How to Run a High-Performance Sales Process with NOAN

If you’re tired of juggling spreadsheets, scattered notes, and missed follow-ups, it’s time to see how NOAN can transform your sales workflow. Here’s a step-by-step guide to running a seamless, AI-powered sales process—just like I do.

1. Automate Lead Capture with Typeform + NOAN

What to do:
Connect your lead capture form (Typeform, Google Forms, etc.) directly to NOAN using Zapier or native integrations.

Key Features Used:  

• NOAN Network: Every new lead is automatically added as a contact.
• Auto-Tagging: Leads are instantly tagged (e.g., “Inbound,” “Demo Request”) so you can segment and prioritize.
• Assistant Integration: The assistant recognizes new leads and can trigger workflows or reminders.

Why it matters:
No more manual data entry. Every lead is captured, organized, and ready for action the moment they hit “submit.”

2. Capture Every Sales Call with Granola + NOAN

What to do:
Sync your Granola note taker (or any call recording tool) with NOAN. After each call, your notes and transcripts are automatically attached to the right contact.

Key Features Used:  

• Contact Memos: Store detailed call notes, transcripts, and action items in each contact’s record.
• Network Search: Instantly pull up any past conversation or note before your next call.
• AI Summarization: Ask the assistant to summarize key points or extract action items from your call notes.

Why it matters:
You’ll never lose track of a conversation, and every team member can get up to speed in seconds.

3. Analyze Leads & Prep for Calls with AI

What to do:
Before your next sales call, use NOAN’s assistant to research the lead, review their history, and surface the most relevant value props.

Key Features Used:  

• Research Memory: Store and retrieve research on any lead or company by triggering the Research workflow.
• Fact Base: Keep your sales value propositions, case studies, and product benefits in Smart Blocks for instant recall.
• Assistant Q&A: Ask, “What’s the best angle for this lead?” or “What case study should I mention?” and get tailored suggestions.

Why it matters:
You walk into every call prepared, with insights and talking points that resonate.

4. Effortless, Personalized Follow-Up

What to do:
After a call, ask the assistant to draft a follow-up email—drawing on your notes, research, and the lead’s specific needs.

Key Features Used:  

• Assistant: Instantly generate on-brand, personalized emails.
• Contact Context: The assistant uses all stored info to tailor your message.
• Outbound Email Integration: Send directly from NOAN or copy to your email client.

Why it matters:
Follow-up is fast, relevant, and never generic—helping you stand out and close more deals.

5. Keep Your Sales Playbook Up to Date

What to do:
Store your best pitches, objection handlers, and value statements in NOAN’s Fact Base. Update them as you learn what works.

Key Features Used:  

• Facts: Organize and update your sales collateral, scripts, and proof points.
• Assistant Recall: Instantly pull up the right pitch or answer for any scenario.

Why it matters:
Your sales process gets smarter over time, and every team member always has the latest, most effective messaging.

With NOAN, you can automate the busywork, keep every detail organized, and focus on what really matters—building relationships and closing deals. If you want to see this workflow in action, book a call and I’ll walk you through it step by step.

Ready to run your sales like a pro? NOAN makes it possible.

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