For those of you guys who work larger more complex deals with long sales cycles, I'm talking multiple demo's, proof of concepts, etc over several months or longer, how are you keeping organized to make sure nothing falls through the cracks?

We have salesforce for a CRM, but of course like most people, I'm not able to edit opportunity fields to have all the fields and what not that I would like. In the past I've always kept a notebook for taking notes, then just live and die by my calendar for keeping up with tasks. I've recently inherited a significantly larger territory that's making it way harder to keep up with everything. While I haven't missed out on something yet or let anything slip, I can feel myself getting busier and myself starting to not remember things in a timely manner like I have in the past. And just using a notebook for notes makes it tough to go back and find what I need quickly/efficiently.

So how is everyone else keeping up with this stuff? making sure all of your notes are organized, all of your tasks are tracked, knowing what next steps you need to take or who you need to set up time to meet with still, etc.

Staying Organized with long sales cycles

Gong's new add-on: Engage

Is this burnout or am i just lazy?