Sales and customer reps juggle numerous tasks every day like making calls, sending emails and booking meetings. Taking notes and recording them in Salesforce can sometimes get lost in the shuffle! To make it easier to take your meeting notes and log them in Salesforce, we released Groove Notes in Google Calendar earlier this year.
Today, we are taking Notes one step further by making them accessible from Groove's Omnibar underneath the Activity History tab! By having your Meeting Notes easily accessible in the Omnibar, it will make it that much easier to craft the perfect email to your customers from Gmail or Groove Flow. It will also allow you to connect more personally with each customer when you get them on the phone!Read More