Use case: Sales & customer success


Using Sapeum for note-taking results in shorter prep and review, and consistency and best practices, for:

  • sales meetings
  • account management/customer success meetings


Using Sapeum for quick analysis pulls out insights like:

  • top reasons why opportunities choose not to buy/start a trial
  • top requested features
  • outstanding followups, for one or more sales team members


1a. Highlight and tag notes during (or after) a sales meeting



Spend 30min training the team to use only these 4 tags (for instance):

Tag/highlight Description
Highlight Important takeaway from the call
#followup An item for the team member to follow up on
#pain A customer pain or need
#positive A positive reaction from the customer
#idea A feature idea that the customer mentions


1b. Stream sales notes automatically from the CRM

HubSpot Zapier


2. Share a quick summary of a single customer meeting

Executive summary


3. See all outstanding followups, for one or more sales team members

All followups


4. Summarize each #positive reaction or #idea or #pain from customers

Digests by key tags


5. Auto-detect key topics, and additionally filter down to #pain for instance

Positive feedback by month

Digest graph