this unit talks about salesforce meetings features that are available when einstein activity capture is enabled and reps are part of a configuration that includes syncing and capturing events. but this unit gives you a good idea about the features and power of salesforce meetings. the meeting digest is the place where sales reps gather all the information they need before a meeting starts. the rise in remote sales teams means more sales reps are meeting with customers and prospects in virtual sales calls. meeting studio isn’t a video conferencing solution.
after setting up the studio with the content they plan to show, reps share their studio when joining the video conference. to use the studio for impromptu calls, add the meeting studio component to a rep’s home page in salesforce. the same features are available except that the presenter’s panel doesn’t have meeting digest details unless the meeting has a corresponding event in salesforce, and a related record. after a meeting, the meeting digest turns into the place where reps can log notes for internal collaboration using salesforce anywhere (quip) and send follow-up communications. with the meeting digest and meeting studio, reps prepare for meetings more effectively, have more impactful and engaging conversations, and close more deals than ever before.
when you are meeting with a lot of clients, itâs helpful to keep three main pieces of information connected: the meeting itself (the calendar event), the notes, and the customer profile in your crm. keep everything aligned by connecting your meeting notes with your calendar in fellow and then sending the notes over to the customerâs salesforce profile. connect fellow + salesforce, so those action items brought up during your customer calls are documented in the meeting notes and recorded on their salesforce profile. this makes it easy to prepare for follow-up calls by reviewing what you discussed last time. relevant information from salesforce will show up in a convenient side panel right beside your meeting note, meaning youâll never forget the who, what, where, when, or why.
click on the salesforce card3. follow the prompts and login to your salesforce accountyou’ll then be all set up for your next customer call! with one integrated crm platform, it enables all of your departments a shared perspective of your customers, including marketing, sales, commerce, and service. then, with the ability to take notes, meeting management becomes much simpler. having everything in fellow means we can track it and follow up on it.”
1. when the description is edited after the notes are entered, it sends a meeting invite to all parties who were invited to the meeting, thus after a meeting, the meeting digest turns into the place where reps can log notes for internal collaboration using salesforce anywhere (quip) and send follow-up sales people can take meeting notes and record internal and client tasks on one screen within salesforce during meetings or calls on a desktop., salesforce meetings, salesforce meetings, salesforce meetings demo, salesforce meetings setup, salesforce meeting scheduler.
your best bet is to log a call and set the activity type to “meeting”. then summarize the meeting in the subject line and elaborate on any details you want your meeting notes sent to salesforce when you are meeting with a lot of clients, it’s helpful to keep three main pieces of information connected: the meeting sharing salesforce meeting notes is one of the best ways to drive accountability and transparency as well as to ramp new reps., salesforce meetings trailhead, meeting studio salesforce.
When you try to get related information on salesforce meeting notes, you may look for related areas. salesforce meetings, salesforce meetings demo, salesforce meetings setup, salesforce meeting scheduler, salesforce meetings trailhead, meeting studio salesforce.