I keep losing deal context after sales calls. How do you manage this?

I’m trying to solve a problem I keep running into.

After sales calls, I have notes everywhere: call transcripts, quick bullets, CRM fields, follow-up emails, random context about objections, stakeholders, next steps, and what was actually said.

The problem is that when I return to the deal a week or two later, I still have to reconstruct the whole story manually with the team

I’m curious how you all handle this.

Do you have a system for remembering deal context across multiple calls?

What do you use today, CRM notes, Gong/Fireflies, Notion, Google Docs, Apple Notes, something else?

reddit.com
u/That-Anything-3389 — 13 days ago

I keep losing deal context after sales calls. How do you manage this?

I’m trying to solve a problem I keep running into.

After sales calls, I have notes everywhere: call transcripts, quick bullets, CRM fields, follow-up emails, random context about objections, stakeholders, next steps, and what was actually said.

The problem is that when I return to the deal a week or two later, I still have to reconstruct the whole story manually with the team

I’m curious how you all handle this.

Do you have a system for remembering deal context across multiple calls?

What do you use today, CRM notes, Gong/Fireflies, Notion, Google Docs, Apple Notes, something else?

reddit.com
u/That-Anything-3389 — 13 days ago

I keep losing deal context after sales calls. How do you manage this?

I’m trying to solve a problem I keep running into.

After sales calls, I have notes everywhere: call transcripts, quick bullets, CRM fields, follow-up emails, random context about objections, stakeholders, next steps, and what was actually said.

The problem is that when I return to the deal a week or two later, I still have to reconstruct the whole story manually with the team

I’m curious how you all handle this.

Do you have a system for remembering deal context across multiple calls?

What do you use today, CRM notes, Gong/Fireflies, Notion, Google Docs, Apple Notes, something else?

reddit.com
u/That-Anything-3389 — 13 days ago

I keep losing deal context after sales calls. How do you manage this?

I’m trying to solve a problem I keep running into.

After sales calls, I have notes everywhere: call transcripts, quick bullets, CRM fields, follow-up emails, random context about objections, stakeholders, next steps, and what was actually said.

The problem is that when I return to the deal a week or two later, I still have to reconstruct the whole story manually with the team

I’m curious how you all handle this.

Do you have a system for remembering deal context across multiple calls?

What do you use today, CRM notes, Gong/Fireflies, Notion, Google Docs, Apple Notes, something else?

reddit.com
u/That-Anything-3389 — 13 days ago

I keep losing deal context after sales calls. How do you manage this?

I’m trying to solve a problem I keep running into.

After sales calls, I have notes everywhere: call transcripts, quick bullets, CRM fields, follow-up emails, random context about objections, stakeholders, next steps, and what was actually said.

The problem is that when I return to the deal a week or two later, I still have to reconstruct the whole story manually with the team

I’m curious how you all handle this.

Do you have a system for remembering deal context across multiple calls?

What do you use today, CRM notes, Gong/Fireflies, Notion, Google Docs, Apple Notes, something else?

reddit.com
u/That-Anything-3389 — 13 days ago

I keep losing deal context after sales calls. How do you manage this?

I’m trying to solve a problem I keep running into.

After sales calls, I have notes everywhere: call transcripts, quick bullets, CRM fields, follow-up emails, random context about objections, stakeholders, next steps, and what was actually said.

The problem is that when I return to the deal a week or two later, I still have to reconstruct the whole story manually with the team

I’m curious how you all handle this.

Do you have a system for remembering deal context across multiple calls?

What do you use today, CRM notes, Gong/Fireflies, Notion, Google Docs, Apple Notes, something else?

reddit.com
u/That-Anything-3389 — 13 days ago