Use case: Sales & customer success
| Note-taking | Using Sapeum for note-taking results in shorter prep and review, and consistency and best practices, for:
|
| Analysis | Using Sapeum for quick analysis pulls out insights like:
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Example
1a. Highlight and tag notes during (or after) a sales meeting
Spend 30min training the team to use only these 4 tags (for instance):
| Tag/highlight | Description |
|---|---|
| Highlight | Important takeaway from the call |
#followup | An item for the team member to follow up on |
#pain | A customer pain or need |
#positive | A positive reaction from the customer |
#idea | A feature idea that the customer mentions |
1b. Stream sales notes automatically from the CRM
2. Share a quick summary of a single customer meeting
3. See all outstanding followups, for one or more sales team members
4. Summarize each #positive reaction or #idea or #pain from customers
5. Auto-detect key topics, and additionally filter down to #pain for instance
