Transferring notes to Salesforce is a pain

Hey wonderful community!


I user salesforce, and gong for my sales calls. Gong is cool and salesforce is robust. But I still end up having the grunt work of taking notes on note pads or books and transferring those notes to salesforce for my manager's visibility and my future reference to work the deal.


Gong gives good labelling but it is additional work to pick the right notes from there. Salesforce takes forever to load.


Note taking and transferring to Salesforce have been my biggest pet peeves. I spend everyday 30-1hr on this grunt work. I have 2-3 calls per day. How do you all deal with this admin work?


Would love to hear ideas or if you feel the same about note taking.

๐Ÿ“ˆ Closing
๐Ÿค“ Sales Tech
โ˜•๏ธ Workflow and Daily Habits
19
Pachacuti
Politicker
4
They call me Daddy, Sales Daddy
I too take notes on pad and paper. But rarely put anything in SF other than โ€œnext stepsโ€. Takes 2-5 min, max. I consider it part of why they pay me a salary.
braintank
Politicker
4
Enterprise Account Executive
Take notes direct in Salesforce?

Scan your notebook and upload attachment to Salesforce?
TennisandSales
Politicker
2
Head Of Sales
both solid options for real.
Sunbunny31
Politicker
0
Sr Sales Executive ๐Ÿฐ
My notebook wavers between having perfect, beautiful writing and a scrawl that looks like it was done around 2:30 am after a bender. Transcribing is always the way for me. :)
butwhy
Politicker
0
Solutions Engineer
Careful with this - Salesforce charges extra for storage fees for anything attached to opps (any object, really).
CuriousFox
WR Officer
3
๐ŸฆŠ
I write very short next steps and keep my real notes in Word or in my handwritten notebook.
antiASKHOLE
Tycoon
2
Bravado's Resident Asshole
I type as a I am talking sometimes, but most times I take notes one paper, doodle a little bit, and then transfer the important stuff to SF. not that big of a deal tbh.
SaaSguy
Tycoon
2
Account Executive
I use Evernote to take notes during meetings and then just copy and paste into Salesforce. Also use Clari, we can update next steps and notes from their UI across all my opptys.
Justatitle
Big Shot
2
Account Executive
Scratchpad or dooly my friend, convince your company to trial either, you'll never look back
Diablo
Politicker
0
Sr. AE
Dooly is awesome, agree
TennisandSales
Politicker
1
Head Of Sales
so im 100% with you. I still take nots on a note pad (well a remarkable tablet really) and then type them into SFDC.

i prefer this now becuase ive realized when i do this, only the SUPER critical pieces of info make it into SFDC and not all the random shit i write down to help mybrain work.
Sunbunny31
Politicker
2
Sr Sales Executive ๐Ÿฐ
The act of writing itself helps the brain work, so youโ€™re also reinforcing your memory that way.
Sunbunny31
Politicker
1
Sr Sales Executive ๐Ÿฐ
That seems like a lot of time for just a few calls.
My notes are pretty lean - any new details I gleaned, fill in next steps, etc. most of the work is after the first call to make sure everything is captured.

I have to ask - I come from the old days, where typing was still taught. Yes, lo the olde tymes before it was called โ€œkeyboardingโ€. Is anybody learning this skill? Itโ€™s why my updates/emails/what have you donโ€™t take forever. Is just the act of entering the info whatโ€™s taking the time?
MeowMeow
Politicker
1
Senior Enterprise Account Executive
Use the talk to text function in SF. It will make you look like an idiot because it doesnโ€™t pick up grammar worth a damn but it used to save a bunch of reps tons of time to scream their notes into their computer. ๐Ÿ˜‚
Kosta_Konfucius
Politicker
0
Sales Rep
Are you doing it day of? you should remember the highlights and shouldn't take that long to summarize.
Diablo
Politicker
0
Sr. AE
I either take notes directly in Salesforce or create and sync notes from Dooly. Saves a lot of my time.
fidelcashflow
Catalyst
0
Account Executive
Scratchpad is the only solution. You can survive with the free version too!
ChunkyButters
Tycoon
0
AE
I use evernote as my personal note too, then basically copy / paste the important shit.

Scratchpad is dope too.
Armageddon
Opinionated
0
Enterprise Account Executive
Retweet! I've heard scratchpad is cool but never used it
aenima
Celebrated Contributor
0
Principal Account Manager
This my greatest issue with SalesForceโ€ฆ. Keeping notes in it is a dumpster fire. Itโ€™s not easy, you can do rich text, and they make you click so many fucking times just to record a note.
scienceofsales
Fire Starter
0
Enterprise Account Executive
We have reps trialing Admin AI ( https://useadminai.com/)

It's kinda like scratchpad but self-driving. It auto-fills sfdc fields by sitting in on calls.
12
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