Action items that you agreed on

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(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 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:

The prospect’s reaction to certain parts of the demo
If you discussed pricing
Anything you learned about the prospect’s buying cycle
Timelines for your next steps
These are all relevant pieces of sales information bangladesh telegram data that will make your next sales call easier because they'll help you establish a general knowledge base for each potential customer.

3. Use an Automated Note-Taking App
Ah, automation, a breath of fresh air when it comes to taking notes on your sales calls! Sit back, relax, and let the AI take care of your notes.

Each tool manages this differently, so here are a few of the top options and how to get the most out of them:

Close: With Call Assistant, you never need to take notes manually again. Every call you make in Close is recorded, transcribed, and summarized using AI. All you need to do is click into your lead activity feed and check the most recent conversations.