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!
First and foremost, we have a few definitions to keep you in the loop. Check it out!
What is Event in Salesforce? Very simple! For new comers, Event functionality in Salesforce works similarly to event in any other calendar services (for examples, Google calendar, Outlook calendar). It helps user schedule many meeting and event in their daily work. The event page in Salesforce also has some core fields such as: subject, start & date time, description, location, etc.
What is Meeting Agenda? Meeting Agenda is a list of action items and meeting activities you want to go through in a meeting. The objectives of an agenda is to help organizers stick to the planned actions, guidance and schedule time. In Meeting Assistant, Agenda is a separate tab which has the functionality as an Agenda library. It’s a place where you create new agenda, edit and save as templates.
What is Meeting List? The name says it all. It’s a list displaying all your scheduled meeting. The common list can be found in Meeting Assistant- tab which include all meetings/call meetings in the past, at present and in the future.
A more specific and related meeting list can also be found in each Salesforce’ objects (leads, contacts, accounts, opportunities). This list helps users manage better their activities and conversation with their customer.
What can I do with Meeting Assistant? Before checking some of the below features, please remember to follow our Post-installation Instruction so that you can have access to all features and benefits of Meeting Assistant.
Things you can do with Meeting Assistant in Salesforce:
- Create agenda templates for yourself and your team
- Pre-select and send agenda when creating an event in Salesforce
- Schedule event/meeting in Salesforce Calendar with Meeting Assistant
- Log notes quickly and update CRM at the same time
- Assign tasks during the meeting
- Produce and share meeting minutes effortlessly in PDF files
- Manage meetings and notes with customers
Step #1: Create your meeting agenda
Simply go to Agendas tab and select New to create a new agenda for yourself. All newly created agendas will be saved in this library as templates for your next meetings.
We strongly recommend you to take a few minutes to get familiar with the Agenda Editor. You can add Agenda Item to the timeline on the left and add discussion items as questions in the middle. Happy with the agenda? Save it as a template.
Step #2 Create a new event
Create a new event in your Salesforce. Remember: events are 2-way synced between Salesforce and Meeting Assistant. When creating a new event in Salesforce, it has a link to Meeting Assistant platform where you can log notes based on the prepared agenda.
Having Meeting Assistant enabled, you can pre-select an agenda template for that event before hand. You can also create a new event from related accounts with custom buttons “Create a new call/meeting”. If your organization is using calendar integration apps with Salesforce, for example, Cirrus Insight, it should also sync those events accordingly to Meeting Assistant.
Step #3 Launch Meeting Assistant and log meeting notes to Salesforce
Meeting Assistant is a real-time note-collecting platform. When you are all set with your customers, you can access to Meeting Assistant and start collecting notes while you keep the conversation going with the attendees. It works on both laptops and tablets.
Let’s forget paper and pens! Meeting Assistant helps you keep all the notes organized and your CRM updated.
Prefer using Meeting Assistant for your field sales work? No worries. You can quickly log notes to your company’s CRM system right after the meeting using Meeting Assistant for mobile devices.
In some use cases, a quick phone calls with customer for example, you might not have the time to type in the notes. The best way is:
- Go back to your car
- Open that account in Salesforce1 mobile app
- Launch Meeting Assistant
- Log notes quickly with instant agenda template
Step #4 Produce meeting minutes and sharing
When finishing all the notes, users are able to review the summary and make adjustments if necessary. You will have options to:
- Share access to summary with colleagues (check User List)
- Export meeting minutes to PDF files (Private/ Public notes)
- Send notes to attendees via email (Send via Email)
Tips & hints:
- Meeting notes can be viewed from related events, leads, accounts, contacts, opportunities, etc. in Salesforce
- Tasks which are assigned will also have notes attached
- User can update values in Salesforce with related agenda item and question type “Field from Object”, for example, Field from Account.
Do you have any questions? Feel free to check our FAQs and shoot us a message to email@example.com. 🙂
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