Methods to Take Gross sales Name Notes that You Can Really Use: 6 Ideas


What’s your favourite a part of taking gross sales notes? Do you eagerly anticipate writing down these notes by hand? Do you simply love note-taking in your CRM after a gross sales name?

Wait, what do you imply you don’t like taking notes? *Shock*

Simply kidding, we all know that just about each gross sales skilled hates taking name notes.

However the reality is, note-taking is a necessary a part of your gross sales course of, and it may make an enormous distinction within the buyer expertise (and later, in your gross sales numbers). 

Professional tip: By no means take gross sales notes once more—simply get Near do it for you. Check out Call Assistant together with your 14-day free trial, and see how one can get actionable name notes that assist you shut extra offers.


So what’s the large deal about taking assembly notes, and how will you jot down notes which are helpful post-call? Let’s dig in.

Why are Gross sales Notes so Essential?

Once you take good gross sales notes, you seize essential particulars in regards to the buyer’s wants, ache factors, objections, and extra. With this clear name abstract, you are able to do higher follow-ups, and drive offers nearer to the end line.

Listed below are three prime explanation why you need to decide to taking name notes—even when writing them looks like pulling enamel.

  • Your reminiscence sucks. It’s nothing private, it’s simply the details of life. You’re not going to recollect as many particulars of the gross sales dialog as you suppose, and when these particulars fall by way of the cracks, your income suffers.
  • Gross sales notes make clients really feel particular. Once you bear in mind private particulars about your clients (and even simply keep away from repeating questions you already requested final time), your clients will really feel like their ideas and emotions are vital to you. Make your clients really feel heard by protecting monitor of what they inform you.
  • Robust gross sales notes enhance your gross sales pipeline. These really spectacular notes you’re taking aren’t only for you—share them together with your colleagues to present them insights on the right way to shut a deal. Share them together with your gross sales supervisor to assist assess the division’s gross sales technique. You’ll be able to even share them with different departments to assist these groups study extra about your audience and buyer struggles. Win-win!

Wish to Take Higher Gross sales Name Notes? Use These 6 Ideas

Name recordings are nice, and instruments like Zoom will even transcribe your video calls. However there’s extra to taking notes than simply transcribing each phrase that was mentioned on the telephone name.

Let’s discuss the right way to profit from your note-taking, and get actionable particulars that you should use post-call.

1. Preserve Your Notes Accessible

Earlier than we discuss the right way to write efficient gross sales notes to your group, be sure you have a safe and simply accessible place to retailer them.

A Google Doc may work for this, however your CRM system of choice is the best choice. Why? As a result of then your notes might be saved in the identical place as the remainder of your prospect knowledge.

For instance, in Shut, while you open a lead profile, you’ll see each interplay your workforce has had with that firm, together with any notes that you just or your teammates have taken on calls.

6 Tips to Take Better Sales Call Notes - Make them Accessible with Close CRM

Which means, irrespective of which workforce member talked to that particular person and took these name notes, the important thing factors of the dialog are seen to anybody who must contact them sooner or later. Context FTW!

(Psst… Don’t neglect, you too can get automated note-taking finished in Shut! Check it out here.)

2. Preserve Your Notes Temporary and Targeted

No want to put in writing the subsequent Warfare and Peace. Your dialog was cool, however your notes are there that will help you bear in mind the important thing factors, not each phrase that was mentioned. (And if, for some cause, it is advisable evaluate your complete name, you need to depend on the decision recording, not your notes.)

So what particulars do belong in your gross sales notes? Preserve these three phrases in thoughts: “vital,” “actionable,” and “insightful.”

Name notes may embody particulars like:

  • The prospect’s response to sure components of the demo
  • Should you mentioned pricing
  • Something you realized in regards to the prospect’s shopping for cycle
  • Motion gadgets that you just agreed on
  • Timelines to your subsequent steps

These are all related items of gross sales info that can make your subsequent gross sales name simpler as a result of they will assist you set up a basic data base for every potential buyer.

3. Use an Automated Be aware-Taking App

Ah, automation, a breath of recent air on the subject of taking notes in your gross sales calls! Sit again, chill out, and let the AI deal with your notes.

Every instrument manages this in another way, so listed here are a couple of of the highest choices and the right way to get essentially the most out of them: 

Shut: With Name Assistant, you by no means must take notes manually once more. Each name you make in Shut is recorded, transcribed, and summarized utilizing AI. All it is advisable do is click on into your lead exercise feed and verify the latest conversations.

6 Tips to Take Better Sales Call Notes - Use an Automated Note-Taking App, like Close CRM

Searching for one thing particular? Transcripts are searchable, which means yow will discover precisely what you’re searching for in seconds.

6 Tips to Take Better Sales Call Notes - Use an Automated Note-Taking App with Searchable Notes

Other than notes, you’ll additionally get a robust dialer, an adaptive API, and integrations to all of your favourite gross sales instruments. Plus, Shut offers you the performance to do multi-channel outreach, with e mail and SMS built-in.


Fathom: One other highly effective instrument for taking gross sales assembly notes is Fathom. Merely invite Fathom into your video name on Zoom, and it’ll generate an correct, searchable transcription for you. You’ll be able to shortly add highlights on the decision, and share these together with your workforce on Slack. Plus, Fathom helps seven languages, which means you’ll get essentially the most out of your calls, even when they’re not in English.

6 Tips for Sales Call Notes - Use Apps like Fathom

Fireflies: Yet another AI assembly notes instrument, Fireflies lets you report your conferences, transcribe, flag vital moments, and even analyze sentiment, speak instances, and traits.

Better of all, each Fathom and Fireflies combine with Shut, which means you should use your favourite name notes instruments alongside your favourite CRM software program.

6 Tips for Sales Call Notes - Fireflies integration with Close

4. Develop Your Personal Type

Each gross sales rep has their very own model of note-taking. So long as it’s concise, sensical, and actionable, that’s positive. Simply know that what works for one rep may not be just right for you.

Some individuals prefer to take notes on a pad of paper after their calls. Others sort them straight into their CRM whereas speaking to prospects. You may determine to make use of bullet factors as a substitute of full sentences. Or develop a (nonetheless legible!) shorthand. Keep on with no matter works for you.

In Shut, you may write rich-text notes with bullet factors, highlights, hyperlinked textual content, and extra:

6 Tips for Sales Call Notes - Rich Text Notes in Close

5. Construct Good Habits

I will not deceive you, while you first determine to take higher gross sales notes, you may wrestle.

How do I do know this? As a result of it occurs to everybody. You’ll get caught up in a name and neglect some (or all) of the information above. You may neglect to take notes in any respect. That’s okay.

Don’t fret about being good from the get-go. As a substitute, deal with each gross sales name as a possibility to construct good habits and enhance your gross sales note-taking expertise. So long as you’re taking good notes extra usually than you’re taking dangerous notes (or no notes,) you may be in good condition.

6. Use a Gross sales Be aware Template

Final however not least, create a couple of templates to streamline the note-taking course of.

Possibly you may have particular questions you ask each prospect throughout your first name with them. Or must glean vital particulars earlier than you progress a lead from the “prospect” stage to the “alternative” stage. Templates make it simpler to log high quality notes in these conditions.

With Shut, you should use our Custom Activities characteristic to shortly create gross sales be aware templates to your gross sales workforce.

All it’s a must to do to entry this characteristic is navigate to the “Settings” tab, then click on “Customized Actions” from the menu. As soon as that is accomplished, you click on “+ New Customized Exercise,” identify it, after which click on “Save.” There are different choices from that time ahead, however that is the gist of it.

Whether or not you employ Shut or not, you need to undoubtedly use templates to simplify gross sales note-taking. Doing so will assist make sure you really do it, and that your notes are usable.

6 Tips for Sales Call Notes - Use a Sales Note Template

Closing Ideas: Keep away from These Gross sales Be aware Errors 

Gross sales reps usually study the significance of excellent gross sales notes by way of dangerous experiences.

Like when a buyer will get mad as a result of they’re pressured to reply the identical query over and over. Or while you ask a colleague a couple of name they usually cannot bear in mind it.

Don’t make these errors. Construct a behavior of efficient note-taking so as to present higher experiences to your clients, make extra gross sales, and supercharge your gross sales course of.

Right here’s what you wish to keep away from:

  • Mistake #1: You don’t take any notes. Clearly, that is the worst factor you are able to do on the subject of name notes. Begin sturdy and end sturdy—that manner, you gained’t neglect important follow-up duties, and also you’ll present respect for the time your prospects have given you.
  • Mistake #2: You’re taking manner too many notes. May appear unusual, however too many notes may be simply as dangerous as no notes in any respect. The issue with taking too many notes is that you just’re left with a mountain of textual content to type by way of (and let’s face it, you most likely gained’t). Which leads us to our subsequent mistake…
  • Mistake #3: You by no means return and have a look at your notes. You made the trouble to create name notes for a cause. Going again to verify these notes earlier than your subsequent name or utilizing these notes as reminders for follow-up duties is crucial to getting essentially the most out of your notes. Don’t let that tough work go to waste!

After all, for those who’re combating taking constant gross sales notes, don’t fear! It occurs to even the very best salespeople. And that’s why automated note-taking apps have come onto the market (and grow to be so fashionable!).

Do you dream of a day while you’ll by no means must take notes once more? Nicely, that day has arrived.

Use Near create correct transcripts and AI-generated summaries of your gross sales calls, so that you by no means miss one other alternative to impress your clients (and shut offers)!



Related Articles

Leave a Reply

Your email address will not be published. Required fields are marked *

Back to top button