fuzzy

CMO (Chief Meme Officer)

What do you use to track notes?

Personally,

while QuotaPath is the dopest commission tracker (alongside their sweet ass notebook they should totally sell.)

I want to know what tool(s) you use to track deals and people?

While I use SalesLoft on the reg, I’d love to see a Sales-style Rocketbook.

I use OneNote a lot. And I’m heavily considering buying a reMarkable 2 because I actually enjoy writing shit down. I also use Dex in my personal life.

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salesnerd

WR Officer

Head of Growth

I might be crazy, but I use a moleskine notebook and a nice pen.

Like many salespeople I have ADHD, so when I write things down I remember it a lot better. Plus I can doodle while people are talking and it helps me concentrate.

BulkPony

Tycoon

Enterprise Account Executive

I've been using a moleskine and the same type of pen for years. Writing it down on paper is easier and more efficient for me, and I agree with your point about better memory when writing things down.

salesnerd

WR Officer

Head of Growth

What's your go to pen? I used to be a diehard Pilot G2 person but when I started using Moleskine I found it bled/smeared too much so I ended up on the uni-ball Jetstream ballpoint for the past couple of years and like it.

BulkPony

Tycoon

Enterprise Account Executive

I've been on the Pilot G207 train for a long time. I've had it smear a few times but no issues with bleeding through the pages.

CaneWolf

Politicker

Call me what you want, just sign the damn contract

The memory thing about writing it down being good for memory is proven by science. Fun fact, doodling helps retain information that you didn't write down.

Y'all must have much better handwriting than I do. If I take written notes I have to spend a while figuring out what the hell I wrote.

Kole

Opinionated

Junior Account Executive

I used OneNote and copy and paste it into SF. Pain in the ass, now I keep seeing Dooly, makes me want to get a demo...

PhlipOut

Politicker

Account Executive

same, but with evernote. I only paste summaries in SF tho

CuriousFox

WR Officer

🦊

"If it's not in Salesforce it doesn't exist..."

Blah.

I use several color coded notebooks for the vertical markets I cover. I remember points/facts from client meetings better this way.

Kanyebut4sales

WR Lieutenant

Account Executive

Noted analytics, scratchpad, Dooly, Evernote, Google docs...Stop using pen and pad lol It never makes it back to the CRM

allbusiness

WR Officer

Senior Technical Business Analyst

I am a habitual note taker (OCD). So they're everywhere.

MMMGood

Celebrated Contributor

Senior Account Executive

Notebook and pen? And then logging them in the CRM. Retyping them is a way for me to recount and start strategizing.

fuzzy

Notable Contributor

CMO (Chief Meme Officer)

One of the reasons why I got a RocketBook and will eventually get a reMarkable 2

MMMGood

Celebrated Contributor

Senior Account Executive

Gonna check those out now. Thanks.

LordBusiness

Politicker

Chief Revenue Officer

I use a twisted combination of top bound spiral note books, unread/opened/half written emails/ and Monday.com.

LoneMaverick

Executive

Strategic Account Leader

We use Chorus and I really like it. I also have a note book I wrote down notes but I can’t read my own handwriting

NorthernSalesGuru

Politicker

Manager, Outbound Sales

Scratchpad over everything. @GeneralCorp

mrworldwide

Good Citizen

scratchpad has been awesome for account mapping/notes to be uploaded on SFDC

DentalSales

Good Citizen

Managing Director

HubSpot for tracking deals and people. Moleskine + pen for random notes, scratchpad, etc.

CaneWolf

Politicker

Call me what you want, just sign the damn contract

Take notes in Notes, copy/paste to Salesforce. Anything I need to do in the next 24 hours, I write down on the notebook that sits next to my computer.

AlohaSpir8Eh

Opinionated

Account Executive

OneNote + Salesforce

yer_blues

Opinionated

Sales Director

Pinned demo note templates in Google Keep. Copy/Paste to the CRM but I can search easily all of my notes in one place.

gratzm

Good Citizen

Enterprise AE

I use an iPad pro + Nebo. Life changing.

overheard_sales

Politicker

CEO - Overheard_Sales

I just use the note app on Mac haha

Tres

Politicker

Account Executive

OneNote is what I use the most - I like the integration between Outlook and OneNote and the ease of use across the Microsoft stack

Chep

WR Officer

Bitcoin Adoption Specialist

I just use my crm for notes nothing else

JuicyKlay

Celebrated Contributor

GoodNotes on IOS plus and iPad and Apple Pencil is the way

PedraPeanut

Old School Bravo

Director of Inside Sales

Evernote for me

SaaSKicker1000

Politicker

AE II

I just use the notes app on my computer - really effective,, I can search my notes for phone numbers, phrases, words, etc.

I would like to write things down but i don’t write that fast + I’m a lefty.

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fuzzy

What do you use to track notes?

28 comments

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