2 min read

What Makes A Great Sales Note In Voze?

In field sales, the quality of your notes can make or break your success. But what exactly makes a great sales note?

At Voze, we've identified key elements that transform ordinary notes into powerful tools for closing deals and driving business growth.

What makes a great sales note in Voze?

1. Clear Meeting Goals and Outcomes

Every great Voze note starts with a clear purpose. By stating your meeting goal upfront and then documenting the outcome, you create a roadmap for future interactions. Did you accomplish what you set out to do, or did the conversation take an unexpected turn? Either way, capturing this information helps you stay focused and adaptable.

2. Actionable Next Steps

The best sales reps always know their next move. Your Voze note should outline specific follow-up actions, ensuring nothing falls through the cracks. This proactive approach keeps deals moving forward and demonstrates your commitment to your customers.

3. In-Depth Customer Insights

Understanding your customer is key to closing deals. Use Voze to document:

  • Customer's business strategies and goals
  • Challenges they're facing
  • Their strengths and weaknesses

This information is gold for tailoring your approach and offering solutions that truly resonate.

4. Product Reception and Opportunities

How are your products being received? Are there untapped opportunities for additional products or modifications? Voze notes help you track these insights, allowing you to refine your offerings and spot upsell opportunities.

5. Partner Performance and Feedback

In complex sales environments, partner relationships can make or break a deal. Use Voze to track how products are performing with different partners and any feedback they provide. This information is crucial for maintaining strong partnerships and optimizing your sales channels.

6. Pricing Insights

Pricing can be a delicate subject. By documenting how your pricing is received, you can adjust your strategy and provide valuable feedback to your pricing team.

7. Win/Loss Analysis

Understanding why you won or lost a deal is crucial for refining your sales strategy. Use Voze to capture these reasons in detail, helping you replicate successes and learn from losses.

8. Competitive Intelligence

Stay ahead of the competition by documenting their products, pricing, strengths, and weaknesses. This information helps you position your offerings more effectively and anticipate competitive challenges.

9. Industry Trends and Market Intelligence

The best sales reps are also industry experts. Use Voze to capture valuable market intelligence, including:

  • General pricing trends
  • Inventory situations
  • Supply chain challenges
  • Buyer challenges and successes
  • Industry innovations
  • Emerging or declining industry segments

This information not only helps you in sales conversations but also provides valuable insights for your entire organization.

10. Cross-Departmental Information

Sales doesn't operate in a vacuum. Use Voze to capture information that could be valuable to other departments, such as marketing, product development, or customer service. This collaborative approach can lead to better products, more effective marketing, and improved customer satisfaction.

11. Prospect Sourcing

Understanding where your prospects come from helps refine your lead generation strategies. Whether it's through referrals, marketing efforts, or cold outreach, tracking your prospect sources in Voze can help you focus on the most effective channels.

A great Voze note is more than just a record of a conversation—it's a powerful tool that drives sales success. By capturing these key elements, you're not just documenting information; you're creating a roadmap for closing deals, improving products, and growing your business.

Voze makes it easy to capture all these critical insights quickly and efficiently, allowing you to focus on what you do best: selling. With Voze, you'll never miss an important detail again, and you'll have all the information you need at your fingertips to close more deals and drive your business forward.



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