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Notes help Dealtree understand the real context behind an account. While Dealtree can use company and people data to generate account intelligence, your own sales context adds another layer of accuracy. Notes can include information from calls, emails, demos, LinkedIn research, referrals, or internal discussions. When you add useful notes, Dealtree can use that context to generate better buying committee recommendations and more practical action plans.

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Pre-conditions

Before using notes to improve results, make sure you have:
  • Created a Dealtree account
  • Logged in to your workspace
  • Added at least one account
  • Added relevant account notes
  • Synced or reviewed the organization data for the account

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Why Notes Matter

Company data can show who works at an account, but it may not always show what is happening inside the deal. For example, public data may show that someone is the CTO, but your notes may reveal that the CTO joined the last demo, raised technical concerns, and needs to approve the solution before the deal moves forward. That kind of context helps Dealtree understand the account more clearly. Notes can help Dealtree identify:
  • Known champions
  • Possible economic buyers
  • Technical evaluators
  • End users
  • Blockers
  • Procurement or legal involvement
  • Deal risks
  • Buying signals
  • Next steps
  • Internal relationships between stakeholders

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How Notes Improve Buying Committee Results

Buying committee mapping depends on understanding who is involved in the buying decision and what role each person may play. Notes can improve this process by giving Dealtree extra context that may not be visible from job titles alone. For example, if you add a note saying: Salman Saafi is our champion and is helping us get introduced to the CTO. Dealtree can use that context when identifying the Champion role and recommending how to engage other stakeholders. Notes can also help when a stakeholder has a broad or unclear title. A person’s job title may not fully explain their influence, but your notes can clarify whether they are a buyer, evaluator, user, blocker, or internal advocate.

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How Notes Improve Action Plan Results

Action plans are more useful when they are based on real account context. When you add notes before generating an action plan, Dealtree can create recommendations that reflect what is actually happening in the deal. For example, notes can help Dealtree recommend actions such as:
  • Ask the champion to confirm the approval path
  • Validate whether the CTO needs to approve technical fit
  • Identify who owns procurement or legal review
  • Prepare a response to a known objection
  • Multi-thread into another department
  • Confirm whether the CEO is involved in the final decision
  • Follow up with a stakeholder who showed interest in the last call Without notes, the action plan may rely mostly on available people data and general sales logic. With notes, the recommendations can become more specific to your account.

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Examples of Notes That Improve Results

Useful notes are clear and specific. For example:
  • Salman Saafi is our champion and wants to introduce us to the CTO.
  • The CTO asked about data accuracy during the demo.
  • The CEO may be involved in final approval because the company is still founder-led.
  • Procurement has not been identified yet.
  • The sales team is evaluating tools to improve enterprise account research.
  • The main objection is whether the org chart data is accurate enough.
  • The champion wants to present this internally next week. These notes help Dealtree understand people, roles, risks, and next steps more clearly.

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Best Practices for Writing Notes

To get better buying committee and action plan results, write notes that explain what matters in the deal. Good notes should include:
  • Stakeholder names
  • Role or influence in the deal
  • Known objections
  • Buying signals
  • Decision process details
  • Upcoming meetings
  • Internal relationships
  • Risks or blockers
  • Next steps Try to avoid vague notes such as:
  • Good call
  • Interested
  • Follow up later
  • Need to check Instead, add more context. For example: The sales leader showed interest in reducing account research time, but wants proof that the stakeholder data is accurate before inviting the VP Sales.

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Important Notes

  • Add notes before generating the buying committee or action plan whenever possible.
  • Keep notes specific, clear, and relevant to the deal.
  • Update notes as new information becomes available.
  • Remove outdated or incorrect notes to avoid confusing the recommendations.
  • Notes do not replace org chart or people data. They enhance the intelligence Dealtree generates.
  • The better your account notes, the more useful your buying committee and action plan can become.