Welcome to my Blog

September 23, 2008

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?

September 23, 2008

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?

June 15, 2009

I am excited that my favorite band, Collective Soul is releasing the first song from their new “album” tomorrow!! Can’t wait to download the song on iTunes!!

Collective Soul Twitter Account
http://ping.fm/9vSOv

Collective Soul Website / Blog
http://ping.fm/CBF2m

Their new tour starting in 2009
http://ping.fm/PSgrl


June 10, 2009

Check this. I get an email in Gamil asking what dates I want to play tennis an upcoming match, then I need to go to Outlook to see when I am open to play, then need to go to a Website to reserve a court, then back to Gmail to confirm, then back to Outlook to block in time…What the?? I thought technology was supposed to help?


June 1, 2009

Boarding the plane for my return to reality.


May 22, 2009

Maureen and I are heading to Grand Cayman for a week of rest and relaxation.


May 16, 2009

With my boy at the pool. He is swiming, and I am reading on my Kindle and listening to some tunes. Life is good!


May 16, 2009

Just finished P90X workout. Ouch!


May 14, 2009

Starting to think about my trip to the Cayman Islands. 8 days to go, then 10 days in paradise!!


May 8, 2009

I hope we find a solution to this Global Wetting!


May 8, 2009

Take roof off, put roof on, take roof off….when will this rain stop. One of the joys of owning a Jeep is to keep the roof off…hard in the pouring rain.


May 6, 2009

Back from client visits. I really do have a great job!