Effective Call Notes
Good records on HCP interactions
If your salesforce is recording call notes, those call notes must —
- cover essential points and only those points;
- be easy to understand and refer back to;
- support the business, i.e., the call continuum;
- record proper handling of any issues with regulatory implications.
Effective Call Notes is essentially a writing program, but tailored to this particular writing challenge. Key feature: A simple process for structuring a three-step note that covers the critical points.
Other notable features:
- Customized. We customize the content to each client's policies, sales practices, and SFA.
- Deliverable to PCs or iPads. We build your program to be deliverable to range of devices, so that reps with a bit of downtime can view the program no matter where they are.
- Writing tools. Our training doesn't just warn about what not to do; it shows reps what to do. Our simple writing tools keep notes lean yet ensure that the critical points are always covered.
- Job-aid. Our printable job-aid highlights the most important guidelines and features model call notes showing proper handling of different types of HCP interactions.