Published on
Jan 2023


◗◗Why your salespeople struggle to enter notes in CRM after an event

5 min. read
Why your salespeople struggle to enter notes in CRM after an eventmomencio


Events, such as business conferences and trade shows, can be a goldmine for gaining new clients or customers if you meticulously track the leads you meet and diligently record your interactions and observations as notes in CRM. Yet, salespeople often struggle with keeping these potential leads up-to-date. For instance, if a salesperson didn’t have time to enter notes in CRM because they had to catch a flight, they would miss out on capturing valuable contact information. Neglecting to enter notes in CRM after an event leads to missed opportunities to grow the business and can negatively impact a company’s bottom line. But why does this happen? Let’s explore the reasons behind this struggle with notes in CRM and how addressing it can enhance your business growth.

The CRM Platform Is Complicated 

Ease of use is an essential factor in any software product, and it also has the potential to increase productivity among workers.  But when the platform is complicated, it can deter your salespeople from using it. Thus, it’s critical to have customer relationship management software that makes collecting lead information simple. 

Consider CRM software and marketing automation platforms that provide ease of integration. Salespeople can use it across different devices in various settings, such as a tablet at the event and a desktop at work. 

You can also select CRM software that helps your salespeople track customer engagement after the event. CRM software simplifies the lead retrieval process, making it easy to access the lead’s information from mobile devices. For example, the salesperson can use a customer relationship management system via an event management app or a lead retrieval app. 

You can help your sales team get to know the customer relationship management platform by making it a part of your onboarding or training process. You can also enhance ease of use by integrating content from existing systems that you use and setting up dashboards. 

This allows your salespeople to immediately use the customer relationship management platform without the complications of navigating to find important information about their leads. By putting the information in front of the salespeople and making it easy to access, you can encourage your team to use the product to its full potential. 


Your Salespeople Don’t Understand the CRM’s Value

It’s important to emphasize how significant customer relationship management software is to enhancing the customer experience and generating sales. If your sales team lacks this knowledge, they may not focus on using the platform or may not use it altogether. 

Moreover, if your salespeople aren’t even using the customer relationship management platform you provide, then there’s no way that you can get the valuable data you need about your leads. You can resolve this issue by driving the value of the customer relationship management platform. 

Explain the importance of the platform in improving sales follow-up with automated steps, including reminders for when to follow up and the next steps to take. When you use customer relationship management software powered with marketing automation and lead retrieval, such as momencio, you can amplify your engagement, enhance your sales follow-up, and create a personalized experience at the booth during your next event. 

Momencio can also simplify the lead retrieval process, including expediting the badge scanning process. It can also push lead data to a customer relationship management platform, such as Salesforce. 

Final Thoughts  

Being able to follow up with a lead after an event is crucial to continuing the conversation. That’s why it’s important to leverage a lead retrieval platform like momencio that can help your business automate lead follow-up and track engagement data post-event to personalize the experience better. 

By having strong customer relationship management software that’s easy to use, your salespeople can drive value behind the events while converting leads into paid customers.  


FAQs on Notes in CRM for Event Leads

  1. Why is it important to record notes in CRM immediately after an event?
    1. Recording notes in CRM immediately after an event is crucial because it captures the essence of your interactions with potential leads while the details are still fresh in your mind. This practice ensures that no critical information is lost, allowing for more personalized follow-up communications. By meticulously documenting these interactions, you can significantly enhance the quality of your lead nurturing process, improving the chances of converting these leads into valuable customers.
  2. How does failing to enter notes in CRM affect business growth?
    1. Neglecting to enter notes in CRM after meeting potential leads at events can lead to missed opportunities for business growth. Without detailed notes, follow-up efforts may lack the personalization needed to engage leads effectively, resulting in a lower conversion rate. This oversight can directly impact a company’s bottom line by failing to capitalize on the initial investment made in attending the event.
  3. What are some common reasons for the struggle with maintaining up-to-date notes in CRM?
    1. The struggle with maintaining up-to-date notes in CRM often stems from the complexity of the CRM platform, a lack of understanding of its value among salespeople, and the time constraints faced during busy events. Salespeople might find the CRM interface cumbersome or not intuitive, discouraging timely data entry. Additionally, if the benefits of using the CRM are not clearly communicated, sales teams may not prioritize this task, especially under the time pressures of event schedules.
  4. How can the use of advanced CRM software, like momencio, simplify the lead retrieval process?
    1. Advanced CRM software like momencio simplifies the lead retrieval process by offering easy integration with event management and lead retrieval apps, ensuring seamless access to lead information across devices. momencio’s user-friendly interface and mobile accessibility make it convenient for salespeople to enter and access notes on-the-go, enhancing efficiency. Additionally, momencio can automate follow-up processes and provide real-time insights into lead engagement, further streamlining the lead management process.
  5. What steps can organizations take to encourage their sales team to utilize CRM software effectively?
    1. Organizations can encourage their sales teams to utilize CRM software effectively by choosing user-friendly platforms like momencio, integrating the CRM with existing systems for a seamless experience, and providing comprehensive training as part of the onboarding process. Highlighting the CRM’s value in enhancing customer relationships and sales outcomes, along with setting up personalized dashboards, can also motivate salespeople to use the software to its full potential.

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