The prospect’s reaction to certain parts of the demo

[rifat28dddd]

Call recordings are great, and tools like Zoom will even transcribe your video calls. But there’s more to taking notes than just transcribing every word that was said on the phone call.

Let’s talk about how to make the most of your note-taking, and get actionable details that you can use post-call.

1. Keep Your Notes Accessible
Before 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.

A Google Doc might work for this, but your CRM system of choice is the best option. Why? Because then your notes will be stored in the same place as the rest of your prospect data.

For example, in Close, when you open a lead profile, you’ll see every interaction your team has had with that company, including any notes that you or your teammates have taken on calls.

6 Tips to Take Better Sales Call Notes - Make them Accessible with Close CRM
That means, no matter which team member talked to that person and took those call notes, the key points of the conversation are visible to anyone who needs to contact them in the future. Context FTW!

(Psst… Don’t forget, you can also get automated note-taking done in Close! Check it out here.)

2. Keep Your Notes Brief and Focused
No need to write the next War and Peace. Your conversation russia telegram data was cool, but your notes are there to help you remember the key points, not every word that was said. (And if, for some reason, you need to review the entire call, you should rely on the call recording, not your notes.)

So, what details do belong in your sales notes? Keep these three words in mind: “important,” “actionable,” and “insightful.”

Call notes might include details like:

If you discussed pricing
Anything you learned about the prospect’s buying cycle
Action items that you agreed on
Timelines for your next steps
These are all relevant pieces of sales information that will make your next sales call easier because they'll help you establish a general knowledge base for each potential customer.