Sales meeting notes/sales notes are the task sales teams never want to do

 

Most sales and business development teams work hard to secure a meeting, love having a good meeting, but it’s hard to find the motivation or time to write up the sales meeting notes / sales notes in detail afterwards, as they’re normally busy thinking about the next sale, or the next meeting that’s in the diary. With VoiceNotes, all they need to do is phone in their notes and dictate them; they are then transcribed, expertly proofread and emailed back to the client word perfect.

 

Sales notes made easy

We are proud to have earned the reputation as the premier service when it comes to capturing those thoughts or the salient points of a meeting in the moment. Most businesses need a record of their sales meeting notes for compliance purposes. Instead of scrambling for a scrap of paper to jot down notes, or asking their PA – who’s already snowed under with tasks – to take dictation, all they need to do is phone a dedicated line and – after the beep! – leave a message, which is then transcribed by our typists, professionally proofread and returned to the client. They now have a clear record of their sales meeting for their CRM system or for referring back to when needed. Sales meetings captured in minutes!

It’s not just notes about meetings that make sales teams view our service as indispensable: we have clients who use us for a whole variety of purposes. Need to give yourself a reminder for later? Request a specific date and you’ll be automatically emailed on that day with the reminder! Want to draft a letter of complaint about poor service you received somewhere? Just phone VoiceNotes and dictate your draft. We don’t mind what the subject is. We’ll transcribe and proofread anything and everything!

A template you might find useful

  1. The identity of the attendees.
  2. The date and time of the meeting.
  3. The location of the meeting.
  4. The initiator of the meeting.
  5. Agenda item summary followed by minutes relating to that item, next steps recorded with an execution date and the person responsible for what
  6. AOB
  7. Next meeting date set

Instant updates on clients for Sales Support and CRM systems is simply to achieve

We don’t only transcribe and proofread, however. We can also accommodate specific needs, such as returning notes directly into a client’s CRM system. We can set up distribution lists so that clients can have selected colleagues automatically copied-in to every note, or as and when required; this saves them from using up their precious time forwarding notes to colleagues. As soon as they leave a message on their dedicated line, they know the finished note will arrive in their colleagues’ in-boxes at the same time as they receive it themselves. If someone was absent from a meeting, now they can catch up just by being copied-in to a note that summarises the discussions, and whether a client is gradually getting back into the routine of being on the road all day, or working hard to maintain and rebuild business flows from home, they’ll need their Sales Support teams to perform various action points. The ability to call from anywhere at any time enables those urgent action points to be delivered straight to Sales Support so they can be actioned straight away. 

Spend your time on more valuable tasks than admin/writing up sales meetings

Time is what our clients value the most – not writing up sales notes. The consistent feedback we receive from them is how much our service frees them up to pursue their main tasks. Instead of being bogged down writing or typing up sales meeting notes and manually entering them into a system or forwarding round the office, they just leave a message and then carry on with their work, while we take care of processing the notes from business development and/or sales meetings.

“I founded the company, but still use the service regularly  for my meeting notes as it saves me hours; plus I’m not great at punctuation and grammar, so I dictate the meeting summary, then the email follow-up I’m going to send to the client – that way, I know it’s word-perfect without me having to do any work or risk sending an email or letter to a client containing a typo!” Kirstie White, VoiceNotes Ltd.

Whether it be face-to-face meetings or virtual meetings, we are here to help you save time.

Please get in touch with any questions or to request a free trial of our service for your sales meeting notes or sales notes: info@voicenotes.co.uk / 0207 117 0066 / online form.

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