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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, Iโ€™d love to see a Sales-style Rocketbook.


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

๐Ÿงข Sales Management
๐Ÿ‘ฅ Social Selling
๐Ÿค“ Sales Tech
9
salesnerd
WR Officer
+16
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.ย 
ChiDawg
Politicker
+4
Senior 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.ย 
salesnerd
WR Officer
+16
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.
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Kole
Good Citizen
Sales Enablement Strategist
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
+6
Account Executive
same, but with evernote. I only paste summaries in SF tho
Kanyebut4sales
WR Lieutenant
+6
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
+3
Senior Technical Business Analyst
I am a habitual note taker (OCD). So they're everywhere.
MMMGood
Celebrated Contributor
+10
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.ย 
fuzzy
Notable Contributor
+21
CMO (Chief Meme Officer)
One of the reasons why I got a RocketBook and will eventually get a reMarkable 2ย 
MMMGood
Celebrated Contributor
+10
Senior Account Executive
Gonna check those out now. Thanks.ย 
LordBusiness
Politicker
+7
Chief Revenue Officer
I use a twisted combination of top bound spiral note books, unread/opened/half written emails/ and Monday.com.ย 
LoneMaverick
Opinionated
+2
Strategic Account Leader
We use Chorus and I really like it. ย I also have a note book I wrote down notes but I canโ€™t read my own handwritingย 
NorthernSalesGuru
Politicker
+5
Account Executive
Scratchpad over everything. @GeneralCorpย 
mr
mrworldwide
Good Citizen
AE
scratchpad has been awesome for account mapping/notes to be uploaded on SFDC
De
DentalSales
Managing Director
HubSpot for tracking deals and people. Moleskine + pen for random notes, scratchpad, etc.ย 
CuriousFox
WR Officer
+11
Needer of Life Alert
"If it's not in Salesforce it doesn't exist..."

Blah.ย 

I use several color coded notebooks for the vertical markets I cover. I remember points/facts from client meetings better this way.ย 
CaneWolf
Politicker
+12
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
+1
Account Executive
OneNote + Salesforce
ye
yer_blues
Opinionated
+1
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.ย 
gratzm
Enterprise AE
I use an iPad pro + Nebo. Life changing.
overheard_sales
Politicker
+6
CEO - Overheard_Sales
I just use the note app on Mac haha
Tres
Politicker
+6
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
+10
Business Development Team Lead
I just use my crm for notes nothing else
JuicyKlay
Politicker
+9
AM
GoodNotes on IOS plus and iPad and Apple Pencil is the wayย 
PedraPeanut
Old School Bravo
+1
Director of Inside Sales
Evernote for me
SaaSKicker1000
Politicker
+6
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 donโ€™t write that fast + Iโ€™m a lefty.ย 
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