Meeting Assistant is a part of Gegeo Solutions’ automation process between Salesforce, MapAnything, Cirrus Insight and Google Calendar. “Meeting Assistant is the last but very important part to prepare the events, sales meetings and have a frame to follow,” Gregory explains and continues. “Information flows to Salesforce automatically and to Google Calendar. Then, it provides reports for both the customer and our organisation.”
Gegeo Solutions is a France-based consulting company specializing in import and export activities. The company provides consultancy services and helps many enterprises enter new market in France areas and outside the country (mostly in European and Asian countries).
“I am currently using Meeting Assistant to present my company and consultancy solutions to customers which also helps me ensure that I have all their key information. I have also started to tailor solutions frames using Meeting Assistant. It is very useful and it synchronizes perfectly with Salesforce. A very great app!”
Gregory Gomez – President of Gegeo Solutions
“Every business day, I have to deal with many contacts and customers within a limited time while I try to sell my customer targeted solutions,” says Gregory. It is challenging because the company wants to spend valuable time on each customer and get the best results from the meeting. Meanwhile, Gegeo Solutions wanted to move on to next meetings without worrying about the last. The meeting notes or minutes, which are collected from those meetings, are the only identical evidence of what have been discussed and agreed. Hence, having those in the right order and at the instant time is needed.
Meeting Assistant is a part of an automation process between Salesforce, MapAnything, Cirrus Insight and Google Calendar. “MapAnything allows to choose efficiently all customers in the certain regions using filters and displaying on the map and preparing the sales rep route. Cirrus Insight allows synchronization of emails between Gmail, Salesforce and also Google Calendar. Meeting Assistant is the last but very important part to prepare the events, sales meetings and have a frame to follow,” Gregory explains and continues. “Information flows to Salesforce automatically and to Google Calendar. Then, it provides reports for both the customer and our organisation.”
Gegeo Solutions realizes that Meeting Assistant is a very useful component in their whole workflow. “The combination of those four applications is really powerful for sales reps.” Gregory continues, “I have made them all inter connected and the result is empowering a lot of automation and work efficiency”. The benefits have been realized as the company started to use the application in just a few days.
Meeting Assistant provides a meeting frame which helps against forgetting important questions, says Gregory Gomez.
The company also expected that they could be able to book new events right from their on-going meetings, which is a similar function to a ready Task Assigning feature. Being able to do adjustment in meeting minutes layout for free would be a pleasure too in the future. Though, at the moment, we do offer these features as custom development packages.
Meeting Assistant integrates very well with Salesforce and allow user to create many efficient meeting frames when talking with customer via phone calls or face-to-face meetings. The app has the ability to provide customers the meeting report on the go, right after the users finish their sales meetings.
“What I liked about Meeting Assistant is that it has the ability to synchronize data input with Salesforce Accounts, Contacts, Opportunities and Cases automatically”, Gregory says. It helps eliminate a lot of time in manual CRM data input.
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