At nearly every sales organization we encounter amazing salespeople that are still using sticky notes and yellow legal pads to track detailed sales notes, orders and sales pipelines. Sales professionals are at the mercy of their own handwriting and ability to decipher and follow-up on vital notes scribbled haphazardly in the margins. If one of these key people quit or retired it could have large implications to your numbers.
After decades of sales experience—and frustration—relying on fallible note taking methods, Jim and Tom Metcalf decided there had to be a better way. A sales platform combined with the benefits of a personal administrative assistant. The perfect blend of technology and humans that can simplify recording sales information, improve sales efficiency, and increase follow-through. The Metcalf brothers used their combined expertise to address these challenges and create a solution called Telenotes.