Field Meeting AI
Turn every conversation in the field into clear next steps.
Field Meeting AI captures meeting insights, updates your CRM, and drafts follow-ups instantly — so your sellers can stay focused on the relationship, not data entry.
12% of revenue potential is lost because critical deal data never makes it from the field to your CRM.
Your sellers can turn every conversation insight into notes, CRM updates, and ready-to-send follow-ups, before they're back in the car.
Every insight from the field, captured. None of the manual work.
Your sellers stay present in the meeting while Field Meeting AI does the heavy lifting. In the same platform your sellers use to present content, they can transcribe live multi-speaker conversations, capture voice memos, and upload photos for context.
- Speaker recognition attributes who said what, accurately in every conversation
- Multimedia note capture to combine live transcription, voice memos, and photos into a single, actionable summary
- Multilingual support that captures conversations across languages
- Custom vocabularies ensure your product names and industry terms are always right
Get real-time CRM data, without chasing reps for it.
Conversation context automatically pushes data to the right CRM fields, so deal records reflect what actually happened in the room and managers see pipeline reality.
- CRM Update Agent enriches deal records according to your sales process and custom fields
- Salesforce Integration updates deal records with no manual entry for reps
- User Notifications to alert managers when CRM updates are ready for review
Next steps drafted and ready to send, while the meeting's still fresh.
Personalized emails and digital sales room invites get drafted based on the live conversation— what came up, who said what, what was promised. Sellers review and send follow ups in one click, keeping your team top of mind with the customer.
Forecast from what's happening in the field, not from what reps remember to log.
Your teams back at HQ no longer have to guess which deals are progressing or why. Meeting activity, content usage data, and conversation analysis surface the insights needed to forecast with confidence, measure content ROI, and coach based on top performance.
- Presented Content Tracking to log which materials were shared so marketing can measure impact
- Activity Logging that turns meeting data into more accurate forecasts
- Coaching Insights urface what top performers do — and help the rest of the team do it too
Capture everything. Compromise nothing.
Your sellers have sensitive deal conversations every day. The Showpad Data + Trust Layer and our strict "zero-training" policy keep that intelligence yours — and only yours.
From field conversations to full deal intelligence.
GenieAI is the engine behind every AI capability in Showpad. Field Meeting AI captures what happens in the room. GenieAI takes it further — from preparation to close, across every deal.
AI for every moment that matters.
Frequently asked questions
Field Meeting AI is a capability in Showpad that turns in-person meeting conversations into structured notes, CRM updates, and follow-up emails. Your sellers capture everything they need during and right after the meeting — no manual data entry, no waiting until they’re back at a desk.
Your sellers can transcribe live multi-speaker conversations, record voice memos, or upload photos for extra context — all within the same Showpad platform they use to present content. Field Meeting AI then fuses these inputs into a single, editable meeting summary with opportunities, objections, next steps, and key deal data automatically extracted.
Field Meeting AI integrates with Salesforce and Microsoft Dynamics, automatically mapping meeting insights like stakeholders, next steps, and shared content to the right CRM fields. If your team already has Salesforce or Microsoft Dynamics enabled, no new development is needed.
Revenue leaders gain real-time visibility into pipeline activity and can forecast with confidence based on hard data instead of seller self-reporting. Marketing and enablement teams can finally measure the ROI of content and learning investments in the field, and spot skill gaps by analyzing what top performers do differently.