Great article. Not what I was expecting. The article was informative, actionable and concise.
I learned several things, and laughed at the "When You're Asked To Update Salesforce" meme, which I observed first hand after implementing SFDC and customizing workflows designed by Sales and Product Managers.
I'll be taking a look at Scratchpad and Dooly for sure.
I wonder if the sales teams followed any particular method as depicted in books like Spin Selling or Cracking the Sales Management Code.
Updating Salesforce on a Friday afternoon is not fun. Salesforce hygiene is a real challenge for most companies.
So, we take transcription and use it to empower the reps to update salesforce to fix this (Comtura.ai). One of the things we noticed from user interviews was that they'd actually just be ctrl + F'ing through gong or zoom transcripts to find the right information.
Whilst the overlay (Dooly/SP) is something we offer. We actually find that most usage comes from just the "notepad" feature.
Reps who handwrote notes had to duplicate it into salesforce, those that typed notes (bad demo practise because you just piss off your prospect with tip tapping + it doesnt support your memory like handwriting does, fun fact!)
hence we started working on this problem.
If you would like to try it out by all means go for it (contact@comtura.ai)
I learned several things, and laughed at the "When You're Asked To Update Salesforce" meme, which I observed first hand after implementing SFDC and customizing workflows designed by Sales and Product Managers.
I'll be taking a look at Scratchpad and Dooly for sure.
I wonder if the sales teams followed any particular method as depicted in books like Spin Selling or Cracking the Sales Management Code.
Thanks for sharing your insights.