You’ve been chatting with prospects? That’s great news! But where’s your notes? Make sure you remember to add them to Salesforce… if you forget, they’re lost forever. Sucks, right?
Next time, just use Cirrus Insight instead. From a single interface you can find everything you need: contact details, prospect histories, meeting notes, you name it. You can even click the phone icon, make a direct dial, and save each call’s history – all while taking notes and adding follow-up tasks as you go. Put your pencil down, Cirrus Insight has notetaking covered.