We recently rolled out attio, and there's a lot I like. Being able to ask AI to change views, move things around and summarize my deals is pretty cool. still finding it a little less intuitive than HubSpot (deals and companies are in same page, along with the list of contacts, for Attio I need to click into each field which is little annoying) which I used at my previous company but I'm getting used to it and learning more into AI

The bigger thing for me as a AE lead is the usual problem of getting everyone to actually update the CRM. always a tough one getting the top reps to stay hygenic.

Initially, I thought the AI agents helped. My team was happy enough to use them, and updates were getting done. But after a week or two, I started reading through the records and found notes scattered across different sections. There was information in Notes, in Description fields, but it was hard to follow, and some of the nuance was missing.

I tried using Grokbot to auto update my CRM as well but it just felt so clunky for me to set up let alone get my team to do it.

So I ended up asking everyone to write their own meeting notes again. Which felt a bit backwards after introducing all this automation.

I think I’m landing somewhere in the middle. If a field has a clear, factual value, great, automate it. For meeting notes, I still want the rep’s own account of what happened and what they think matters.

We already had Willow Voice across the company, mostly for our leadership to use, so I’ve started getting reps to dictate their CRM notes with it too. I give them all a structure to start off with and they can talk through a longer update without having to type everything out. Early days, but so far that’s been working better for us to have all the info in one place, and having all the point of a CRM plus it is also cleaned up.

How are other sales leads handling this? What do you let AI update. and what do you still ask reps to write themselves?