Solve Notes in Salesforce and Love your CRM Workflow


Are you trying to get all the notes into Salesforce (or HubSpot)? Is that annoying and painful? 

You're not alone, and there's a solution that can help you transform your CRM workflow (and maybe even make you smile along the way).

In this blog post, we'll dive into the challenges of using notes in Salesforce and explore how Meetingflow can help you overcome these hurdles while improving team efficiency, collaboration and boosting your revenue.

The Challenge: Collaborative Notes in Salesforce and Google Docs

One of the main challenges with taking and collaborating on notes in Salesforce is that it's not designed for real-time collaboration, especially when it comes to enterprise sales, complex sales, strategic sales, and account management that require collaboration. These types of sales demand a high level of coordination among team members to serve the customer well. You may have team members who don't have access to Salesforce, making it difficult to work together on customer-related matters. Moreover, copying and pasting notes into Salesforce often results in lost formatting and a clunky experience that makes you want to pull your hair out.

On the other hand, Google Docs is great for real-time collaboration but lacks structure when it comes to organizing customer information. This can result in a chaotic and frustrating experience for sales teams dealing with complex and strategic sales, making it difficult to find essential customer information and collaborate effectively. It's like trying to find a needle in a haystack, except the haystack is an endless mountain of disorganized notes.

The Meetingflow Solution: A Game-Changer for Collaborative Sales Teams

Meetingflow is a game-changer in managing notes in Salesforce and overcoming the limitations of both Salesforce and Google Docs, particularly for collaborative sales teams in enterprise, complex, and strategic sales environments.

It rethinks the entire customer meeting workflow, offering a holistic and intelligent solution that greatly improves collaboration, organization, and efficiency. Here's how Meetingflow addresses the key issues:

1. Real-Time Collaboration

Unlike other sales notes apps, Meetingflow supports real-time collaboration, making it easy for team members to work together on meeting plans and notes. This is especially crucial for enterprise, complex, and strategic sales, where collaboration is key to delivering the best customer experience. This ensures that everyone is on the same page, fostering a collaborative environment and helping you make the most of your customer interactions. It's like having a virtual conference room where everyone can brainstorm and contribute without stepping on each other's toes.

2. Streamlined Meeting Plans and Templates

Meetingflow supports proper meeting plans, also known as pre-call worksheets or pre-sales call plans, which are essential for collaborative sales teams. It also offers templates for streamlining the planning process in recurring meetings (demos, QBRs, Client Check-ins, etc.) and ensuring your team is always well-prepared for complex and strategic sales situations.

3. Seamless CRM Integration and Organization

With Meetingflow, logging notes to your CRM is a breeze. It automatically logs the call, organizes notes by company and contact, and syncs with your calendar for easy access and organization. This ensures that your notes are always in the right place and easily accessible by the entire team, which is particularly important for collaborative sales environments. No more scrambling to find that crucial piece of information during a meeting – Meetingflow has got your back.

4. Comprehensive Search and AI Summaries

Meetingflow offers a super-fast and comprehensive search function, making it easy to find the information you need when you need it, especially in complex sales situations. Furthermore, it provides AI-generated summaries, making it even simpler to get an overview of your customer interactions and stay organized.

5. Effortless Sharing and Integration

Meetingflow makes sharing notes a breeze, with easy integration with Slack, Salesforce, Hubspot, and other systems. This ensures that your team has visibility into customer interactions and can quickly access the information they need to excel in their roles, particularly in collaborative sales environments. Sharing is caring, and Meetingflow helps your team care about your customers even more.

6. Enhanced Follow-up Capabilities

When you adopt a system for customer notes like Meetingflow, a world of possibilities opens up for follow-up. Generate AI-drafted follow-up emails based on your notes and attendees, create summaries to share on Slack, and easily log notes in Salesforce or Hubspot. You can even get GPT-generated account summaries (coming soon).  This streamlined approach to follow-up ensures that nothing falls through the cracks and that your customers stay engaged. With Meetingflow, you'll be the follow-up champion your team has always needed.


Meetingflow offers a comprehensive solution to the challenges of managing notes in Salesforce for collaborative sales teams in enterprise, complex, and strategic sales environments. Adopting a system for customer notes will unlock a wealth of benefits, including better preparation, increased CRM discipline, improved visibility, and more effective follow-up.

If you're ready to supercharge your CRM workflow and take your team's efficiency to the next level, it's time to give Meetingflow a try. Say goodbye to the frustration of juggling notes in Salesforce and Google Docs and hello to a seamless, powerful, and intelligent customer meeting workflow solution designed for the unique challenges of collaborative sales environments.