3 Ways To Improve Your Sales Process By Taking Better Notes

Most salespeople don’t like taking notes. They see it as a waste of time, a distraction from the conversation, or something that will make them look like an amateur.

But there’s one very good reason to take notes: it helps you remember what happened during your calls.

How many times have you talked to someone and then forgotten what they said? Or maybe you remembered the gist of the conversation but forgot some important details? Or maybe you thought you’d remember key points later on but then forgot them completely?

Taking notes during a sales call is one of the most important things you can do to increase sales effectiveness and close more deals. It helps you keep track of everything that happens during your call and allows you to review those notes when necessary. And because most people don’t take notes they often end up with gaps in their memory when it comes time to write up their reports or share ideas with other people.

Closing a sale is a delicate process. You need to build trust, establish credibility, and convince your prospect to buy from you.

The best way to do that is by asking questions that actually help you close more sales.

Here are some questions that will help you close more deals:

  1. What are your biggest challenges? This shows that you care about the prospect’s needs, which builds trust and rapport. It also gives you insight into how they’re currently solving those challenges, so you can be sure to show them how your product or service can help them in the right way.
  2. How much time do you spend on this task? This question helps the prospect see just how much their current system sucks. Ask them how much time it takes to do something manually and then ask again with the software solution enabled (if applicable). This will not only prove that their current system sucks but also show them exactly what they’re missing out on by not using yours!
  3. Can anyone else at your company use this feature? If so, what are their names? Asking this question allows for multiple stakeholders to be represented in the conversation — people who may have influence over whether or not the decision gets made!

Taking notes is an important part of the sales process. Research has shown that note-taking can play a major role in helping you and your company win big sales. The trick lies in finding a note-taking system that is efficient and personalized to your specific needs.


At Telenotes we have moved note taking to the next level by leveraging your voice to record all of your call notes onto your phone and then our system transcribes and saves the call notes, schedules follow-ups, reminders, and tasks to prepare you for the next interaction with your prospect. Schedule a walkthrough today to learn more about how we’ve cracked the code on Sales Acceleration.