Taking copious notes has always been a discipline I’ve embraced.  Whether in school, a seminar, or even Church, I like taking notes – not everything that’s been said, but the ideas that come as a result of the speakers insights.  My CRM database, Salesforce.com is no exception!  I use the history section to keep notes on meetings, but the description field is where I keep the important insights!  Here are some favorites I come across as I call on people:

DON’T CALL

Requested free copy of The House & the Cloud

THIS PERSON IS NOT A DECISION MAKER

NOTHING EVER CLOSES WITH THIS ACCOUNT

Referred by ***** on ******

Gave exceptional feedback on my keynote at *******

Kids names are….

Spouses name….

Birthday….

Take notes, put them somewhere you’ll see them, and make them meaningful.  Remembering key details, whether they say “This person never buys anything,” or “Birthday on ….” provide important direction on how to engage when opportunities come up.  (Might be a perfect fit for carrying an iPad into your next sales meeting!)

© 2011, David Stelzl