Capitalize on Sales Call Notes
Capitalize on Sales Call Notes to gather new insights into customer preferences, pain points, and trends.
How? Use sales call notes to identify opportunities for cross-selling or upselling based on customer needs or preferences.
Customer calls and user research are both essential approaches for gathering input about needs and preferences, though they serve different purposes and are conducted in distinct ways. Research and sales are also on separate teams. Regardless, why are more PMs, researchers, designers, etc. NOT capitalizing on “sales call notes” to gather new insights into customer preferences, pain points, and trends?
Let’s face it. Your org likely has a wealth of customer feedback ripe for optimization. I’ve implemented various strategies for clients to make the most of different types of existing data. This allows us to uncover new learnings, pinpoint use cases, and cross-reference findings and insights—all while maximizing time and resources.
I’m sharing more about the following tactics to optimize the enormous amounts of data we already collect. This week I covered, or will cover:
Maximizing Product Reviews and Ratings
Today, capitalizing on sales call notes. Our sales reps are on the front line with customers and prospects every single day!
Here are six ways to take advantage of this data that the company is already collecting:
Analyze sales call notes to identify common objections or concerns raised by potential customers.
Look for patterns in sales call outcomes (e.g., successful conversions, lost opportunities) to identify factors influencing sales performance.
Identify product features and benefits that resonate most with prospects based on sales call discussions.
Review feedback from sales reps regarding reactions to pricing, packaging, promotional offers, etc.
Use sales call notes to identify opportunities for cross-selling or upselling based on customer needs or preferences.
Share customer success stories or testimonials gathered during sales calls to inspire and motivate your teams.
I’m Michele Ronsen, founder of Curiosity Tank. Contact me to learn about user research services, consumer and team training, consulting, and mentoring.
Share customer success stories or testimonials gathered during sales calls to inspire to motivate your teams.
Identify product features and benefits that resonate most with prospects based on sales call discussions.
Analyze sales call notes to identify common objections or concerns raised by potential customers.
Review feedback from sales reps regarding reactions to pricing, packaging, and promotional offers.
Look for patterns in sales call outcomes (e.g., successful conversions, lost opportunities) to identify factors influencing sales performance.
