Especially since it takes a couple of extra clicks to bring them up. I also tend to take a lot of notes and some of them are very long and detailed - the notes fields in CRM don't seem to lend themselves to that much data very well. And handwritten notes aren't an option with the CRM notes field. I've also heard that handwriting notes improves retention of the information. This approach allows me to be more engaged with the people in the meeting. Why not keep your notes in CRM?Ī: Oftentimes, when I’m face-to-face with a client, I prefer to use my tablet and stylus to take notes. So, I thought I’d share some of our Q&A about his most interesting practices via our blog. I noticed as we rode together that day, that this rep not only used Dynamics 365, but he also made heavy use of OneNote. As a result, the sales reps must keep track of a lot of information, conduct a lot of research and work through multiple iterations of proposals.
Not only is the timeline extended, opportunities typically require a lot of prospect interaction and follow ups. We’ve been working with this client for a while now and have learned that the average opportunity closes anywhere between 3 and 18 months. This week I had the pleasure of riding along with one of our client’s top sales reps.
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