swerve

Account Executive

Note-taking approach on calls?

Curious to hear from folks are really, really good at taking notes. Ideally Gong would just upload my notes in a summarized format in SFDC, but until that happens (*ahem* Amit *ahem*)...

Do you click away on your Magic Keyboard, risking the inevitable lost rapport from appearing distracted while the prospect talks?

Do you hand-write them in a moleskin and type up a summary post-call?

Do you use your iPad + Apple Pencil and send a screenshot from Apple Notes to SFDC Opps? Or is there some way to natively hand-write notes via your iPad in SFDC via Evernote?

Trying to keep things digital vs. ripping through manual pen and paper, without looking like I'm checked out on the call. How have you cracked the code?

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kiraugais

WR Officer

I work on the WR product

At my company we use https://grain.co/ to record and transcribe calls easily. Highly recommend trying! It saved me many times and not to mention hours of transcribing calls/making summaries in details.

swerve

WR Lieutenant

Account Executive

At a glance it looks like this would overlap with Gong, which already does a decent job of this. My challenge is getting notes into SFDC without a bunch of manual/dual work.

GeneralCorp

Notable Contributor

General of The War Room

If you use salesforce then download Scratchpad. You're welcome. Its exactly what youre talking about. Digital note taking automatically goes into SFDC without doubling work.

swerve

WR Lieutenant

Account Executive

Corp I really...REALLY wanted to like Scratchpad. It’s pretty, but I had to re-do a lot of notes tbh.

GeneralCorp

Notable Contributor

General of The War Room

Well. Thats a you problem unfortunately. You definitely don't have to redo any notes. Change your custom fields maybe, but otherwise no.

Because it sync'd perfectly with my salesforce instance. I did a little customization after the fact because no salesforce instances are the same, but, took my updates from 30 mins to about 2 and my phone notes realtime.

again disclosure: I took an advisor role there because that shit changed the game for me.

swerve

WR Lieutenant

Account Executive

Well then hop on a Zoom and advise a homie! Couldn’t get it working right. I’ll just wait for Grant’s 10x Notes SaaS.

GeneralCorp

Notable Contributor

General of The War Room

I'm happy to set up a call if you'd like. PM me in slack or IG.

CuriousFox

WR Officer

🦊

I write everything with a pen and a notebook. Writing helps me remember important points, but the extra work to enter into a crm is annoying.

SalesPharaoh

Big Shot

Senior Account Executive

I don't feel that typing is a problem, it's that over typing. Definitely going old school has it's pros, but I never felt losing rapport from typing.

Pachacuti

Politicker

They call me Daddy, Sales Daddy

I write in a nice notebook. I put the highlights into SF and thats it. I have tried the electronic route and it just doesn't work for me.

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swerve

Note-taking approach on calls?

10 comments

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