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.
Cannot find a way to log meeting notes in Salesforce? Here are a few best ways to start doing it immediately.
Do you know what it takes to spice up sales meeting? Don’t miss these secrets and you will win.
UPDATED: Our Dreamforce Walking Meeting Challenge is now over – thank you for all participants! If you want to check out our walking meeting app concept, scroll down to book an online demo!
Why stay still when you can walk?
Punos Mobile challenges all Dreamforce 2015 attendees to walk the talk and have your business meeting on-the-go! Walking meetings are great for getting your energy up, building your team spirit and mixing business with exercise.
Read on and spread the challenge!
There’s one important rule about selling: always keep learning from the best. If you think you’re as good as you can get, think again – there’s always room for improvement and you can always set the bar a bit higher.
On that note, we got inspired by this Business Insider’s excellent article on David Rudnitsky, the sales exec that pushed Salesforce to the next level. In addition to learning new things ourselves, we wanted to explore how our sales solution supports the tips in Rudnitsky’s secret sales playbook.
Read on and come see for yourself by getting our free trial today or checking our product in action at Dreamforce 2015!
11 sales tips from David Rudnitsky’s secret playbook
For the full low-down on David Rudnitsky’s story and merits at Salesforce plus the full list of sales tips, see Business Insider’s illustrated write-up. It tells a story of a true game-changer, a sales individual who helps his sales team achieve remarkable things.
Some of Rudnitsky’s tips resonate extremely well with what Meeting Assistant for Sales has to offer.
Tip #3 “No deal is won or lost alone.” and tip #10 “Share best practices.” Sales is all about teamwork, learning from others, sharing best practices. Meeting Assistant is designed for teamwork, allowing the entire sales team to benefit from the best sales practices and proven sales tactics through Meeting Agendas.
Tip #3 “Connect the dots” and tip #7 “Fun facts build instant credibility”. Always have a clear, structured sales plan. Be on your prospect’s pulse to gain small insights that might turn into major breakthroughs down the pipeline. Meeting Assistant helps you to create structure for your sales meeting and poll the customer with questions – and share all this instantly with your sales team through Salesforce.
Tip 8: “Be proactive on all paperwork.” We all know it, yet we procrastinate. The paperwork must be done. What if the meeting minutes were just magically be available? What if there was no need to enter CRM data when you get back to the office? Well, Meeting Assistant is designed to do just that – it’s not magic, it’s product design!
How to close more sales? Meet your customers face to face
One of David Rudnitsky’s sales tips rings particularly true and hits the nail in the head regarding sales meetings. Tip #6: “Get your face in the place”. Meet your customers in person. Get some face time. Shake hands to close deals.
Sales is about interaction and there’s no better way to interact with your customer than to meet him or her in person. That’s simply the best way to truly understand customer needs and provide a solution that really matches those needs. It’s win-win.
Meeting the customer strengthens the customer’s confidence in you and paves the way for a long-term business relationship. It helps you learn what makes your customers tick and what kinds of challenges they face in their work.
Naturally, that trust has to be earned. You must present your case clearly and with confidence, take note of your customer’s replies (and actually remember them next time!) and after the meeting promptly deliver what the customer expects.
Meeting Assistant for Sales is designed to take some of that first-meeting anxiety and burden away from your shoulders. Meeting Agendas help you build confidence and deliver a perfect presentation, CRM integration makes sure you don’t forget to share information with your team and, once the meeting is over, meeting notes are instantly available to be shared either externally with customers or internally with just your team.
When thinking big and aiming high (that’s actually Rudnitsky’s sales tip #1!), use every tool available for your advantage. When you have your personal Meeting Assistant with you at all times, actually your entire team has your back covered!
Meet us at Dreamforce 2015 to exchange sales tips!
Did you agree or disagree with the sales tips in this article? We’re happy to exchange ideas with you – let’s meet up at Dreamforce 2015 and talk some shop!
Punos Mobile will be attending Dreamforce 2015, the biggest Salesforce event in the world, in San Francisco on September 15-18. You can find us at booth W914, Moscone Cloud Expo West.
Punos Mobile is committed to making every meeting matter. Our main product, Meeting Assistant for Sales, is a smart sales meeting solution for forward-thinking sales teams. Meeting Assistant for Sales is available today as a free trial through the Salesforce AppExchange.
DISCLAIMER: OK, this blog post may be a bit out there – take it with a grain of salt and an open mind! However, as the technology in our daily lives keeps evolving with an increasing pace, concepts such as these may become reality sooner than you think!
What if you could run your meetings and take meeting notes while walking, using just your Apple Watch?
Our latest and greatest sales solution, Meeting Assistant for Sales, has been available with a free trial for a while now, over at the Salesforce App Exchange. Today, we’re making our sales tool even better by announcing support for Salesforce1!
What exactly is Salesforce1? How do you design apps for it? Read on to find out!