Why it is important for everyone to enter meeting notes in Navatar?
By centralizing meeting notes, you can identify patterns and trends in your firm’s conversations, see who your colleagues have spoken with, and potentially gain advantages with key people and firms. This is because all meeting notes are searchable. The more notes you input, the more effective your internal research becomes.
Identifying Trends within your Notes
Suppose you’re trying to enter the renewables sub-sector. Navatar allows you to conduct internal research to search for every mention of renewables in your database, including meeting notes. It displays all related people, firms, and deals, revealing an existing network surrounding renewables within your organization.
See: How do I Search for Intelligence?
Finding Connections
Suppose you identify a CEO of a Firm that would benefit you to establish a relationship with. Navatar’s Acuity page uses the intelligence from your meeting notes to display all internal and external communications involving this contact. This context of “who knows who” provides opportunities for you to leverage your existing network and get your foot in the door with important people.
See: Understanding Relationships
How does Navatar automate meeting note entry?
Navatar syncs with your Outlook Calendar, transferring meetings automatically and attaching attendees. Afterward, Navatar reminds you to enter meeting notes, which you can enter directly from the notification. Navatar identifies mentioned items and prompts you to tag them to the meeting.
See: How to Enter Meeting Notes
Which meetings should I enter notes about?
All meetings with external parties contain pieces of intelligence that could potentially be valuable sources of deal origination. Thus, we recommend entering notes for every meeting.
My meetings are set up in Outlook, how does Navatar get to know about them?
Navatar’s Email Connector syncs with your Outlook, automatically transferring meetings and attendees. Once Navatar creates the meetings, you can enter specific interaction details.
See How to Enter Meeting Notes
With the Email Connector Tool installed in your Outlook, you’ll have a complete list of all meetings that have occurred and the people who were on them, even before you enter any meeting notes.
Can I get reminders to enter meeting notes?
Ideally, users would log into Navatar immediately after a meeting to record notes or take them directly in the platform. However, this is unlikely due to busy schedules. Therefore, Navatar sends reminders at the start time and after each meeting which directs users to the place where they can enter notes.
Can I enter meeting notes from my mobile device?
You have all the same meeting note options on the Navatar mobile app that you have on the main site. You will receive notifications when logging into the app as well as on each record page, and you can tag and create records just the same as you would do on your computer.
How can notes get linked to relevant items so I can find them later?
When notes are entered for a meeting, Navatar automatically detects firms, contacts, deals, or other items mentioned. Users can then choose which of the detected items they’d like to tag to the meeting. Additionally, users can manually tag items and create new firms and contacts using the @ symbol within the notes.
See: How Items get multi-tagged in Meeting Notes
If one of my colleagues is skeptical about using Navatar, can we still get their meeting notes into the system?
Navatar aims to provide maximum output with minimal effort. The platform automatically imports meetings from all users’ calendars, including attendee information. It also displays the number of emails exchanged between users and external contacts (though the content of these emails will not be displayed unless manually saved.
See: Logging Emails in Navatar
Even if a colleague of yours does not engage with the system you will still be able to see and leverage who they know, as long as they have the Outlook Connector installed.
What do we lose as a firm if I do not enter notes for my meetings?
Although the baseline of “who knows who” that Navatar automates is valuable, there are potentially limitless connections within your network that can only be discovered if intelligence gets in. When conducting internal research, Navatar leverages meeting notes to structure intelligence in an actionable way. The more data available, the greater the potential competitive advantage in sourcing and winning deals.