Cannot find a way to log meeting notes to Salesforce? Here are a few best ways you can do immediately.
Usually, sales and account teams have much interaction with the customer that result in meeting notes. It could be a phone conversation, online meetings, face-to-face meetings, and on-field meetings. Hence, there are common reasons why Salesforce users want to save those notes to their company’s CRM system. They want to:
- Keep track of meetings and related notes with specific accounts
- Help other colleagues have a 360-view of conversation with a customer
- Keep their CRM up-to-date for reporting purposes
As I was wandering around the Salesforce Community, I got quite surprised by how people were craving a solution to help with meeting notes:
When I have a meeting, I want to log the important notes and the contacts that participated. Along with any slide decks or materials that were presented. How and where would I do this in an Account record?
What’s considered best practice as far as recording detailed notes after speaking or meeting with a client?
What application or release could I install for easy management for organizations meeting minutes, discussions, calendar management and correspondence?
I was wondering what is the best way to track customer meetings: Log a Call or Notes & Attachments?
Hello, I have a question around best practices regarding logging notes from customer calls and meetings, in a way that the notes are easily/quickly located again.
An endless discussion has happened in many forums and questions. Therefore, I have figured out that these are the best solutions available:
1. Using Notes and Attachments
To log notes in Salesforce, you may consider Notes & Attachments. However, this old note-taking tool does not work in Lightning Experience. You will have to upload it as a file instead.
Some other users are also comparing Notes and “New Notes”. You can find more details from this link. In brief, Notes has some drawbacks: just a free text field, no specific layout for organizational notes, does not relate to Event/ Activities, not reportable.
2. Log a Call
Many people also suggested using Log a Call to input the notes related to a call. This may be a quick way to log short notes of what has been exchanged briefly with your customer.
Unfortunately, those notes are not searchable and trackable with Activities. I also noticed somebody said that it just gets worse with Notes.
3. Using Description field in Events, Calls, Tasks
Another way to log notes to Salesforce is using Activities (Events, Calls, Tasks). Basically, it is pretty quick and handy to fill in the description field of any Events or Open Activities. Of course, it has obvious drawbacks: texts would be scattered as they are copied/pasted from the draft.
4. Using Meeting Assistant
Generally, Meeting Assistant is a note-recording form on Salesforce platform that companies can use to quickly build agenda, capture and manage meeting notes. What is special about it? Meeting Assistant standardizes all the notes and helps you report professional meeting minutes in PDF.
Besides, here are some other cool things you can do with the app:
- Send agenda to a customer beforehand
- Create agenda library for multiple meeting categories (e.g. agendas categorized by teams, products, solutions, clients, frequency)
- Relate notes/ discussion items to Objects in Salesforce (Leads, Contacts, Opportunities, etc.)
- Have a 2-way data syncing (retrieving/ inputting) from and back Salesforce
- Assign tasks/actions to colleagues
- Send meeting minutes to attendees
- Track back-and-forth meetings with customer
In conclusion, depending on what you want to achieve with notes in Salesforce. You may want to answer the following questions to select the right methods for your sales/ account team:
- Are the notes for the internal team only?
- Or is it also for customer reporting?
- Would you like to have a standard template for your team?
I hope you find the above alternatives useful and can select the right one for you. Please feel free to let me know if you have some other ways to log notes to Salesforce!
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