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Capturing Discovery notes

Lets hear it from around the room....how do people capture their discovery notes?


I used to be a hand written guy. Something about writing it down on paper and then typing up into the CRM, helped me create better recap emails.


I am starting to get more into taking notes directly into CRM, almost transcribing the call and then making sense of the notes later.


Any other ways to capture?

Salesforce Notes be wildin'
Attached poll
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๐Ÿ‘‘ Sales Strategy
4
HarryCaray
Notable Contributor
+14
Regional VP
keep it all in OneNote, transfer to SFDC as applicable.ย  Only hangup is when you copy and paste bulleted notes in there, SF loses it's mind
salesnerd
WR Officer
+16
Head of Growth
I find when people are typing on a call to be incredibly distracting, personally. Even if I know they're taking notes on the call it throws me off.ย 
DwightsEgo
Politicker
+3
BDR Manager
I feel this. I think about how writing notes makes me a little more present...more like I am listening to understand as opposed to listening to take notes and understand later.....

if that makes sense
CuriousFox
WR Officer
+11
Needer of Life Alert
I write. It helps with memory and recall.ย 
SA
SADNES5
Politicker
+6
Business Development
All about the muscle memory my man.ย 
Ask the same probe questions in roughly the same order, let the client speak.ย 
USE SILENCE as a tool, keeps them talking, lock that into short term memory.
Scribble like mad POST meeting.ย 
softwarebro
Politicker
+4
Director of Sales
In the covid world that is Zoom, I record my calls on my phone so I can better pay attention. In-person meetings its pen and paper!
DwightsEgo
Politicker
+3
BDR Manager
Ive heard some people talking about this- even pre covid. Would straight up have a recorder, phone on speaker (in a room) and record it. I think there are some "laws" against that in certain states but, its all for the greater good.ย 

I dig it
FromaBlankPerspective
Opinionated
+3
District Manager
Write then type. I work
with some โ€œold schoolโ€ buyers and honestly I think they like to see me writing, and retyping it helps me to organize it and search later.
Mellamo_kenny
Good Citizen
+1
Account Executive
Ive tried taking a hybrid approach recently, transcribing when customers go on monologues, writing down key points/questions for later and then cleaning it up for all my "metrics-driven" executives to see ๐Ÿ˜ณ๐Ÿ˜…
Kanyebut4sales
WR Lieutenant
+6
Account Executive
Iโ€™ve used onenote, Hugo, Dooly, and scratchpad but donโ€™t take advice from me I suck and notes
To
TommyCallahanIV
Good Citizen
Mid-Market Sales Manager
Either way, manager gonna bitch at you
DwightsEgo
Politicker
+3
BDR Manager
hahaha- truth. "Oh did you get this?"ย 
NeildeSaaSTyson
Good Citizen
+1
Senior Account Executive (MM)
I use EverNote on the call then transfer to CRM right after - I've had CRM crash or freeze on me, or just closed the opp without saving and wanted to jump off a bridge, so EverNote removes that risk.ย  It also has a solid phone app so I can see notes on my phone if I'm OOO.ย ย 


We also use Gong to record and analyze calls so taking notes is somewhat redundant.ย ย 
5
Discovery Call Tips
Advice
3
3
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Question
6
3
Slides on a discovery call
Discussion
11
Do slides on a discovery call decrease success rates?
Al Mi
+28
AllBiteNoBark , ย  MickyT , ย  verbalzzzzzz ย  and 28 people voted
*Voting in this poll no longer yields commission.