Salesforce Notes PlusSalesforce Notes Plus Productivity Tool by Cloud Co-Op
An Enterprise Productivity Toolthat provides text field tracking, monitoring and coaching opportunities.
Available for use on the five core objects (Leads, Accounts, Contacts, Cases and Opportunities), Salesforce Notes Plus allows you to utilize text fields like never before.
Text fields are difficult to use and report against. Users have to make journal entries in a text field with their name, time-stamp, and notes which slows them down. If you don’t have a good governance and security policy in place then these fields may be written in by non-record owners.
When you have users that take great notes, reporting and coaching is difficult because it blows out the size of the row in a report; as managers you have to read a journal to understand where things are.
Salesforce Notes Plus provides itemized view of any text field like Rep Notes or Next Steps and allows the user to stay on the Detail page looking up, and not down the screen. All previous entries are written to history and displayed in a related list or a printable view that are automatically stamped with owner name and time.
As a productivity tool, Salesforce Notes Plus provides at a glance managerial insight to what is being worked or what is not within a summary report across objects. Likewise, reps can view a list view that shows them exactly what they need from their previous conversation without reading a journal entry.
Salesforce Notes Plus also helps with Lead Conversion because now you can move text fields from the Lead to Accounts, Contacts or Opportunities and write a Next Step field and continue the conversations post conversion.