Sales meeting is one of the most important steps to win your client’ business. However, not many sales meetings are productive enough to end up in sales deal because of unthinkable problems.
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Today, we want to sum up ultimate problems that many employees in sales and account team have encountered. Especially when it comes to back-and-forth meetings.
Problem: Lack of Time and Resources
Meeting Assistant saves companies time with:
- A completed and integrated solution in Salesforce.com platform
- All-in-one features reduce time switching between apps
- Pre-built meeting agenda
Problem: Poor preparation and skills
Meeting Assistant helps people run better meetings with:
- Built-in instruction helps organizer go to the meeting without worries
- Stay prepared with an agenda overview and attached materials
Problem: Inconsistent message and sales meeting process
Meeting Assistant helps companies create a meeting with:
- Structured meeting agenda template
- Step by step timeline
- Transparency into meeting history
Problem: Undocumented meeting results and a lack of follow up
Meeting Assistant makes it easier to see what happens in meetings with:
- Real-time note-taking platform
- Documented results in Salesforce.com and easy PDF file sharing
- Create Salesforce Task and assign to other colleagues quickly
Problem: Unmanageable meeting performance
Meeting Assistant improves the quality of meetings with:
- Reporting feature can be easily drawn from Salesforce data
- Custom report and dashboard by Salesforce
Do you find these problems familiar? Are you looking for an integrated tool in Salesforce to solve the puzzle of meeting notes? Learn more from: Meeting Assistant in Salesforce AppExchange
Sales & Marketing Support
Want to achieve success with Meeting Assistant!?
- Try it yourself from Salesforce Appexchange.
- Or Request a Free Demo today. We’re always happy to help!