Nobody likes being sold to, but everybody loves to purchase.
As a salesperson, it’s your job to close deals with your clients. But how can you do this without being pushy?
The answer is simple: use sales notes.
Sales notes are a powerful tool that top salespeople use to build a relationship with prospects.
By taking the time to write down important information, they can keep track of what the prospect is interested in and better understand their needs.
What are sales notes?
Sales notes are a way to keep track of key points and decisions made during a sales call.
Make sure your notes on sales are clear, concise, and organized.
Suppose you’re a salesperson who has just closed a deal with a new customer. You’re excited about the sale, but there’s always a chance that the customer could change their mind.
If you don’t have an account of how the customer’s decision developed then this sudden change of mind can throw you off track with no clue of what to do to get the deal back on.
But if you have a step by step account of the customers decision process with you then it’s like having a backup plan.
Now, even if the customer changes their mind, you have all the information you need to follow up, ensuring customer satisfaction.
Sales notes can help you close the deal.
Having a record of the customer’s needs and wants allows you to quickly tailor your pitch to their specific situation. This can be the difference between a “maybe” and a “definite yes” when it comes time to sign on the dotted line.
Keep a record of your client interactions to refresh your memory and generate new ideas for follow-up.
18 ways the best salespeople interact with prospects by using sales notes
1. To understand customer’s needs:
Your sales notes can help you understand what your customers are interested in based on the questions they ask.
Was the interaction friendly and easygoing, or was it tense and difficult? This can give you insight into how your customers feel about doing business with you.
Reviewing your sales notes can help you better understand your customers’ needs and tune your sales process accordingly.
How can TeleCRM help you achieve this?
- You can take detailed sales notes of every call and see that in a natural timeline.
- You can also search for customers by notes.
- You can use the filters to segment customers based on those notes.
Define steps, track sales history, guide your sales team
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Try Now2. To improve your product or service offering:
By taking the time to review your sales notes, you can identify areas where your product or service could be improved. This can be a great way to make your offering more competitive.
Take the time to review them regularly. This will help you identify any patterns or trends you can use to improve your offering.
Second, share your sales notes with your team. This will help everyone be on the same page and identify any areas that need improvement.
Finally, don’t be afraid to use your sales notes as a starting point for new product or service offerings.
How can TeleCRM help you achieve this?
You can search and filter sales notes based on specific keywords to gather data about all the leads/customers facing a particular issue. This can give you a quantitative idea of which issues in your product need to be addressed immediately and which ones can wait!
3. Look for patterns in your sales data and adjust your strategy accordingly
You might notice that you sell more products when you offer a discount. Or you might find that certain products are more prevalent in certain regions.
By understanding these patterns, you can make changes to your sales strategy that can help you boost your sales and improve your bottom line.
How can TeleCRM help you achieve this?
If your sales data is spread across different Excel sheets, it can be tough to get a clear picture of what’s happening.
That’s where a cloud-based CRM by TeleCRM comes in. With the help of this software, you can easily track and manage your sales data in one place. Plus, you can rest assured that your data is secure and accessible only to those who need it.
Also Read: Eight Must-Have Qualities Of A Sales Manager
4. To create marketing content, such as case studies or testimonials:
Simply review your sales notes and identify any particularly successful sales calls or situations. Then, create a summary of the case study or testimonial. Include
- The customer’s problem
- Your solution
- And the result.
Case studies and testimonials are great marketing tools that help you increase trust and credibility with potential customers.
You can create valuable marketing content by leveraging your sales notes to help you close more deals.
How can TeleCRM help you achieve this?
TeleCRM gives you easy access to your sales notes so you can quickly find the information you need and share them with your team so everyone is on the same page and can contribute to creating marketing content.
5. Checking the impact of your call quality on your overall goals:
You can look back at your sales notes over time, and you can identify any patterns or trends that may be emerging. This can help adapt your sales strategy to make it more likely that you will achieve your overall sales target and goals.
Most people miss out on massive growth opportunities because they get hyperfocused on numbers and don’t have the date to conduct such a qualitative analysis or improve their overall sales strategy.
How can TeleCRM help you achieve this?
If you have TeleCRM installed on your phone, then after every call, you get prompted to add call notes. Which makes it incredibly convenient and ensures that you never forget.
6. Keep track of your sales pipeline and see where you need to focus your efforts:
Sales notes allow you to track your progress with potential customers and see which prospects are further along in the sales process.
Additionally, sales notes can help you identify any potential roadblocks or areas of improvement.
Reviewing your sales notes will help you stay on track.
How can TeleCRM help you achieve this?
Sales notes combined with custom tags and statuses can be a great way to keep track of your sales pipeline.
TeleCRM can help you achieve this by providing a centralized place to store and manage your sales notes. TeleCRM allows you to monitor your sales plan and evaluate where you need to focus your efforts.
Focusing on the wrong leads = Hard work - Results
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Try Now7. To improve forecasting:
Tracking sales data over time allows you to see patterns and trends that can help you better predict future sales. This can be especially helpful during busy times or when introducing new products.
There are a few key things to keep in mind when using sales notes for forecasting:
- Look for patterns and trends.
- Compare data from different periods.
- Use other data sources to corroborate your findings.
- Make assumptions and adjustments as needed.
- Always test and refine your methods.
How can TeleCRM help you achieve this?
With TeleCRM’s cloud-based system, it’s easy to keep track of your sales notes and use them to improve your forecasting.
You can also integrate your website and other sources of data to make the lead history more informative and accurate, thereby improving your forecasting!
8. To create training materials for new salespeople:
You can create a detailed picture of what works and what doesn’t in your sales process using your sales notes. This can be an invaluable resource for new salespeople, who can learn from your successes and avoid mistakes.
Start by identifying key sales process elements. These could include things like
Then create a step-by-step guide and SOPs for new salespeople to follow. Include plenty of examples and detailed explanations.
How can TeleCRM help you achieve this?
Like most salespeople, you have a wealth of knowledge about your product and industry locked away in your sales notes.
What if you could use those sales notes to create training materials for new salespeople?
TeleCRM can help you do just that.
With easy-to-use note-taking features, you can quickly and easily create training materials to help new salespeople hit the ground running.
Plus, our sharing and collaboration features make it easy to share your materials with others in your organization. So why not put your sales notes to good use? Create training materials that will help your team succeed.
9. To write articles or blog posts about your industry:
To establish yourself as an expert or thought leader in your field, you can use your sales notes to write how-to articles that show others how to do something. For example, you could write a how-to article on Overcoming a difficult objection or quickly closing sales in your industry.
If you’re familiar with your industry’s products, you can use your sales notes to write product reviews. This is a great way to educate potential customers about the products in your industry.
How can TeleCRM help you achieve this?
TeleCRM can help you manage your sales notes and leverage them for writing articles or blog posts. With TeleCRM, you can:
- Stay organized: Keep track of your sales notes in one place to quickly refer them later.
- Write better: Since TeleCRM stores all the call recordings along with sales notes, you can use them as the source for your articles.
- Get ideas: You can generate ideas for new articles or blog posts.
10. To track customer churn:
Here’s how to track client turnover using sales notes:
If you’re seeing the same complaint pop up repeatedly in sales notes, it’s a sign that something is wrong.
Look for patterns when customers leave to identify product issues that lead to customer churn.
Use sales notes to identify at-risk customers. If you see that a customer is starting to express dissatisfaction, reach out to them and see if you can help.
How can TeleCRM help you achieve this?
TeleCRM can help you by providing data on customer purchases and cancellations. This data can identify patterns and trends that may indicate a problem.
By using TeleCRM, you can be proactive in addressing customer issues before they become the reasons why customers leave you.
Want to know if your team is doing their job and who is the best?
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Try Now11. Get feedback from your customers about their experience:
To get the most out of sales notes, ask open-ended questions that encourage customers to give you detailed feedback. You might ask, “What part of the experience did you appreciate the most?” or “What didn’t you like about your experience?”
Asking for feedback shows that you value your customer’s opinions and are committed to providing the best possible experience.
How can TeleCRM help you achieve this?
All your customers might not be available for free to give extensive feedback. Which is where the bulk WhatsApp feature comes in. You select a bunch of your customers and send them a bulk WhatsApp blast asking for feedback and use their replies to filter out the people who are available to give you feedback.
12. To follow up:
By jotting down a few key points from your conversation, you can make sure you follow up on any promises you made and keep the momentum going. This will show the client that you are invested in their success and help close the deal.
How can TeleCRM help you achieve this?
TeleCRM manages your sales process and helps close more deals with your clients. It automates your follow-up process and enables you to keep track of important information, so you can always connect with the right clients at the right time.
13. To build rapport:
One of the best ways to build rapport with a client is to reference your previous interactions with them.
Use notes to track what you talked about last time you spoke to a customer, their interests, and any relevant details they shared.
This will help you gain momentum in your current conversation and make the client feel you care about them.
How can TeleCRM help you achieve this?
They can help you remember key details about a customer and their preferences, which can be handy when building a relationship.
TeleCRM’s call tracking and starred action features can help you keep track of important calls and customer interactions.
The CRM software can also help you keep track of customer details and preferences to deliver the best possible experience.
14. Make a list of your top 10 salespeople and see what they’re doing right:
Are you looking to improve your sales team’s performance? If so, one way to do this is to look closely at your top performers. See what they’re doing right and replicate that across your team.
Create a list of your top 10 salespeople. Look at what they’re doing well and see if there are any commonalities.
- Are they all great at building rapport with potential customers?
- Do they have a strong understanding of the product or service you’re selling?
- Do they have a uniquely great way of overcoming objections?
- Are they great at pushing for closure without hesitation?
Once you’ve identified what makes them successful, try to instill those same qualities in the rest of your sales team.
How can TeleCRM help you achieve this?
TeleCRM can help you track and manage your sales team’s performance.
With our easy-to-use interface and powerful features, you’ll have everything you need to find out who the top 10 people are… And all the relevant data to quickly understand what they are doing right that others can replicate!
15. Identify and solve common customer objections:
Look for patterns in the type of questions that are being asked.
Are there specific questions that customers are asking more often than others? This could indicate confusion about a particular aspect of your product or service.
Analyzing your sales notes can help you to identify patterns in the objections that your customers are raising. It allows you to troubleshoot problems with your sales pitch and ensure that your customers understand your product or service.
How can TeleCRM help you achieve this?
You can use the starred action feature to star mark sales notes with common objections and then export all starred notes into excel for quick analysis.
16. To create more targeted marketing campaigns:
Look at your sales notes. What patterns do you see? Are there certain products or services selling well? Are there certain times of the year that are busier than others?
By understanding these patterns, you can create targeted marketing campaigns more likely to convert.
For example, analysing your sales notes can tell you which products/services sell well during the festive season. Once you have that information you can use it to create marketing campaigns for those specific products/services.
How can TeleCRM help you achieve this?
You can create a set structure for your sales notes, and then you can export them into an excel to quickly analyze and understand which products/services are doing well, when and why!
17. To create a knowledge base:
By keeping track of and analyzing your sales conversations and notes, you can identify areas where customers have questions or concerns. This information can create documentation or FAQs to help your team address those issues.
You can also train your sales team to start making relevant sales notes for knowledge base/FAQs so they’re easy to find and reference.
How can TeleCRM help you achieve this?
Our automatic call recording with call notes can help you capture sales notes and keep them organized. Our cloud-based CRM makes it easy to access your sales notes from anywhere.
18. To create partnerships with other businesses:
By reviewing your sales notes, you can gain insights into the companies that are a good match for your products or services. Additionally, sales notes also help identify potential areas of collaboration.
For example, if you want to increase sales, you can reach out to your customers to see if they’d be interested in carrying your product in their store.
By taking the time to review your sales notes, you can who are the customers who are likely to agree to a collaboration like this.
How can TeleCRM help you achieve this?
Building solid relationships with potential partners is crucial. TeleCRM can help you stay organized and committed to your leads.
The CRM software makes managing your sales data accessible and staying connected to your leads.
Final thoughts:
Basically, without sales notes, you’re setting yourself up for disaster. So if you’re not already using them, now is the time to start. Trust us, your sales career will thank you for it!
