SalesNote

The sales guiding platform

SalesNote helps sales people reduce administration by converting call data into reports and automatically incorporating that data into the CRM.

Activate all sales potential

Let the sales prepare better. Know with which type of customer there is an appointment and how to deal with this or activate internal sales as well. Provide more cross & upsell.

More transparent Customer Experience

Show at any time which data has been discussed during a meeting with a clear report. Automatically write this to the customer file and to fields in your CRM.

A flawless handoff

Ensure a smooth transition when sales are closed to customer success or the project manager.

Activate all sales potential

Let the sales prepare better. Know with which type of customer there is an appointment and how to deal with this or activate internal sales as well. Provide more cross & upsell.

More transparent Customer Experience

Show at any time which data has been discussed during a meeting with a clear report. Automatically write this to the customer file and to fields in your CRM.

A flawless handoff

Ensure a smooth transition when sales are closed to customer success or the project manager.

95% of all call data is lost...

Data is the new gold, they say. So why are we sometimes so casual about it?

We often hear statements such as “I use a notebook” or even better “As a sales person I don’t need that, I remember everything”. Top performers know better…

SalesNote is the platform that makes it easier to capture data from (sales) conversations, analyze it and write it to the CRM system.

This with the advantages that the seller

  • has less administration afterwards
  • build a better long-term customer relationship (by better understanding their needs!)
  • Get insights yourself to close even more deals

And that he should never get stressed again if his sales manager asks to update the data in CRM! Gone is the feeling of control, but sales acceleration at it’s finest!

Why choose SalesNote?

Save time and effort to update the CRM at the same time. Get more overview and insight about your sales team.

With SalesNote, answers are received in various formats (via speech, options, numerical, etc.) that are partly structured by NLP and subsequently converted into a sales report.

Afterwards you can visually see what the results are compared to other conversations and with regard to KPIs. Ideal for the seller himself to learn from the conversation and make adjustments. And for the sales manager to keep an overview. This is literally ‘OneNote on steroids’.

What does SalesNote offer?

NLP

Natural language processing to better understand and analyze open answers.

CRM Integrations

Integrations with the most popular CRM systems.

Questions Analytics

Statistics and analysis leading to better sales.

Sales coaching

The manager keeps a good overview of the seller's results.

Templates

Prepare your meetings by asking questions. Determine the flow and question types.

Speech to text

A report is automatically created after each meeting.

Sketching and drawing

The best of OneNote everywhere in SalesNote with playback function

Guidance

Stay in control of the conversation with a flexible script.

Do you want to see how this works?

Feel free to schedule a moment!

SalesNote - Thomas