The Overwhelming Pain of Sales Rep Note-taking
Let’s be honest - sales reps don’t have time to take thorough notes by hand. Back-to-back meetings make jotting everything down tough. Even when they...
As a sales leader, ever feel in the dark relying on minimal disjointed field updates that hinder coaching, forecasting and performance? Those headaches may soon disappear.
Introducing Voze – your data highway generating actionable visibility from your sales reps in the field. Think rich details on meetings, accounts, products and competitive developments flowing freely without cumbersome manual tracking. Suddenly you have the intelligence and control needed to drive strategy, team refinement and bottom line results.
Voze makes it effortless for sales reps to capture quick insightful notes – no time intensive admin or hand holding required. But these are not just any updates. High impact call notes illuminate underlying trends, opportunities hiding in plain sight, and necessary adjustments like:
These observations fuel smarter decisions. Creating cross-departmental awareness saves time chasing missing links that erode sales velocity.
Here are some of the valuable insights that reps will capture thanks to Voze:
Meeting goal
Goal based on what was discussed previously, and where we are at now
Meeting outcome
Was the goal of the meeting accomplished, accomplished in a different way, or not accomplished and where to go from here
Next steps
Follow-up actions
Customer info
Customer’s (or prospect’s) business strategies or goals and challenges, and their strengths and weaknesses
Products
How the value of our product is being received by the customer/prospect
Where there could be additional products or changes to existing products to meet customer’s needs
Partners
How products are performing based on certain partners (e.g. manufacturers, dealers, retailers, etc.), or feedback provided by partners
Pricing
How our pricing is being received by the customer/prospect
Won reasons
Why we won the deal
Lost reasons
Why we lost the deal
Competition information
Their products, pricing, strengths, weaknesses
Industry information
Market intelligence on general prices, inventory situations, supply chain challenges, buyer challenges and success, industry innovation, certain industry segments gaining traction or losing traction, etc.
Cross-department information
Sales leads
Information for other departments on customers, pricing, products, inventory, etc.
Prospect source
How we found the prospect
Align around a clear picture of performance gaps, coaching needs, pipeline health metrics and market movements. Voze brings fragmented puzzle pieces into a singular illuminating intelligence flow so managers lead confidently. Over 80 words captured in under a minute keep focus on selling as usual while catapulting forecast reliability and win rates.
Still scrambling in the dark? It’s time to shed some light!
Want to learn more about how Voze can help you get timely, detailed and valuable notes from your reps in the field? Click here to book a demo.
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