Meeting Assistant 3.11 is now available
In February 2017, we’re excited to announce the second upgrade which has the most needed features, clone agenda and important bug fixes. Read on to see what’s important to you and remember to update Meeting Assistant in your Salesforce Org.
2017 has been bringing a lot of interesting news, updates and changes from Salesforce. In response to Salesforce’s call and our rising business users, we would also love to release the second update this Spring so as to make your work a lot more interesting and easier.
Clone Agenda: duplicate your favorite Meeting Agendas
It’s very common to have a great agenda in use for every day meetings. But often too, sales reps and consultant experts may need to personalize those agendas by adding some more details. It helps them fit into specific type of meetings. For instance, meeting with a Contact and Account is different from meeting with a Lead. If the meeting follows a same main structure, wouldn’t it be great to just duplicate the agenda that you have instead of creating a new one from scratch?
Meeting Assistant v.3.11 allows user to duplicate agendas to their favor from Agenda Editor view. No more copy and paste! We received a vast amount of feedback regarding this feature while our developer team was working really hard on it. And here you go!
- Quickly copy agenda of other users for your personal use;
- Make quick adjustments to your favorite agendas while protecting the original one;
- Easy A/B test different agenda templates;
- No more copy/paste questions.
Using your teammates Agendas
Based on the organisation settings, you may have access to your colleagues’ Agendas which they often use to do sales closing or mastering in client consulting. By using clone agenda, you are now able to copy your teammates’ agendas and adjust it freely to your favor.
Comparison and A/B testing
To managers, Duplicate gives you an access to quickly make minor adjustments to the sales playbook and apply instantly to the field. By using the effective Salesforce reporting, you can see the usage report of different agendas related to, for example “Opportunity Won” -stages. If you are interested, please feel free to download a free e-book of improving sales team’s performance with A/B-testing.
New Live Instruction
A user-friendly and clear instruction for new Meeting Assistant users is added. We always listen to our customers and really appreciate their feedback. Their user experience with Meeting Assistant is an important part which helps make their work easier. To activate Live Instructions, please click on the question mark symbol that can be found on the upper right corner.
What to do?
If you have Meeting Assistant installed in your Salesforce Org, please update to the version 3.11 via the following links:
- Update / Install Package: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000000pvEKEAY
- Latest Post-installation Instruction: http://www.meetingassistantapp.com/meeting-assistant-for-sales-installation-instructions
- Latest User Manual: http://www.meetingassistantapp.com/meeting-assistant-for-sales-user-manual
Get the latest Meeting Assistant now!
If you want to learn how Meeting Assistant can help your organization, please contact our Customer Success Team today.
Meeting Assistant -team