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Help Automotive Companies with Meeting Notes in Salesforce CRM

April 7, 2018 by Kien Pham Leave a Comment

Many automotive companies in are increasingly applying technology to boost their sales force effectiveness. Together with Salesforce.com, Meeting Assistant helps you make the sales job easier and stress-free.

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More tips for sales team with Meeting Assistant:
  • How to Add Files to Event or Meeting in Salesforce Lightning
  • 4 ways to facilitate sales force with Meeting Assistant
  • Top 10 most powerful apps and tech for sales
  • 8 benefits of moving to a paperless sales process

New Engagement with Customers and Car Dealers

As technology evolves, not many people use paper or pen in this digital world. Nowadays, customers have higher demand for quality of service and support. Therefore, many automotive companies have started to modernize their interaction with customers and stakeholders. A quick and easy way is to utilize Salesforce CRM and its supportive apps, like Meeting Assistant.

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We develop a whole new note-taking platform to help both account manager, distributor manager and salespeople in dealership management. Having Meeting Assistant app in hand, user can effortlessly note down crucial information regarding the dealers and customers. It is also not a big deal, whether they are at the dealership premise or on the go.

Clean & Organize Scattered Notes

Salespeople are sometimes frustrated because of menial administrative work. As the nature of sales job, they are constantly on the go and usually leave the meeting notes all over the places. It is understandable that logging in meeting notes to the CRM is a real pain when they return to the office.

Luckily, Meeting Assistant with Salesforce eases the pain. The app helps organize messy scattered notes with its structured meeting templates. From now on, every single words that you put in will be stored in Salesforce instantly.

In fact, many area sales managers have already been using Meeting Assistant app along with the Salesforce1 mobile app. They can sync and also export meeting notes to PDF file easily.

Connect, Assign, and Share

There is no easier way to connect different members in a sales team, rather than using Meeting Assistant. Our platform allows your sales team to liaise effectively with each other and incredibly increase customer satisfaction.

Quite often, automotive companies want the sales team and customer service team to have both good connection and collaboration. The process itself will facilitate after-sales service with customers and car dealers.

We are here to be that connection line! Salespeople can now easily assign tasks and share meeting notes to each other simply by tagging their colleagues in the meeting event.


Would you like to see how we can help your sales team? Feel free to shoot us a message at contact@punosmobile.com or reach out to me for a chat.

Kien Pham – Account Manager

Whatsapp: +84 907 444 567
Email: kien.pham@punosmobile.com
@LinkedIn

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 on the Salesforce AppExchange.

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Filed Under: Business, Meeting Assistant Customers, Sales team management, Salesforce1

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