Superkind for field sales

In field sales the same work follows every visit: writing the visit report, planning the follow-up, chasing the quote, updating the CRM. You hand this work to Superkinds. You describe it once in Slack, Teams or by email, they do it in your tools, and no quote goes out before you approve it.

Superkind Team

Every example is set at Schneider GmbH, a made-up company

Meet the field sales Superkinds

Four Superkinds, each with one clear job. They all share the same company knowledge, so the Quote Chaser knows the offer from the visit report

One customer visit, from meeting to quote

How a visit to a customer of Schneider GmbH runs through the four Superkinds

YouSlack

@Superkind I visited Berger today, they need three centrifugal pumps. Take care of the rest.

  1. Report Writer

    writes the visit report from your notes

    Visit report With your approval
  2. Meeting Planner

    plans the follow-up meeting and sends the invitation

    Meeting
  3. Quote Chaser

    follows up after five days if the quote hasn’t been answered

    Reminder
  4. CRM Updater

    updates the contact and the deal in the CRM

    CRM update
Result

The visit is documented, the follow-up meeting is booked.

HubSpotWordSharePoint

Report Writer: turns notes into a finished report

Takes your voice memo or bullet points and writes the visit report in Word, stores it in SharePoint and links it in HubSpot

sales
You17:30

@Superkind Write the visit report for Berger. Three centrifugal pumps, quote by Friday, contact Mr Lehmann.

Report WriterSuperkind17:33

Visit report is in SharePoint and waiting for your approval:

Visit report Berger – 12 Mar 2025Word document · Draft

Set up in three steps

  1. Write in Slack: "@Superkind, I need a Report Writer. Write the visit report from my notes after every meeting."

  2. Connect HubSpot, Word and SharePoint. Superkind adds the customer data from HubSpot.

  3. Set what never goes out alone: "No report without my approval."

Google CalendarOutlookHubSpot

Meeting Planner: makes sure the next meeting is booked

Checks your Google Calendar, finds the next free slot and sends the invitation via Outlook to the customer

Sales
You18:00

@Superkind Plan a follow-up with Berger in two weeks.

Meeting PlannerSuperkind18:02

Meeting planned and invitation sent:

  • Follow-up Berger Mon 26 Mar, 10:00 Done
  • Invitation to Mr Lehmann Done
  • CRM Meeting logged in HubSpot Done

Set up in three steps

  1. Write in Teams: "@Superkind, plan the follow-up after every visit."

  2. Connect Google Calendar, Outlook and HubSpot. Superkind finds the free slot and sends the invitation.

  3. Say how it works: "Always in the week after the visit." Superkind plans the meeting automatically.

HubSpotOutlookSlack

Quote Chaser: stays on it until the customer replies

Checks in HubSpot whether the deal has moved and sends a friendly reminder via Outlook after five days

sales
You9:00

@Superkind Has Berger responded to the quote?

Quote ChaserSuperkind9:01

Not yet. The quote has been open for five days. Shall I send a reminder?

  • Quote Berger 5 days open Waiting for you
  • Quote Richter GmbH confirmed Done
  • Quote Kraus KG 2 days open

Set up in three steps

  1. Write in Slack: "@Superkind, check every day if my quotes have been answered. If nothing comes in after five days, let me know."

  2. Connect HubSpot, Outlook and Slack. Superkind reads the deal status and the emails.

  3. Confirm the rule: reminders only go out when you approve them.

HubSpotGoogle CalendarOutlook

CRM Updater: your CRM is always current

Updates the contact, the deal and the activities in HubSpot after every visit with the data from your calendar and inbox

Sales
You18:30

@Superkind Update the Berger entry in HubSpot.

CRM UpdaterSuperkind18:31

HubSpot is up to date:

  • Contact Mr Lehmann, Purchasing Done
  • Deal 3 centrifugal pumps, quote open Done
  • Activity Visit on 12 Mar logged Done

Set up in three steps

  1. Write in Teams: "@Superkind, update the entry in HubSpot after every visit."

  2. Connect HubSpot, Google Calendar and Outlook. Superkind takes the data from the visit report.

  3. Say how it works: "Automatically after every visit." Superkind fills in everything.

Frequently asked questions

Does Superkind send quotes without me?

No. Superkind prepares the quote and shows it to you in Slack, Teams or by email for approval. It only goes out once you approve it.

Which tools do I need?

The ones you already have. Superkind has 1,700+ integrations, including HubSpot, Salesforce, Pipedrive, Google Calendar and Outlook. Nobody has to learn a new tool.

Do the Superkinds know about each other?

Yes. What one Superkind learns goes into your company knowledge, and every Superkind uses it. So the Quote Chaser knows the visit report and the quote.

What does it cost?

You can try Superkind for free, with up to 150 hours of work and no credit card. Business starts at €50 a month for unlimited users. €1 gets about one hour of work done. Every plan is on the pricing page.

Is my data safe?

Superkind keeps storage and AI models in the EU, is GDPR compliant and aligned with the EU AI Act. No model is trained on your data.

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