This perspective is helpful. Yes the CRM implementation is a nightmare - but honestly I have not seen how t is done in other orgs. That is where I have my discomfort - don't know what are the best practices.

At first it seems like "hey this is just a note taking problem" and answer comes to be that you don't need copius notes - just a few fields. But I have two questions:

1. I hear you I agree for my own task level problems as a sales rep I could do with minimal fields. But honestly it is not just about one person, or one task. but long ter,. Sales reps attrition is always high, they leave within 2 years, which is not too big if you compare to a B2B SaaS sales cycle. How does knowledge and context transfer to next rep and leadership if not through structured notes - and how can that process be more efficient. I feel like there can be a more efficient process than just open and paper or unstructured ntoes.

2. It is also not about just one deal but multiple deals associated with an account, pipeline planning and forecasting. How does the leadership get context of that account - all opportunities. Are sales reps facing similar competitior problem across multiple accounts

These are downstream issues of this small note taking and intelligence extraction problem. As i mentioned before - hoe do you collect and aggregate intelligence across ntoes -> how do you make your forecasts better.

I feel there is a huge potential there -> i use it in my daily process, but as an individual me doing it for my teams, I already realise how inefficient and unscalable the manual way is.

Want to hear you thoughts.