do have keyboard access.

Ready to stop losing insights to inconvenient timing? Set up text messaging in your Quin account and start sending voice updates through your phone's messaging app. Your CRM will thank you, and so will your memory.

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