Time to ditch the
pen and paper
Dealnotes is a new way to take meeting notes and track action items, designed specifically for account executives.
Built to empower account executives
CRMs are databases, not designed to help sales people be the best they can be.
Dealnotes helps you stay on top of your ongoing deals by organizing meeting notes and action items.
One solution for notes and action items
Remember everything to keep your deals moving forward using Dealnotes.
Automate your note creation
- Connect your calendar to have a meeting note template created for you and assigned to a prospect.
Track to-dos across all deals
- Set action items at the end of each meeting that are pulled into your master action items list across all prospects.
Build repeatable sales processes
- Create customizable templates that reflect your sales process and help you better qualify deals, using frameworks like MEDDIC or BANT.
Quickly search notes to find details
- Dealnotes saves you time by allowing you to search across all notes, instead of flipping through a notebook or searching multiple Google docs.
Get started in a few simple steps
Meetings and notes will automatically populate, grouped by prospect
Start taking notes and add action items to complete after the meeting
Review action items due this week across all your prospects
Run all your sales processes flawlessly
Start taking notes for free, then add a team plan to collaborate or integrate. Team plans unlock additional features.
All the basics for running successful sales meetings for individuals
Google Calendar integration
Collaboration features and integrations essential for successful teams
Everything in Personal plan
MS Outlook integration
Internal team communication
Admin control & settings
Recent blog posts
The deal is so close to closing that you can almost taste your victory glass of champagne (or herbal tea, whatever floats your boat), but the prospect just won't budge on their demands for pricing. What other levers can you pull while negotiating to still win the deal without dropping the price?
First impressions matter, right? With back-to-back meetings and Zoom Fatigue, people generally make a subconscious (or conscious) decision about how engaged they will be in a call during the first five minutes of a meeting. How can you set your calls up for success right from the beginning?
If you close your eyes and describe the attributes of an ideal salesperson, would the word "introvert" come to mind? Probably not. But as sales evolves from a form of art form to a scientific method, the strengths of introverts might prove to be a competitive advantage.
No, not that type of medic (thankfully!). We're talking MEDDIC - the qualification sales methodology for enterprise B2B sales. We'll get into what MEDDIC means, what questions you should be asking yourself, and how to get the MEDDIC framework set up in your sales process.