I
I

inthenow

Account Executive

Notetaking

I consider myself a very organized person especially when it comes to keeping track of notes but it's hard to maintain that organization across departments (esp with the SE) when there's no internal process for note taking or keeping track of requirements. Any suggestions? I'm open to all formats/apps/templates etc 
☁️ Software Tech
8

10 comments

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braintank
Politicker
4
Enterprise Account Executive
CRM
GDO
Politicker
4
BDM
perfect answer right here. Sales without a decent CRM is just silly.
Sunbunny31
Politicker
1
Sr Sales Executive 🐰
+1. Only way to have true visibility.
Pachacuti
Politicker
2
They call me Daddy, Sales Daddy
Why do you need an internal process for taking notes? Create your own. A CRM won’t help you really because it won’t address YOUR needs, just your mngts. So create your own.
activity
Politicker
1
VP, Business Development
There's a company called recapped that gives you a template for mutual action plans. This allows for collaboration across multiple departments and ensures all the major questions are answered.
GingerBarbarian
Opinionated
1
Lead Sales
I do not know if you use zoom for calls, but there is a zoom app called Fathom that does live transcription. Afterwords you get a link and can plug that link in your CRM and revisit the whole call.
Diablo
Politicker
1
Sr. AE
Salesforce is our source of truth. How are you doing now ?
TennisandSales
Politicker
1
Head Of Sales
Keep everything in Salesforce if you can.
If you can’t, google doc can work well.
CuriousFox
WR Officer
1
🦊
Use Salesforce or whatever entry system y'all have.
ThatNewAE
Big Shot
0
Account Executive - Mid enterprise
CRM. We are not SFDC sophisticated CRM company. We are just a local CRM company, so even I used to despise updating notes on CRM. I did that in my own "pages" tab in MAc. But it served nobody any purpose.

Then I shifted to Notion, it served just me.

Now I update CRM - more for myself, share link with the SE / Presales / SDR and ask them to update their side of notes too. Every and any account has recent updates now, for myself!

If CRM doesn't work, you can try (additionally, over CRM) Notion. That helped me.

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