A successful marketing strategy is, by default, useless unless potential clients bite the bait you’ve used to lure them in. Those who have bitten the bait, but have not yet been reeled in are what you would call “leads.” Leads are the building blocks of what could possibly be an actual sales opportunity. But countless times, certain leads fall short of being converted into “contacts,” those clients who you’ve successfully reeled in. Leads also have a huge meaning when using Meeting Assistant because you can customize your app so that it can also use Leads.
When running from one meeting to another, it is good to keep related materials organized. Understanding customer needs, Salesforce does offer a couple of features to help you organize your content. Today we want to talk about Files on Events.
Meeting Assistant 3.18 is now available
Salesforce Spring’18 will be released on the 10th of February and in some instances a week before. To coincide with Spring’18, we are proud to announce the release of Meeting Assistant version 3.18.
In addition to performance improvements and bug fixes, the main theme of this version is following up on meeting decisions. In practice, this upgrade make Meeting Assistant work better together with Salesforce Task functionalities.
More tips for sales team with Meeting Assistant:
- Redeem contract life cycle in Salesforce
- 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
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!
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!
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.
Meeting Assistant for Sales 3.5.1 is now available
We’d love to develop our app based on your needs. With the latest version of Meeting Assistant, we bring you a new feature which let you pre-select agenda during the creation of an event. As Meeting Assistant is Lightning Ready, it works smoothly with both Classic and Lightning version of Salesforce. Read on to see how it works!
Meeting Assistant for Sales 2.6 is now available
Our goal is to constantly improve our products, making it easier and more efficient for you to interact with your customers. We are now happy to release Meeting Assistant for Sales 2.6 that puts special focus on call meetings. Read on to discover what’s new and get the update when it’s hot – the update is available right now!