--- title: 1. Record Everyday VOC notes in your CRM description: When you finish your customer call, it's time to clean up your notes and send them in 2 directions. --- [Skip to content](https://support.theaiminstitute.com/en/1.-recording-in-your-crm#main-content) English Show submenu for translations ![AIM-logo-white.png\]](https://support.theaiminstitute.com/hs-fs/hubfs/AIM-logo-white.png?height=40&name=AIM-logo-white.png) Open main navigation Close main navigation - English Show submenu for translations - Contact us Contact us BlueHelp® Knowledge Center - There are no suggestions because the search field is empty. 1. [BLUE HELP](https://support.theaiminstitute.com/en?hsLang=en) 2. [Everyday VOC](https://support.theaiminstitute.com/en/everyday-voc?hsLang=en) 3. [After your Everyday VOC call](https://support.theaiminstitute.com/en/everyday-voc?hsLang=en#after-your-everyday-voc-call) # 1. Record Everyday VOC notes in your CRM ## When you finish your customer call, it's time to clean up your notes and send them in 2 directions. During the customer visit, you probably took hand-written notes or did some fast typing. In either case, you'll probably need to a) clean up your notes, and b) enter them into your CRM (customer relationship management) software. Here are some tips for doing this. Your goal should be for any reader in the future to read your notes and feel as though they "had been there" with you. ![Cleaning up your notes](https://support.theaiminstitute.com/hs-fs/hubfs/Cleaning%20up%20your%20notes.jpg?width=688&height=422&name=Cleaning%20up%20your%20notes.jpg) You might have a lot of information to record from your visit, such as... - customer job changes - order status - industry trends - competitive pricing information Record the above as you normally would, but treat Everyday VOC customer **outcomes** differently. For these, you should either have a separate entry field in your CRM... or at least include a separate "outcome" paragraph for each. Put your Outcome Statement (**Clarify**) at the top if each outcome entry, followed by your "**What**" and "**Why**" notes. ![Send your notes in 2 directions-1](https://support.theaiminstitute.com/hs-fs/hubfs/Send%20your%20notes%20in%202%20directions-1.jpg?width=688&height=429&name=Send%20your%20notes%20in%202%20directions-1.jpg) You should send your notes in 2 directions: - **To Customer**: Send some portion of these notes to the customer you just met with. This lets them correct you, but more important, it signals you are a professional that is interested in what *they* had to say. - **To CRM**: Enter your notes in your CRM. Unless you have an amazing memory, you'll need these notes to review before your next customer visit. And these notes can be used later by your marketing or product management staff for "[Market Scouting](https://support.theaiminstitute.com/en/2.-market-scouting?hsLang=en)" (data-mining to detect trends in customer needs). Unfortunately, this isn't "how it works" at many B2B companies. In our discussions with many B2B companies, we hear complaints that many of their salespeople are not diligently recording the results of their sales calls. This was reinforced in our research, [*VOC Skills that Drive Sales*](http://www.VOCforSales.com), which found that CRM data capture was scored as the *least* proficient out of 12 VOC-related skills (page 11). ![VOC Skills report cover w border-1](https://support.theaiminstitute.com/hs-fs/hubfs/VOC%20Skills%20report%20cover%20w%20border-1.jpg?width=688&height=885&name=VOC%20Skills%20report%20cover%20w%20border-1.jpg) And yet this same research showed a strong correlation between entering CRM data and *exceeding sales quotas* (page 13). Why? Here are some likely reasons: - The discipline of writing helps salespeople crystalize impressions and next steps. - They can review past notes to better prepare for their next visit with this customer. - They use their notes to summarize their meeting in follow-up emails to customers. - Their CRM notes help them gain needed support from their home-office colleagues.   Keywords: CRM, customer relationship management, notes, Everyday VOC,  hand-written, clean up, customer outcome, what, why, clarify, outcome statement, VOC skills, CRM data entry - [Blueprinting Center & Methodology](https://support.theaiminstitute.com/en/blueprinting-center-methodology?hsLang=en#main-content) - [What is New Product Blueprinting?](https://support.theaiminstitute.com/en/blueprinting-center-methodology?hsLang=en#what-is-new-product-blueprinting) - [How is Blueprinting learned and applied?](https://support.theaiminstitute.com/en/blueprinting-center-methodology?hsLang=en#how-is-blueprinting-learned-and-applied) - 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[Discovery Interviews (Step 2)](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#main-content) - [How to plan Discovery interviews](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#how-to-plan-discovery-interviews) - [Preparing your interview team](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#preparing-your-interview-team) - [Convincing customers to be interviewed](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#convincing-customers-to-be-interviewed) - [How to handle confidential info in an interview](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#how-to-handle-confidential-info-in-an-interview) - [How to conduct a Discovery interview](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#how-to-conduct-a-discovery-interview) - [Finding & using a digital projector for interviews](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#finding-using-a-digital-projector-for-interviews) - [How to conduct a customer tour](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#how-to-conduct-a-customer-tour) - [How to debrief & follow-up a Discovery interview](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#how-to-debrief-follow-up-a-discovery-interview) - [Engaging your sales colleagues in interviews](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#engaging-your-sales-colleagues-in-interviews) - [Engaging distributors in interviews](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#engaging-distributors-in-interviews) - [Interviewing customers down the value chain](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#interviewing-customers-down-the-value-chain) - [How to interview remotely with web-conferences](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#how-to-interview-remotely-with-web-conferences) - [How to interview at trade shows & other venues](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#how-to-interview-at-trade-shows-other-venues) - 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[How to select Top Picks (TP)](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#how-to-select-top-picks-tp) - [How to use Trigger Maps](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#how-to-use-trigger-maps) - [How to form Outcome Statements](https://support.theaiminstitute.com/en/discovery-interviews-step-2?hsLang=en#how-to-form-outcome-statements) - [Preference Interviews (Step 3)](https://support.theaiminstitute.com/en/preference-interviews-step-3?hsLang=en#main-content) - [How to prepare for Preference interviews](https://support.theaiminstitute.com/en/preference-interviews-step-3?hsLang=en#how-to-prepare-for-preference-interviews) - [How to schedule Preference interviews](https://support.theaiminstitute.com/en/preference-interviews-step-3?hsLang=en#how-to-schedule-preference-interviews) - [How to conduct a Preference interview](https://support.theaiminstitute.com/en/preference-interviews-step-3?hsLang=en#how-to-conduct-a-preference-interview) - [How to analyze your Preference data](https://support.theaiminstitute.com/en/preference-interviews-step-3?hsLang=en#how-to-analyze-your-preference-data) - [How to build your Market Case](https://support.theaiminstitute.com/en/preference-interviews-step-3?hsLang=en#how-to-build-your-market-case) - [Rest of Blueprinting (Steps 4-7)](https://support.theaiminstitute.com/en/rest-of-blueprinting-steps-4-7?hsLang=en#main-content) - [How to build & use a value calculator](https://support.theaiminstitute.com/en/rest-of-blueprinting-steps-4-7?hsLang=en#how-to-build-use-a-value-calculator) - [Blueprinting Step 4: Side-by-side testing](https://support.theaiminstitute.com/en/rest-of-blueprinting-steps-4-7?hsLang=en#blueprinting-step-4-side-by-side-testing) - [Blueprinting Step 5: Product Objectives](https://support.theaiminstitute.com/en/rest-of-blueprinting-steps-4-7?hsLang=en#blueprinting-step-5-product-objectives) - [Blueprinting Step 6: Technical Brainstorming](https://support.theaiminstitute.com/en/rest-of-blueprinting-steps-4-7?hsLang=en#blueprinting-step-6-technical-brainstorming) - 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[Step 1. Brainstorm Assumptions](https://support.theaiminstitute.com/en/minesweeper-de-risking?hsLang=en#step-1-brainstorm-assumptions) - [Step 2. Consumption Chain](https://support.theaiminstitute.com/en/minesweeper-de-risking?hsLang=en#step-2-consumption-chain) - [Step 3. Individual Ratings](https://support.theaiminstitute.com/en/minesweeper-de-risking?hsLang=en#step-3-individual-ratings) - [Step 4. Team Ratings](https://support.theaiminstitute.com/en/minesweeper-de-risking?hsLang=en#step-4-team-ratings) - [Step 5. Review Certainty Matrix](https://support.theaiminstitute.com/en/minesweeper-de-risking?hsLang=en#step-5-review-certainty-matrix) - [Step 6. CheckPoint Plan](https://support.theaiminstitute.com/en/minesweeper-de-risking?hsLang=en#step-6-checkpoint-plan) - [Step 7. 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