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. After which, you can use it across any devices with the OneNote app.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. You will need a computer/desktop/laptop to import the notebook. Please download the instruction sheet under "My Purchases" and follow it step by step.Please note that this is a digital product. Daily Task Log (Jan to Dec for each member).Kanban (Task allocation board, Task progress board).
For more users, please message us for commercial rates :)
Are you looking for a research management template for OneNote? Look no further! This research tracking tool comes packed with features like Kanban Board, file sharing resources, Work Breakdown Structure and more!įor up to 5 users.
0 kommentar(er)
