We are using the basic functionalities for collecting meeting minutes and assigning tasks, for a better overview of our f2f and online interactions. The users did not require heavy trainings and the solution was used almost immediately.

Before Smart Meeting Notes, our Sales team used Microsoft Word to write up customer meeting notes, then emailed them to the Executive team. It worked, but it was all outside of Salesforce—so the VP of Sales had no easy way to see what was going on. Now, with Smart Meeting Notes, everything happens right inside Salesforce. Sales can enter notes quickly, send a clean PDF to the Executive team, and the VP of Sales has full visibility into meetings and follow-ups. One of the team’s favorite features is the ability to assign action items—not just to people inside our company, but to customers too (like the buyer). That’s been super helpful. We’re really happy with how it’s working so far and excited to see what future updates bring.

We’ve used Smart Meeting Minutes for over 5 years and it has been an invaluable tool for capturing, distributing, and storing meeting minutes directly in Salesforce. Key highlights from our experience: Seamless integration with Salesforce, making it easy for teams to adopt without extra training. Time-saving automation for generating and sharing minutes, which reduced manual work. Compliance-friendly storage of meeting records within Salesforce, ensuring proper governance. Outstanding support – the SMM team (especially Tamás and Agnes) have always been responsive, professional, and helpful whenever we needed guidance. For anyone looking for a meeting minutes solution that is robust, easy to use, and backed by a great support team, I would highly recommend SMM.