Taking notes

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18
How do you take notes of sales conversations? Good 'ol paper and pencil? CRM? Use file folders? What if notes are half in computer, half on paper? What if you are at a meeting and critical notes are back on your computer? Share your ideas on notes!
#offline marketing #notes #taking
  • If you mean taking notes during a sales presentation..... sure. I write them down longhand.

    It isn't to do anything other than remember the points they make, so I don't have to remember them..... also to clarify points of agreement, so problems don't arrive later. but I don't do it for effect.


    Now, if you mean write down notes after a sales presentation... about a sales presentation, to improve performance...Yeah, I did that for at least 25 years. Every presentation. And then I studied the notes. It's one of the maybe three most profitable things I've ever done.
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    • This is excellent. Gonna have my people do this everytime.
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  • If permitted, a digital recorder, and when an important point is made, I softly talk into it to be highlighted. Also, took Notehand in HS (sort of a shorthand shorthand)...the MP3 I have transcribed and that person makes sure to highlight what I thought was important.

    gjabiz


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  • Yellow pad notes.

    If it is info I need to retain, I snap a pic using Evernote. My handwriting becomes searchable and I add tags as needed, adding future pages to the same note.

    If it is a sales convo - I just type the important parts into my CRM.
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    • Weird. I do the same. CRM and Evernote if needed. OCR for the win!
  • Who needs notes? I record everything.
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  • @Claude what did you note usually and what did you pay attention to?

    I stopped taking notes since maybe 3rd grade of high school so I'm curious
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    • Do you mean, what do I take notes on during a presentation, or what do I take notes on after the presentation?
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  • You people have to get into the digital age.

    I take notes on my iPad which syncs with my iPhone and Mac so they are accessible anywhere. I just speak most of my notes and let Siri turn it into text for me.

    All my notes are categorized. I can put links from one note into another note. Easily paste in addresses, pictures, etc.
  • I always have a clipboard and paper beside me, whether on the phone, or at a client site. I can scribble down notes faster there than I can type them into my computer, plus I don't seem to lose focus on the call as easily.

    I keep my call information in a very informal Google Sheets based CRM, and copy critical notes from my clipboard to it.

    For active clients, I have a Google Drive folder with Docs and Sheets in it recording all of the important information about ongoing projects, with some of those documents shared with the clients.

    I've used Evernote, too, but keep going back to Google Drive/Docs.
  • Well good way to to take notes during the conversation - sales conversation is good old way pencil and paper. But paper gets torn so what i ussusaly do is after i take the notes i put them in a notepad , word excel what ever works for you. And then place them in a folder with a sub folder for the clients.
    When on a meeting you can get an iPad and always keep your notes handy. If you use notepad to take down notes you can easily search the content of your notes you need in the moment. Anyway that is my approach , hope it helps.
  • Apptivo CRM Note helps to type your activities and associate them with the customer.

    If you are in a meeting notes, can be seen in mobile Apps.

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    How do you take notes of sales conversations? Good 'ol paper and pencil? CRM? Use file folders? What if notes are half in computer, half on paper? What if you are at a meeting and critical notes are back on your computer? Share your ideas on notes!