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noob

Enterprise Account Executive

Fire Starter
Contributor

Discovery/Qualification Notetaking App - what do we want?

Over the years, the only constant working solution I have used has been OneNote for my discovery notes. Across the board with myself and (ex)colleagues, it's either:


  • OneNote - offline/easy to sync if you're a Microsoft house
  • DropBox Paper - nice for collaboration, but interruptions when you go offline are frustrating
  • Evernote - Not bad until they changed their free tier


I know Scratchpad has a great sales-focused note-taking solution that integrates your notes directly into Salesforce, but it's part of a broader premium suite of enablement solutions.


What are my sales savages using? And, in an ideal world, what would make a crackin' sales note-taking tool?


IMO, if I had a tool that automatically categorised my notes into MEDDPICC synced into the CRM without copy-pasting, it would be a winner.

☑️ Qualification Calls
🔍 Discovery
🛠 Tools
13

20 comments

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poweredbycaffeine
WR Lieutenant
3
☕️
I have snippets in HubSpot with my structure for the call built out. Fill in the notes and boom, follow emails are done before I hang up.
braintank
Politicker
0
Enterprise Account Executive
I do something similar with text expander in Salesforce
ReadTheScript
Politicker
0
Sales Manager
This is where it's at. I'm awful at building out the snippets but they're great when implemented.

Any tips?
TennisandSales
Politicker
2
Head Of Sales
i take notes directly in salesforce.

When i set a meeting in calendar it auto creates and event in Salesforce.
I take notes dirrectly in that event and link it to my opportunity.
Then anyone who needs to see it can. this has been the best option for me.
noob
Fire Starter
1
Enterprise Account Executive
This sounds like a gamechanger - how come our salesforce instance doesn't do that (sends snippet to CRM manager)
braintank
Politicker
0
Enterprise Account Executive
This is the way
fuzzy
Notable Contributor
2
CMO (Chief Meme Officer)
HiDock/HiNotes (chatgpt transcription and summary akin to Fireflies) + Rocket Notebook (reusable notebook) + Boox Note Air 3 (e-ink)
fuzzy
Notable Contributor
2
CMO (Chief Meme Officer)
I used to take notes in Salesforce until I realized I should be keeping a little black book of all my clients that I can take from job to job.
CuriousFox
WR Officer
2
🦊
I don't keep notes for folks to see. I ain't helpin nobody snake my shit.
amdroid4504
Member
1
.
Now Im curious. What’s the story here
noob
Fire Starter
1
Enterprise Account Executive
Aha there is definitely a story here...
oldcloser
Arsonist
1
💀
Fireflies- thorough, cheap, easy. I don’t need to chop my shit up into PICCY pieces though.
braintank
Politicker
1
Enterprise Account Executive
I put my notes in my CRM
Diablo
Politicker
1
Sr. AE
Dooly + pen/paper
Justatitle
Big Shot
1
Account Executive
It's all up here my man
Beans
Big Shot
1
Enterprise Account Executive
Pen & Paper, I retain better and then can transfer and clean up to SF.
Old school and redundant, but I don't miss anything.
Beans
Big Shot
1
Enterprise Account Executive
GONG's new AI is pretty strong and even correlates to MEDDPICC tho, I like that a as a quick check.
LambyCorn
Arsonist
1
A mfkn E
chorus fucking sucks it misses 1 in 5 calls
noob
Fire Starter
0
Enterprise Account Executive
a whole call or major snippets within a call?
LambyCorn
Arsonist
1
A mfkn E
the entire call

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