I understand how people can think that using customer relationship management tools might depersonalized the sales process, but I think that some documentation is better than no documentation.
This will allow a new sales representative a chance to service the customer appropriately. Sales positions often have a lot of turnover, so I think that leaving documentation in the system will make it easier for the next sales person that takes over the account to service the customer.
I don’t think that there are any short cuts when it comes to forming a customer relationship and taking a few extra minutes will help other people service the same account if they ever need to.
Sometimes people get promoted and this makes the transition easier.