6 Tips for Sales Call Notes - Rich Text Notes in Close
Posted: Tue Jan 28, 2025 8:58 am
6 Tips for Sales Call Notes - Fireflies integration with Close
4. Develop Your Own Style
Every sales rep has their own style of note-taking. As long as it’s concise, sensical, and actionable, that’s fine. Just know that what works for one rep might not work for you.
Some people like to take notes on a pad of paper after their calls. Others type them directly into their CRM while talking to prospects. You might decide to use bullet points instead of full sentences. Or develop a (still legible!) shorthand. Stick with whatever works for you.
In Close, you can write rich-text notes with bullet points, highlights, hyperlinked text, and more:
5. Build Good Habits
I won't lie to you, when you first decide to take better sales sri lanka telegram data notes, you'll struggle.
How do I know this? Because it happens to everyone. You’ll get caught up in a call and forget some (or all) of the tips above. You might forget to take notes at all. That’s okay.
Don't worry about being perfect from the get-go. Instead, treat every sales call as an opportunity to build good habits and improve your sales note-taking skills. As long as you take good notes more often than you take bad notes (or no notes,) you'll be in good shape.
6. Use a Sales Note Template
Last but not least, create a few templates to streamline the note-taking process.
Maybe you have specific questions you ask every prospect during your first call with them. Or need to glean important details before you move a lead from the "prospect" stage to the "opportunity" stage. Templates make it easier to log quality notes in these situations.
With Close, you can use our Custom Activities feature to quickly create sales note templates for your sales team.
4. Develop Your Own Style
Every sales rep has their own style of note-taking. As long as it’s concise, sensical, and actionable, that’s fine. Just know that what works for one rep might not work for you.
Some people like to take notes on a pad of paper after their calls. Others type them directly into their CRM while talking to prospects. You might decide to use bullet points instead of full sentences. Or develop a (still legible!) shorthand. Stick with whatever works for you.
In Close, you can write rich-text notes with bullet points, highlights, hyperlinked text, and more:
5. Build Good Habits
I won't lie to you, when you first decide to take better sales sri lanka telegram data notes, you'll struggle.
How do I know this? Because it happens to everyone. You’ll get caught up in a call and forget some (or all) of the tips above. You might forget to take notes at all. That’s okay.
Don't worry about being perfect from the get-go. Instead, treat every sales call as an opportunity to build good habits and improve your sales note-taking skills. As long as you take good notes more often than you take bad notes (or no notes,) you'll be in good shape.
6. Use a Sales Note Template
Last but not least, create a few templates to streamline the note-taking process.
Maybe you have specific questions you ask every prospect during your first call with them. Or need to glean important details before you move a lead from the "prospect" stage to the "opportunity" stage. Templates make it easier to log quality notes in these situations.
With Close, you can use our Custom Activities feature to quickly create sales note templates for your sales team.