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[POLL] Note Taking

Β I've tried the following:

  1. Pen-and-paper: efficient, but I don't like looking away from the screen during the call (want to give my full attention to what's been discussed).
  2. Rewatch the meeting later and take notes: not efficient, but the notes are much more detailed this way.
  3. Having another team-mate on the call to take notes: they may not notice things that I did, or what seems important to me may not seem important to them or vice versa.

Would appreciate recommendations!


What do you usually do?
Attached poll
*Voting in this poll no longer yields commission.
😎 Sales Skills
1
NorthernSalesGuru
Politicker
+5
Account Executive
I’m a pen and paper guy but recently migrated to scratchpad for my notes. It’s so much more efficiency especially since I can link them directly to sf opps or contacts etc.
Mehak
Politicker
+3
Co-Founder
Which one?
NorthernSalesGuru
Politicker
+5
Account Executive
DaveGreen
Arsonist
+8
Head of Sales
I’m a big fan of pen and paper. I even use fountain pen, lol..

There are some awesome tools out there that transcribe the whole thing for you as virtual sales assistant if you want to have a look at that
Mehak
Politicker
+3
Co-Founder
I wish I could write using a fountain pen, the farthest I have gone is using the fountain pen feature on iPad :p
Mehak
Politicker
+3
Co-Founder
Which tools? Have you used any personally?
DaveGreen
Arsonist
+8
Head of Sales
Judging from your profile, you might know a few ;)Β 
Show 1 more replies
CadenceCombat
Tycoon
+13
Account Executive
Gong.io is key here but if I don’t have it in my stack, I’ll write my notes on the computer during the meeting ir right after, then update Salesforce.
Mehak
Politicker
+3
Co-Founder
Nice!
CuriousFox
WR Officer
+11
Senior Account Executive
I take notes with pen and paper. I actually remember key points when I physically write vs typing. Could just be me though.
Mehak
Politicker
+3
Co-Founder
That happens to me too, I do like to think I have a pretty good handwriting so seeing it just calms me down and gives me this organized feel.
beerisforclosers
Politicker
+8
Account Manager
I always use pen and paper, and I usually make a point of telling the prospect I'll be taking notes and showing my notebook so they understand when I look away from our call!
Mehak
Politicker
+3
Co-Founder
I am actually going to steal that's strategy :p thank you!

softwarebro
Politicker
+4
Director of Sales
Prospects overall appreciate note-taking - shows you are interested.Β 
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