If you’re in biotech sales, you know the real grind isn’t just making your calls — it’s the admin work afterward. Logging customer interactions in Salesforce can eat up hours each week. And let’s be honest: it’s easy to fall behind when you’re juggling back-to-back appointments, sample requests, and follow-ups.
But here’s the good news: you don’t have to start from scratch every time.
This Week’s Time-Saving Tip:
Use a call note template or Quick Text to streamline your Salesforce call logging.
Why This Matters
After a full day in the field, the last thing you want to do is spend 30+ minutes retyping the same types of notes:
- Which product did you discuss?
- What questions did the HCP have?
- What are the next steps?
Multiply that by 6–10 calls a day, and you’re looking at 2–3 hours weekly just on admin. Using a template or Quick Text can cut that time in half — and ensure more consistent, compliant notes.
How to Set It Up
1. Create a Call Note Template
If your Salesforce org allows text templates or pre-filled fields, you can create a standard outline like this:
Product Discussed: [Dropdown or free text]
Key Objections: [Checkbox or bullet list]
Samples Left: [Y/N + Product name]
Next Steps: [Follow-up call, sample request, email, etc.]
Other Notes: [Open text]
Tip: Ask your Salesforce admin if these fields can be added as a custom form or guided flow for logging customer calls. If not, create a personal text template in a Notes app or Quick Text in Salesforce (see below).
2. Use Salesforce Quick Text
Quick Text lets you insert commonly used phrases or notes into fields with just a few clicks. Great for things like:
- Common customer questions
- Standard product messaging
- Typical next steps
Example:
Instead of typing “Discussed benefits of Product X in patients with Condition Y,” just use a shortcut to insert it instantly.
Your admin may need to enable Quick Text for your profile, so don’t be afraid to ask.
3. Bonus: Use Voice-to-Text for Speed
If you’re using the Salesforce Mobile App, turn on voice-to-text to dictate your notes while walking to your car or between visits. It's not perfect, but it's often faster than typing, especially for long notes or summaries.
Real-World Example
Before Template:
Manually writing call notes in free text, typing everything from scratch. Average time per call: 4–5 minutes
After Template:
Using a dropdown template + Quick Text + voice-to-text. Average time per call: 1–2 minutes
That’s 20+ minutes saved per day, or 1.5–2 hours per week.
Try This Now
- Ask your Salesforce admin:
- “Can we set up a call logging template or Quick Text shortcuts for product discussions, objections, and next steps?”
- Not available? Use this sample template in your Notes app or clipboard manager and paste it into each record:
Product:
Objections/Questions:
Samples Left:
Next Steps:
Other Notes: