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Taking Notes on a Sales Call [Video]

Taking notes is essential for any sales rep that wants to stay informed and be relevant. Now, how exactly are your sales reps taking notes? Jotting it down on paper, inputting some cryptic shorthand hours later, or just not writing them down at all?

Click Notes give sales reps an easy way to take essential notes at the click of a button. They make life easier and more efficient for the sales rep and allow management to review and benefit from more standardized data than ever before. Sales Managers can do a quick and easy search to see how many prospects have budgets approved and timelines identified. All this information is now available just because your sales rep clicked a couple of buttons while on a phone call.

Check out our video below showing you how Click Notes work when on a sales call.

Click Notes in Action

Schedule a demo with us to explore the possibilities on how we can implement Click Notes with your team.

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