What this solution gives you:
- A platform for your sales team to keep track of their activities, including information like Meeting dates, reasons for the meeting and the outcomes thereof.
- Custom reports for your team’s weekly or monthly activities
- Individual fields are also saved into Google Sheets for reporting purposes.
- After updating Meetings Log Funnelbud field, other meeting fields are reset for future meeting updates.
- Your team will be able to record and keep track of their sales activities every month. So it will be easier to demonstrate output and make the necessary evaluations.
- You can create detailed reports of sales meetings, including the number of meetings per month, the number of sales from the meetings, candidate profiles, etc.
- Your Meeting logger reports are customisable, and you can tweak them to produce results according to date, Salesperson, or activity. This helps you access your data faster.
- The detailed reports from this solution can be used for other marketing activities like training, online courses and others.
How to access this solution
We discuss your sales process with you to determine the different steps and activities involved.
On your Funnelbud account, you can log a meeting directly on the Contact card or on the Opportunity, depending on your process.
Access and filter your reports periodically to track meetings.
What this costs to implement:
Setup fee (one-time): $450
Support and maintenance fee: Hourly rate
Zapier: $20/month (waived if you already have a Zapier account with us)