Must-have sales notes
Notes are crucial for sales. However, to ensure you don’t waste your precious time, you must develop effective note-taking practices. Be selective in deciding what should be there in your sales notes.Here Bahamas Phone Numbers five sales notes that you should make during or after a sales call to recall everything you require for progressing the sales.Take notes during the sales call
1. Details about your deal or contact
People get promoted or change numbers, so you need to create notes of such information. Prospects will inform you about such updates only when you build a good connection with them.Don’t hesitate in asking personal information like the birthday or work anniversary dates to send greeting emails. As per research, birthday emails are a great investment for any company; they have 481% higher conversion rates compared to promotional DEMs.Note their LinkedIn or Twitter usernames and follow them to stay abreast of their activities.
Taking notes of such personal details will help in building a healthy customer relationship
Keep yourself updated with the necessary contact detail changes for staying connected with your prospects
With social media details, you can explore the prospect’s network and spot opportunities
2. Key bits of sales information
While communicating with sales prospects, there are high chances of getting various ‘buying clues’. So, stay attentive and make a note of all those crucial details.Show curiosity in knowing more about them by asking relevant questions. Pay attention to each answer and pick the vital points. 84% of customers are frustrated when sales professionals don’t have the correct information.
The prospects might speak about their expectations, business challenges, bad experiences they had with your competitors.
The information noted during the sales conversation comes handy while building strategies or plans of action for converting the deal.
Such notes are even useful when sales reps handling the account leaves the organization and a new rep needs to replace them
Take notes after the sales call
1. Actionable commitment and follow-up tasks
There are chances of losing a deal when you fail to keep a commitment you made to the client.Once the call ends, you need to create a to-do list to stay on the right track. Reflect on the sales call and ask yourself what you need to do next.
Did you commit to giving a discount?
Has the prospect asked you to call them after three days?
Did the prospect ask for a product demo?
Do you need to email them any specific details of the pricing plan?
Take note of all these tasks to follow-up in real-time and adhere to the commitments for providing a good buying experience.Research shows that 55% of consumers are willing to pay more for a guaranteed good experience.
2. Where your solution fits in
Present your product as a solution to your prospect’s business problem for stimulating their interest in your offering. To do that, you must write down their key concerns and problem areas.Have a good understanding of their business pain points and tailor your solutions to their needs. 76% of consumers expect organizations to understand their individual needs.
Extract information about their business process to learn where your offering will provide value.
Analyze the data you noted about your prospects and put yourself in the buyer’s shoes to think from their perspective about the reasons for investment.
Plan your next call by listing the problems and solutions as per their level of importance.
3. Post-call analysis
Constant improvements are necessary for reaching your sales goals. There is something to learn from each conversation you have with your potential sales prospect.Conduct a post-call analysis to find out if anything is lacking or going wrong. 41.2% of salespeople said their phone is the most effective sales tool at their disposal.After each sales call, you need to note down the following points:
Was the call successful?
Did the client have any negative remarks?
Did you cover all the strengths of your product?
Is there anything more that you could do to improve communication with your prospect?
