* REQUIRES SALESFORCE CRM with API access
* Get relevant meeting information in a mobile-friendly package - sell better!
* Instantly deliver CRM data to Salesforce CRM from your iPad
* Conveniently look up participant and company information
* Manage meetings, tasks and cases efficiently
* Keep and deliver meeting minutes easily
Increase your sales and save time with Meeting Assistant® for Salesforce CRM! Manage your sales meetings at the speed of data like a true Customer Company sales professional!
Meeting Assistant® for Salesforce links your iPad with Salesforce for planning, running and closing business meetings. You can make your meeting decisions instantly available in Salesforce.
- Be always prepared with your CRM data
Everything you need to know is at your fingertips. Import calendar meetings or Salesforce events to your iPad and get everything you need about leads, contacts and customer account activities.
- Manage meetings with an agenda
An agenda keeps you on the right track. Generate agendas from Salesforce event descriptions and meeting invitations, select an agenda template, or design your own agenda!
- Complete notes and tasks efficiently
Never forget an important task. Write down actions, notes, Salesforce tasks and cases with a slick UI designed to maximize face time with the customer. Deliver meeting minutes and Salesforce data in a matter of minutes and be done with it.
- Improve your internal meetings
Run your team at 100%. Use your iPad to manage meetings with your own people. Assign internal tasks and action points and share meeting minutes with everyone involved.