Have you ever been on a call, written a note on some loose piece of paper and been unable to
find it later?
You’re not alone.
With so many things to juggle throughout the day, it’s easy to misplace files and waste time
searching for them.
But when that information is the difference between closing a deal or not, can you really
afford to risk losing it?
1. Save Notes to a
Contact’s
Profile to Add Context
2. Add Notes During
Sales
Calls to Improve Your
Sales Process
3. Sewing the Seeds
for a
Bountiful Harvest
4. Additional
Features
Without a way to track client information, you lose sales.
That’s why sales teams are migrating to systems that have the ability to take notes while on
the phone and store them for future reference.
The ability to take notes inside a customer’s profile keeps information organized, so reps
can pull up all the notes pertaining to a specific contact while on call with that customer
or prospect.
DYL’s Create a Note feature lets you type, write, and save information on thousands of
contacts in your database.
It’s the electronic equivalent of paper sticky notes.
Combined with VoIP, and cloud-based marketing software, DYL is the best business growth
platform with over 80 other features designed for sales, service and marketing teams.
Save Notes to a
Contact’s Profile to Add Context
Business success relies on good customer relationships.
Create a Note is an affordable way to build and galvanize those relationships for the entire
lifetime of the customer, while on the phone.
For example, if a prospect is unsure whether or not to buy, ask them why. Jot down the note
in their profile and then craft a quick pre-customized text message to follow up.
If a customer shares personal information, like an upcoming graduation, birthday, business
need, or anniversary, make a note of it in their profile. Other staff members can then use
those notes when speaking with the customer next time.
DYL’s Create a Note lets you and your teammates see all the notes taken from previous calls,
so everyone can answer the customer’s questions with confidence.
Without the ability to store notes, customers have to repeat their issues each time they
call or are transferred to another rep.
This is a sure fire way to chase customers away, because nobody likes having to repeat
themselves.
Who needs DYL’s Create a Note? Business leaders looking for ways to help teams strengthen
prospect and customer relationships.
Adding Notes
During a
Sales Call Improves Your
Sales Process
The advantages of taking notes are plenty.
First off, by having access to each client's call history, you get a sense of what each
client is looking for, thus how to assist them.
Notes also let you keep detailed information about each client. The more a sales rep knows
about their needs, the better they can help them accomplish their goals.
This streamlines sales, because every contact profile comes with its own specific set of notes. It’s like having a file folder with everything you need to know about the customer.
Best of all, these notes are accessible by any team member, so if someone is out of the
office or can’t take a call, the next available rep can address the call, notes on screen,
with confidence.
DYL organizes notes in order, placing the most recent notes at the top, so you always know
the client’s latest status.
Simply open DYL’s platform and all your notes are right there.
Sewing the Seeds
for a Bountiful Harvest
Andrew Schaffer inherited his family’s business, four generations after its first seed was
planted.
And one of his first tasks as CEO of Purple Meadow Farms, was to reverse the steady decline
in sales over the past several years.
As it turned out, the root of the problem was that his great grandfather grew the business
the old fashioned way - one firm handshake at a time. And that was fine back when everybody
knew your name, but if Andrew wanted to expand his distribution to other regions, he needed
a better way to store and track his communications.
So he searched for a business communications platform that enabled his sales, customer
service and marketing teams to take and keep notes of all their interactions for easy
access.
The answer was DYL’s Create a Note feature.
Combined with DYL’s VoIP business phone service and team chat, Schaffer’s teams could share
vital information with each other and external sources to follow up on new contracts and
schedule deliveries.
And because DYL’s all-in-one platform is a sales CRM and marketing platform, all rolled into
one, his entire team could easily stay in touch even when out in the field meeting with
distributors.
With a 22% increase in productivity and 33% jump in revenue since, Purple Meadow Farms hopes
to see continual growth for many generations to come.
DYL’s All-in-One Platform includes over 80 Customizable Features
