Before you start
You must have an active account with CompanyCam and Siro.ai to integrate.
Integrations are not available on Basic. Upgrade your plan to take advantage of this feature.
To start integrating the two, you need to have the Admin or Manager role. If you don't have that role, ask an Admin on your company's account for permission; here's what they'll need.
What is Siro.ai
Siro is an application on mobile devices that records, transcribes, and analyzes all in-person conversations. Siro’s mission is to make careers in field sales the most accessible path to financial freedom. Siro's AI is trained on millions of field sales conversations (and growing daily) to show leadership what's working in the field and help identify areas of improvement.
How it works
Siro’s integration with CompanyCam simplifies the job for owners and managers by providing a clear, reliable record of each job. With onsite photos automatically synced into Siro’s system, both leaders and field personnel gain a visual and audio record of every interaction, helping reps and technicians improve. Simply hit record in Siro, and watch photos seamlessly attach to each conversation.
What can you expect?
Ensure you have end-to-end visibility with not only photos taken at the job, but also where reps could have upsold the customer.
Protect yourself from liability by recording every field interaction and capturing photo evidence.
Unify your tech stack by being able to easily jump between your two sources of truth – Siro & CompanyCam.
FAQ's
How do I set this up?
How do I set this up?
To provision your account, simply have your Siro admin log into your CompanyCam account through the Integrations page in the Siro web dashboard. You can access this page via the menu in the top left.
Is this legal?
Is this legal?
Yes. There are 11 states that require consent to record. Thousands of techs seamlessly use Siro in these states simply by asking for permission to record.
How does the AI work?
How does the AI work?
Siro’s AI is trained on millions of face-to-face sales conversations, allowing Siro to pinpoint key moments within conversations and to suggest improvements.
Setup
If you need support integrating or have any issues with the integration, reach out to [email protected]
Want to make workflows even easier? Now that you've got your CRM up and running, check out other integration opportunities!