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.

To do lists onenote