Bitrix24 offers a wide range of sales meeting agenda templates. Broad functionality is comparable with Google Docs, so you can adjust, edit, and customize it with no limitations. Plus, you can create a particular template that will fit your requirements.
Add tasks, responsible executives, and deadlines straight to the agenda and mark them as "complete" prior or during the session.
Make necessary arrangements directly from the application. You can book venues, send invitations, announcements and notifications, schedule tasks and appointments, grant access rights and share documents.
With the permanent availability of all files, you can always go back to the previous sales meeting agenda in case you need to address something from it during the current session.
Advanced reporting provides you with key performance indicators, including activity and sales by agent, leads by stages, sales funnel, and CRM activity stream. Together with HR features, displaying such characteristics as absence, leaves, and workday duration, it will give you enough data to evaluate if your department is meeting the existing quotas.
Planning instruments are also crucial. They help to assign tasks, delegate responsibilities, establish sales figures to be achieved within certain time limits, and/or apply a new strategy.
Communication is the key to efficient teamwork. Therefore, sales meeting agenda should have time slots for discussions, feedback, and recap. Such functions as chats, video/audio calls, conferences, and comments, provide the participants with many opportunities to engage in the conversation.
* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page.