Taking Solid Sales Notes

Taking Notes

Salespeople often overlook the value of taking strong notes and simply trusting their memory to remember all the details of each client you speak with. With a number of prospects, this can become quite difficult and nearly impossible. So always remember to take strong notes.

Here are tips on note taking:

Objections and timelines. You will encounter prospects that have objections for purchasing or acquiring a new service. Maybe they have allotted their budget and cannot make another purchase until the next budget year. Whatever the case may be, document the details so you will know when to schedule a follow up call.

Personal Information. Some clients might mention upcoming plans including vacations, conferences or training. Document dates for future follow-up. Also document conversations you might have including, the weather, a ball game or maybe a new addition to their family. Use the acquired information for future call backs as it helps with rapport in future conversations.

Keep your notes brief. Gather all of the pertinent information needed for future call backs and sales but keep your notes brief but efficient with “need to know” information.

Use a CRM (customer relationship management) program to document prospects as well as help with future call backs. Organization is a huge factor in note taking and documentation for future business and closing rates.

How To Manage A Successful Sales Team

Sales team management takes experience and a game plan. The success of your business depends on a successful sales team. 

We have over 25 years experience managing sales teams, with a focus on HVAC appointment setting sales, refrigeration telemarketing, industrial sales appointment setting, mechanical lead generation, oil &  gas inside sales, and commercial sales team training.

Contact our telemarketing experts to find out how we can jump-start your business goals now.


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