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Note Templates

Now we learned how to leverage the Notepad before, during and after your calls, it's time to move on to the next level thanks to our powerful Notes Template feature!

What is it?

The Notes Template is simply the meeting script you currently use at your company to make sure you don't forget to give or ask for any pieces of information during a call. This is also where you can take your Notes in a more structured way.

Finally, depending on the CRM you use, we might have an extra bonus 😉

Where is it?

When accessing a meeting a window is asking you to select an existing template, alternatively, you can also create/edit and delete note templates.

During a call, you can add a new template at any time by clicking on the small pencil icon on the right of your Notepad.

How does it work?

Well, as soon as you have chosen your Notes Template, it will directly appear in your Notepad and you're good to start your call and take notes 🙃

Use Cases

Notes Templates are an empowering feature for many reasons:

✅ Don't forget to ask or give any information to your prospect anymore

🏆 What matters is not what you sell but how you sell it! Your team spent hours thinking about the best sales speech, the one that closes deals every time, be sure to use your Notes Templates and be more structured in your selling way.

📐 Improve your CRM hygiene and the handoff between your team members. Not only your sales speech will be more structured but also the way you collect and organize information when you take notes. As everyone among your team will use the same Templates, retrieving information from one call to another is much easier.

ðŸĪš One of Bonjour's leitmotiv is to help you turn learnings into action and notes Templates is helping you in achieving this goal by elevating your selling technics!

More info?

To go even further, leverage our powerful Salesforce integration, to add fields to your notepad and log your call in one click!