MeetingResult for Sales is the essential app of today's high performing sales professionals. Designed for top sellers in today's highly competitive marketplace, MeetingResult for Sales provides a simple yet powerful system for delivering the most powerful customer sales meetings possible.
The days of showing up to customer meetings unprepared, forgetting important discussion topics, and failing to capture essential meeting points are over. MeetingResult for Sales simplifies the planning, execution and reporting process associated with customer meetings, enabling you keep your focus where it belongs - on your customer.
With MeetingResult for Sales you can quickly:
•Establish clear objectives for your customer meetings
•Plan your discussion points and key questions you want to cover with your customer or prospect
•Capture logistical information for the meeting (location, date, time and duration)
•Identify meeting invitees from a centralized list of contacts
•Create and distribute a professional agenda in PDF format and branded with your company logo
•Capture, categorize and assign ownership to valuable meeting assets (notes, actions, decisions and challenges) created during the meeting either by typing them into the application or recording audio notes.
•Generate a professional meeting summary report that can be exported in PDF format via email, printed or uploaded to Google Docs, Dropbox, Evernote or the associated opportunity in Salesforce
Salesforce integration requires that you have an account with API access. Currently only Enterprise or higher-level account within Salesforce come with API access. If you have the Professional version of Salesforce you can purchase API access for an additional annual fee. Contact your Salesforce representative to get full details.