I either use my phone or a notepad and pen. I feel like if I physically write something down, my ability to retain the information is much higher....too bad my handwriting is equivalent to hieroglyphics....
Ace
Arsonist
0
CEO
haha. but you are right. Its proven scientifically
SheWOLF
Opinionated
0
TC Sales
This is 100% me, and I can never seem to write straight either I start on one side of the paper and somehow end up writing sideways and all sorts of silly symbols.
xxx
Valued Contributor
0
CRO
I used to be 100% digital. But in order to retain I write it out the type it out/distill it down afterward. Has helped with my retention as well.
Rallier
Politicker
6
SDR Manager and Consultant
I've heard EverNote is amazing when it comes to this
Salespreuner
Big Shot
0
Regional Sales Director
Thanks for suggesting
Ace
Arsonist
0
CEO
I've used evernote before but I feel its outdated now
ChiefGreef45
Catalyst
0
Account Executive
I'm a big fan of EverNote, but have been curious around tools that automate the note taking, like otter. Feel like I spend too much time on trying to add notes and not hear key things the customer is bringing up during our conversation
yosemite2221
Good Citizen
0
Account Executive
I'm a big fan of EverNote
Unicorn.Hunter
Politicker
0
Enterprise Account Executive
love Evernote! Hate that you have to buy premium to get it on multiple devices
HarryCaray
Notable Contributor
3
HMFIC
OneNote
Ace
Arsonist
1
CEO
Oh. Never heard of this lol
HarryCaray
Notable Contributor
2
HMFIC
Standard out of the box program with Microsoft
Ace
Arsonist
0
CEO
Is it good?
Tres
Politicker
0
Account Executive
OneNote is nice because of the Microsoft integrations, so I like it
Ace
Arsonist
0
CEO
Aah that makes sense
Chet
1
Account Executive
You can install OneNote on your laptop, tablet and mobile and it updates in real time. I was constantly using multiple notepads and couldn’t keep up with my old notes. Makes note taking a lot simpler and more effective.
JuicyKlay
Celebrated Contributor
2
AM
GoodNotes
Ace
Arsonist
0
CEO
Never heard. Will check it out
Salespreuner
Big Shot
0
Regional Sales Director
Got to check it. Thanks for suggesting
CuriousFox
WR Officer
2
🦊
I have a color coded notebook system. I remember things better when I physically write vs type.
Ace
Arsonist
1
CEO
That's good. I like physical writing too. Contemplating to go digital with the writing now as well
Accidental_Sales_Guy
Politicker
2
Account Executive
I'm a HUGE advocate for Dooly. It's super easy to take notes and update salesforce at the same time.
Ace
Arsonist
0
CEO
Do we have to integrate it to salesforce?
Accidental_Sales_Guy
Politicker
0
Account Executive
Not sure on what it's like standalone or with other CRMs. The integration is the biggest value point for our company (~500 sales reps) since salesforce is so slow and cumbersome.
Ace
Arsonist
0
CEO
Got it. Will check it out then
salesdongle
Good Citizen
1
AE - Named Accounts
We use Scratchpad. Tried Dooly which doesn't scale well, and very cumbersome. Scratchpad is wicked fast, intuitive and the team there is phenomenal.
Ace
Arsonist
1
CEO
A lot of testimonials for this I've heard. Really inclined to check it out
AlecBaldwinsHairline
Valued Contributor
2
Head of Sales Development
Pen & Paper FTW
Ace
Arsonist
0
CEO
All the way!
FloirsM
2
Key account manager
Evernote all the way
iSell
Opinionated
2
ADR
Evernote is fire
SDMHGWarrior
Tycoon
2
CEO
Love pen and paper.
Ace
Arsonist
0
CEO
The classic
OingoBoingo
Executive
2
Sr. Enterprise Account Executive
Although it's pricey I'm digging my remarkable paper tablet. All notes sync to cloud
Ace
Arsonist
1
CEO
Maaan I'm trying to get my hands on remarkable 2 since last year but they don't deliver where I am at right now. So will either wait or will buy once I move
OingoBoingo
Executive
2
Sr. Enterprise Account Executive
I feel terrible saying this but I got mine pretty quick, within a couple days of ordering. I keep hearing horrible stories on inventory with them so I got super lucky
Ace
Arsonist
1
CEO
That's awesome. Surely lucky. I dont know why they aren't global with this. They def have a great product
Chep
WR Officer
1
Bitcoin Adoption Specialist
I just use the C.R.M for my notes
Ace
Arsonist
0
CEO
But that's for work. Any others for personal?
Chep
WR Officer
0
Bitcoin Adoption Specialist
I see. Sometimes I will write in my journal and occasionally I'll use Google docs
Ace
Arsonist
0
CEO
Got it!
braintank
Politicker
1
Enterprise Account Executive
CRM for work. Keep for personal (b/c Android).
Ace
Arsonist
0
CEO
Keep is the easiest of them all
Salespreuner
Big Shot
0
Regional Sales Director
Keep - 100% !
thegrinch
Politicker
1
SDR
The good old pen and paper. One less tab and window to have open..
Ace
Arsonist
0
CEO
Haha I feel you there
Wolfe
Politicker
1
BDR
Google Keep and OneNote
Ace
Arsonist
0
CEO
Keep is really good
Archivist
Contributor
1
Sales Manager
Scratchpad.com or Dooly.AI both directly link your notes into Salesforce and should be standard for any org using SFDC
Ace
Arsonist
2
CEO
Will check em out
Soldmysoultoselltech
Praised Answer
1
Account Executive
OneNote on 365. Absolutely class
Ace
Arsonist
1
CEO
Man so many OneNote fans here
Soldmysoultoselltech
Praised Answer
1
Account Executive
Let's be honest, I dont even know if its that good. I just cant see myself trying to learn my way around a new note tool. Im in too deep
Ace
Arsonist
1
CEO
Haha I feel you on that. I just started using Notion. Not really deep into it yet but loving it so far
Soldmysoultoselltech
Praised Answer
1
Account Executive
Ill give it a peaksie. I still always have the old scribbles/chicken scratch on a notebook for meetings though. Muscle memory at this point
DirtyRedFace
Good Citizen
1
Solution Architect
Switched from OneNote to Evernote and will never go back
FiresideChads
Good Citizen
1
Account Executive
Scratchpad is going places...
Ace
Arsonist
0
CEO
Simple
cw95
Politicker
1
Sales Development Lead
The 'ol Quill & ephemera
Salespreuner
Big Shot
0
Regional Sales Director
Pen and notepad works best :). Good old ways!
Ace
Arsonist
0
CEO
Surely. I'm getting myself into Notion of lately. Love their features
Salespreuner
Big Shot
0
Regional Sales Director
😇
sugardaddy
Politicker
0
Head of Sales
Pen and notes on meetings and using Google Docs for sharing with rest of the team and company
Ace
Arsonist
0
CEO
Good idea
ninjaturtle
Executive
0
Business Development
Jiminny has been pretty good
Ace
Arsonist
0
CEO
Got to check this one too
Smithy
Politicker
0
Director of Sales
Paper and pen for me and I have my own system of how I take notes.
it can be frustrating as I then need to type them out in the CRM afterward but I genuinely believe it helps me remember
Ace
Arsonist
0
CEO
Oh I see. Paper and pen is the easiest too. Lately trying to get into notion
swizard
Celebrated Contributor
0
Sales Evangelist
whichever is near and easy to start typing in.
Ace
Arsonist
0
CEO
that's one way to do it
SheWOLF
Opinionated
0
TC Sales
Microsoft OneNote or Pen and Paper. Sometimes if I'm sending out a recap email I just type my notes in an email that I'm going to send.
Ace
Arsonist
1
CEO
Makes sense. Onenote and pen and paper seems to be the theme of this thread
Lambda
Tycoon
0
Sales Consultant
One Note is king for me!
Ace
Arsonist
0
CEO
Alright I've been hearing it a lot. Got to check it out now
stanrym
Valued Contributor
0
CEO
I'm a fan of pen and paper. so I write keywords on my notepad during the call, but then use notion to write whole notes after the call.
Ace
Arsonist
0
CEO
That's efficient I think. And easier too
SaaSguy
Tycoon
0
Account Executive
Evernote is pretty good, i use it for my disco notes and keeping track of my month
Ace
Arsonist
0
CEO
Disco notes?
General_4
Opinionated
0
AE
Discovery Notes. Usually the first call.
Ace
Arsonist
0
CEO
Oh got it.
softwarebro
Politicker
0
Sales Director
record on phone and type notes post-call. Ill note big talking points on scratch paper.
105 comments