That said, I am sure you would be able to cut and paste the notes over into another CRM.Ĭoaching Salespeople is arguably more powerful than sales training when it’s done well. We suspect the biggest negative will be that unless you are using Dynamics CRM or Salesforce then OneNote may not integrate with your own CRM.

The notes not only help us remember what was said and what next steps need to be taken they are great for referring back to when we send a “Thank you for meeting me email” with a summary of the notes and if we need to create a proposal or presentation later in the sales process. Everyone is different but we prefer writing notes rather than typing them in a meeting. In addition to being able to write freehand with the Microsoft pen we also try to use visual note-taking techniques that we know from our sales training is proven to aid memory retention and focus. We prefer using OneNote because it allows us to take notes freehand and despite our poor attempts at handwriting we can always use the convert to text feature if needed to tidy things up. Lastly, it’s possible to use the audio recording function in OneNote to record meetings however we would not recommend this in a Sales Meeting. You can design your own page for Meeting or Project Notes and save it as a template for easy access every time you need it. For Salesforce users you can set up an integration with OneNote via Zapier Integrations here. Most Salespeople may prefer to keep these types of notes inside their CRM and there’s a great article here on how to integrate OneNote with Microsoft Dynamics 365. We record these “next steps” using the Outlook Tasks integration inside OneNote which automatically adds this to Task in Outlook. In addition to capturing those details we included a visual prompt to help us remember the most important questions and finally, the very last question captures any Next Steps that are agreed. All together it was just too much information for us to remember so we created a simple template in OneNote based on a Word Document we’d been using. In addition to capturing the usual meeting details like attendee names and telephone numbers, we wanted to capture details like the Buyers Primary Sensory Dominance and their Personal DiSC style. Everyone knows the importance of taking accurate notes during a Sales Meeting with prospects and customers, however, we always found it difficult to remember the questions and steps that we needed to follow in our Sales Process.

Onenote task management template