![]() ![]() Why? Because then your notes will be stored in the same place as the rest of your prospect data.Įvery CRM handles sales notes a bit differently. The following pro tips, secret tricks, and ninja hacks will help! Pro Tip #1: Keep Your Notes Accessibleīefore we talk about how to write effective sales notes for your organization, make sure you have a secure and easily accessible place to store them.Ī Google Doc might work for this, but your CRM software of choice is the best option. 7 Tips to Maximize Your Sales NotesĬan we agree that high-quality sales notes are important? Great, now we just need to figure out how to write them. That way everyone benefits from them and the handoff between reps is buttery smooth. The best sales notes can be understood and used by your whole sales team. But if you're the only one who can understand your sales notes, you aren't spending your time as productively as you could be. If you can understand your sales notes, then you aren't wasting your time. Or have such tragic handwriting, it would take a team of forensic graphologists a year to decipher. They use shorthand that doesn’t correspond to any known language. Some salespeople write sales notes that only they can understand. Mistake #3: You Write Notes for You and You Only They should be short and sweet and only contain the essential information you need to close deals. Your meeting notes shouldn't take you an hour to put together. By the time they're done, they have a mountain of text to sort through-which they never do because that's zero fun. Too many sales reps write too many pages of notes. The second worst thing you can do in regards to sales notes is treat them like your debut novel. Repeat after me: sales notes are not word-for-word transcriptions of sales calls. That way you have the information you need to build a better sales process for your company.) Mistake #2: You Take Way too Many Notes (Note: not finishing your sales notes is just as bad. As such, the no-note-takers of the world often forget what they talked to potential customers about last time, neglect essential follow-up tasks, and generally frustrate the good folks they're trying to sell to. Why? Because it's too hard for one human brain to remember every important detail from the sales conversations they have. If you show up to your sales meeting, shoot the breeze with your prospect, pitch them a product or two, and then sign off without writing anything down, you won't make many sales. The worst thing you can do when it comes to sales notes is not take them. Don't worry in the next section, I'll give you all of the juicy deets you need to improve your note-taking skills and make sales at a consistent clip. How do you know if your notes are bad? If you make any of the mistakes below, it's safe to assume you don't take great notes. This is a problem because bad notes make it way harder to connect with prospects and close deals. You probably don't think about your sales notes that often. 3 Sales Note Mistakes You Might be Making And customer success teams can use them to learn about customer struggles and create handy FAQs.īasically, your sales notes have the power to revolutionize your company's entire pipeline. Marketing teams can use them to better understand their target audience and create better content. Sales notes can even help other departments within your company. You can share notes with your sales manager, too, which might help them assess your department's sales strategy, then make changes that increase sales. ![]() You can compare notes with colleagues, which could give them the insight they need to close a tough deal. Lastly, the sales notes you take will help everyone on your sales team, not just you. All you have to do is say, "Hold on one sec while I write that down…" Mission accomplished. Second, sales notes show you actually listen to your prospects, which will make said prospects feel heard, understood, and yes, even a little bit special.First, sales notes will help you remember the things you talk about during sales conversations, which will allow you to better serve your target audience.Your prospects and existing customers will benefit from them too. Sales professionals aren't the only ones who benefit from the note-taking process. You'll just look at your notes and have one of those oh-so-satisfying "Aha!" moments. You won't have to rack your brain to recall your new prospect's name, company, and pain points. Unless you're Sherlock Holmes and have a full-fledged mind palace in your cranium, you won't remember everything your prospects tell you on the phone.įortunately, effective note-taking will remove this burden from your shoulders. Here are three reasons to commit to your notes-even when writing them feels like pulling teeth. Before I teach you how to take sales notes, let's talk about why you should. ![]()
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