3. Use an Automated Note-Taking App
Ah, automation, a breath of fresh air when it comes to taking notes on your sales calls! Sit back, relax, and let the AI take care of your notes.
Each tool manages this differently, so here are a few of the top options and how to get the most out of them:
Close: With Call Assistant, you never need to take notes manually again. Every call you make in Close is recorded, transcribed, and summarized using AI. All you need to do is click into your lead activity feed and check the most recent conversations.
6 Tips to Take Better Sales Call Notes - Use an Automated slovenia telegram data Note-Taking App, like Close CRM
Looking for something specific? Transcripts are searchable, meaning you can find exactly what you’re looking for in seconds.
6 Tips to Take Better Sales Call Notes - Use an Automated Note-Taking App with Searchable Notes
Aside from notes, you’ll also get a powerful dialer, an adaptive API, and integrations to all your favorite sales tools. Plus, Close gives you the functionality to do multi-channel outreach, with email and SMS built-in.
Fathom: Another powerful tool for taking sales meeting notes is Fathom. Simply invite Fathom into your video call on Zoom, and it will generate an accurate, searchable transcription for you. You can quickly add highlights on the call, and share those with your team on Slack. Plus, Fathom supports seven languages, meaning you’ll get the most out of your calls, even if they’re not in English.
6 Tips for Sales Call Notes - Use Apps like Fathom
Fireflies: One more AI meeting notes tool, Fireflies allows you to record your meetings, transcribe, flag important moments, and even analyze sentiment, talk times, and trends.
Best of all, both Fathom and Fireflies integrate with Close, meaning you can use your favorite call notes tools alongside your favorite CRM software.