Welcome to my Blog

I have been in Sales & Marketing roles for over 15 years and have an interest in creating and collecting best practices for sales.  I plan on adding some of my thoughts and ideas as a way for the Sales Community in general to pool our resources.  We in Sales tend to reinvent the wheel over and over again.  Why?  I have met so many sales folks with such great ideas, but those ideas never seem to spread.  Well, let’s spread those ideas around.

My intent is not to tell you how great I am (I am not so great), or that my ideas are the best (they are not), but to create an open dialog for sales people to share so we can decide as a community what ideas may be best for us.

Sound good?  Jump in!  Post your thoughts and ideas!

- DT

TheSalesRoom

What is the best way to take notes for a Customer meeting?

I have struggled with this for years.  What is the best way to take notes from a sales meeting?

• I don’t want to write notes just to write notes. (Did you ever see a Sales person writing feverishly during a meeting, but as far as you can tell the customer was not really saying anything relevant?)
• Paper or electronic?
• what is the best way to save and make follow up items actionable?

I have been dabbling with Microsoft’s OneNote, and have been pleased.  It allows for fairly free-form entry, and includes some Sales Meeting templates that are helpful in organizing meeting details.  I will share some details on how I use OneNote in s separate post.

What do you use?

• Paper?  Outlook or other Corporate email tool?  Microsoft OneNote?
• If you use paper during a meeting, do you transfer that info into your digital tool of choice, or keep it on paper?

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Gartner Analyst Richard Fouts now open for meetings in Atlanta on 12/10. Want to discuss your go-to-market strategy with him? Let me know.

I will have Gartner Analyst, Richard Fouts in Atlanta on December 10, 2009 to meet with clients to help them with brand management, market and competitive position, messaging, sales, and go-to-market strategies. If you are a client and interested in meeting him let me know.
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Gartner’s Malik: Re-evaluate the biz impact analysis before launching a major implementation of virtualization for DR #GartnerDC

Easy flight into Vegas. Time flies when you watch movies you like.