Voice to Text for Customer Success Managers
Your job is building relationships and driving outcomes, not typing endless documentation. Blurt lets you capture customer health updates, prep QBR materials, and draft renewal communications just by talking. Hold a button, speak your thoughts, release. Text appears wherever your cursor is — in Salesforce, Gainsight, Slack, Google Docs, anywhere. No more post-call typing marathons. No more losing insights because you couldn't document fast enough. Just talk and your words become text.
The Typing Problem
Documenting customer health after every call
You just finished a 45-minute customer call with critical insights about their adoption challenges, stakeholder changes, and upcoming renewal concerns. Now you need to log all of this in your CRM before the next call starts in 15 minutes. Your fingers fly across the keyboard, but you can only capture half of what was discussed. The other half — the nuances, the subtle warning signs — gets lost forever.
Preparing QBR presentations on tight deadlines
The quarterly business review is in two days and you have 12 accounts to prep. Each one needs a narrative about their journey, their wins, their challenges, and your recommendations. You know exactly what to say for each customer — you could explain it perfectly in conversation. But translating that knowledge into written slides takes hours you don't have. So the QBR materials end up generic and rushed.
Writing personalized onboarding materials
Every new customer deserves a customized onboarding plan that addresses their specific use case and goals. You have the knowledge in your head from the kickoff call. But typing out personalized welcome emails, training guides, and success plans for each account? That's another two hours per customer. So you copy-paste the template and hope it's good enough.
Crafting renewal communications that actually resonate
Renewal season means dozens of emails that need to feel personal, not automated. Each customer has a unique story — their wins, their growth, their relationship with your product. You could tell that story verbally in 60 seconds. But writing it out with the right tone and detail? That's 20 minutes per email, and you have 40 renewals this quarter.
Internal handoffs that lose critical context
A teammate is taking over one of your accounts and needs the full picture — the politics, the personalities, the unwritten history. You could explain it all in a 10-minute conversation. But documenting it properly in your CRM or handoff doc means an hour of typing. So you schedule a call instead, and when that teammate leaves, all that context walks out the door with them.
How It Works
Blurt works in every app CSMs use daily — Salesforce, Gainsight, ChurnZero, Slack, Gmail, Google Docs, Notion. Anywhere you can put a cursor.
Hold your hotkey
Press your chosen shortcut. A small indicator shows Blurt is listening.
Talk naturally
Speak your customer notes, email draft, or meeting prep. Blurt handles punctuation.
Release and done
Text appears at your cursor. No copying, no pasting, no extra steps.
Real Scenarios
Post-call customer health documentation
You just hung up with your largest account. The champion mentioned budget concerns, a new VP joining next month, and some feature gaps. Before your next call, hold your hotkey and talk through what you learned: 'Customer health update for Acme Corp. Call with Sarah revealed budget review happening in Q2. New VP of Operations starting March 15th, will need introduction meeting. Feature gap around reporting is causing friction with finance team. Recommended action: schedule exec alignment call before renewal.' Sixty seconds of talking, full context captured. Your CRM actually reflects reality.
Building QBR narratives quickly
You're staring at a blank slide deck for tomorrow's QBR. Instead of typing, hold the button and narrate: 'Acme has seen 40% increase in active users since last quarter. Key wins include successful rollout to APAC team and integration with their Salesforce instance. Challenges remain around reporting customization and mobile adoption. Recommendation for next quarter is to focus on executive engagement and expand to their European offices.' Slide content done in 30 seconds. Repeat for each section. QBR prep that took hours now takes minutes.
Writing personalized onboarding emails
A new customer just signed. They need a welcome email that references their specific goals from the sales process. Hold and speak: 'Hi Jennifer, welcome to Blurt. I'm excited to help you achieve your goal of reducing documentation time for your sales team by 50%. Based on our kickoff call, I've created a custom onboarding plan focusing on CRM integration and team training. Let's schedule our first check-in for next Tuesday.' Personal email drafted in 15 seconds instead of 5 minutes of typing and editing.
Quick Slack updates to internal teams
Sales wants to know if the expansion deal is still on track. Instead of typing, hold your hotkey: 'Quick update on Acme expansion. Just spoke with Sarah, they're still interested but pushing timeline to Q2 due to budget review. Recommend we loop in our exec sponsor for an alignment call next week. I'll send calendar invite today.' Response sent in 8 seconds. You're back to your actual work before the mental context fades.
Drafting renewal proposals with account history
Renewal is coming up and you need to craft a proposal that acknowledges the customer's journey. Hold and talk: 'Over the past year, your team has processed over 50,000 documents through our platform, saving an estimated 200 hours monthly. You've expanded from 15 to 45 users and successfully integrated with three additional systems. For your renewal, we're proposing a growth tier that includes the advanced analytics you requested and dedicated support.' Compelling renewal narrative in 20 seconds flat.
Creating customer success plans
Each account needs a documented success plan with goals, milestones, and metrics. You know what success looks like for this customer. Hold the button and say it: 'Success plan for TechCorp. Primary goal is reducing churn by 25% within six months. Key milestones include completing platform training by end of month one, integrating with their CRM by month two, and achieving 80% team adoption by month three. Success metrics are weekly active users, support ticket reduction, and NPS score improvement.' Full success plan documented in 45 seconds.
Account handoff documentation
You're transitioning an account to a colleague and they need the full context. Instead of scheduling a lengthy call or typing for an hour, hold your hotkey: 'Account context for DataFlow Inc. Main contact is Michael Chen, VP of Ops, prefers Tuesday morning calls. CFO Janet is the economic buyer, very data-driven, always ask for ROI metrics. Watch out for their IT director who prefers their legacy system. Key win last quarter was the automation project that saved them 30 hours weekly. Renewal is in September, they'll likely push for a discount, we have room for 10%.' Complete handoff context captured in 90 seconds.
Why Customer Success Managers choose Blurt over built-in dictation
| Blurt | macOS Dictation | |
|---|---|---|
| Activation | Single hotkey, instant start | Click microphone icon or double-tap Fn |
| Speed | Text appears in under 500ms | 2-3 second delay before transcription |
| Reliability | Consistent accuracy across long sessions | Often fails silently or times out mid-dictation |
| Business vocabulary | Handles terms like QBR, NPS, ARR, churn accurately | Struggles with industry acronyms and jargon |
| CRM compatibility | Works seamlessly in Salesforce, Gainsight, HubSpot | Inconsistent behavior in web applications |
Frequently Asked Questions
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