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Business Lunch Tips

September 14, 2018 by Gabby Hoang Leave a Comment

In the previous blog entry, we broke down business breakfasts. While they are not very popular, this can not be said about lunches. Discussing work-related things and closing deals during lunch is as normal nowadays as listening to music when you work out. These two things can be done separately and it wouldn’t hurt either one, but when they go together, they complement themselves hence add value to each other. And who doesn’t like a good meal and a signed contract with some zeros in it? Since closing deals is not the only thing to do during a business lunch, here are our 3 tips on how to make most out of this meal.

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Filed Under: Business, business meals, Mobile meetings, Salesforce1, Uncategorized, Using Meeting Assistant Tagged With: business lunch, business meal, salesforce1

News: Review on Meeting Assistant

September 7, 2018 by Gabby Hoang Leave a Comment

FitSmallBusiness recently did a review on Meeting Assistant and we are proud to share it with you!

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Filed Under: Company news, News, Uncategorized, Using Meeting Assistant Tagged With: meetingassistant, review

5 Simple Problems Could Make Sales Meeting Unproductive

September 23, 2017 by Kien Pham Leave a Comment

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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Filed Under: Call meetings, Meeting Assistant Customers, Sales team management, Using Meeting Assistant

Meeting Assistant: Getting Started Guide

March 29, 2017 by Kien Pham Leave a Comment

This is a must-read guide for you if you just started using Meeting Assistant or just want to know more about how to log meeting notes to Salesforce. Good news is, it’s super easy to follow!

Vector by Freepik

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Filed Under: AppExchange, FAQ, Using Meeting Assistant Tagged With: Getting started, meeting assistant, salesforce

How To Capture Meeting Minutes Effectively in Salesforce

November 17, 2016 by Kien Pham Leave a Comment

Did you ever wonder how some people can take meeting minutes in a blink of an eye? In this weekly blog, we’re going to reveal some tips with meeting minutes and tell you why it is important to your organization. Check it yourself!

capture-meeting-minutes-salesforce

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Filed Under: AppExchange, Meeting Assistant Customers, Product Design, SaaS, Using Meeting Assistant Tagged With: appexchange, meeting minutes, productivity tool, salesforce

How To Create Meeting Agenda in Salesforce

November 3, 2016 by Kien Pham Leave a Comment

Have you been craving for a tool to prepare agenda and take notes within the Salesforce CRM? This is the hero you need! Step-by-step tutorial on how to create a meeting agenda with MeetingAssistant.

create-meeting-agenda-salesforce

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Filed Under: AppExchange, Meeting Assistant Customers, Product Design, Using Meeting Assistant Tagged With: agenda, meeting, salesforce

Want to Train New Sales Rep? Start Using A Tool Like This

September 11, 2016 by Kien Pham Leave a Comment

I guess you all have been flooded by a shedload of tactic and advice on how to train new sales rep. Psstt! Did you find a tool that actually helps? Read on and let this boom your mind.

productivity-tool-train-new-sales-rep
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Filed Under: Business, Meeting Assistant Customers, Uncategorized, Using Meeting Assistant Tagged With: productivity tool, sales rep, training

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Recent Posts

  • Meeting Assistant’s Year-End Recap December 21, 2018
  • Product Update: Richer and More Dynamic Meeting Experience November 20, 2018
  • Business Dinner Tips November 12, 2018
  • Tips For Effective Meetings During Dreamforce or When The Schedule Is Tight September 25, 2018
  • Business Lunch Tips September 14, 2018
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