CRM Notes Best Practice Guide

Create a CRM notes guide for sales reps.

CRM system: {{crm_system}}
Typical deal type: {{deal_type}}
Information needs: {{info_needs}}

Build a CRM notes guide:

1. Why Good Notes Matter
   - Deal continuity benefits
   - Team collaboration value
   - Forecast accuracy impact

2. What to Capture After Every Call
   - Key topics discussed
   - Commitments made (both sides)
   - New information learned
   - Next steps with dates
   - Changes in stakeholders/priorities

3. Note Structure Template
   - Standard format to follow
   - Required fields
   - Tags or labels to use

4. MEDDIC Updates
   - How to update qualification data
   - When to flag changes

5. Examples
   - Good note example
   - Bad note example
   - What makes the difference

6. Quick Reference
   - Checklist before saving
   - Common mistakes to avoid