I'm an account manager in sales. I do a lot of cold calling, prospecting and customer meetings and honestly my setup is held together with tape.

For tracking my calls and prospecting I use a plain spreadsheet. For meeting notes I'm in Word and save then on some customer folder. I used OneNote for a while before that. And on top of all of it I still have to update Salesforce so my manager has his reports.

So the actual stuff I need to remember about an account, the real objection, who actually decides, what I promised last time, ends up spread across three places and half of it lives in my head.

And Salesforce isn't really built for that side of it. Something as simple as "just show me the last few meeting notes for this account" before I hop on a call isn't there, or it's buried. It's built for reporting up, not for helping me walk into the next conversation.

The funny thing is I looked around and all my colleagues are more or less in the same boat. Everyone has their own patchwork. One's in Notes, one's in a notebook, one's in a huge spreadsheet, nobody's really using the same thing. So it's clearly not just me.

I want to know what other people are doing, because I can't be the only one:

• What do you use for meeting notes and call tracking?
• What's the one feature you use the most?
• What's the feature you wish existed but doesn't?
• What made you drop a tool you used to like?

Trying to get a real picture here, not sell anything. I'm thinking of a simple solution for myself and I'd rather build around what people actually need than guess.

Appreciate any and all answers.