FunnelBud Meeting Logger


The solution helps you document and track your sales meetings and other activity types. It is perfect for improving accountability within your sales team.

You would be able to follow up on your team and their activities within different periods.

Solution Expert: Yusuf Young

SKU: 202208161156 Category: Included in License Cost: Standard, PremiumTechnologies: SharpspringResults sought after: Gain control over your sales processTypes of solution: Setup
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.

Meeting logger

  • 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.
Key benefits:
  • 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.Meeting Logger reports
  • 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.

Setting up Meeting Logger

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)

Yusuf Young

About the Author

Yusuf helps companies use Marketing Automation to grow B2B sales. In his role as a Marketing Automation consultant implementing systems such as HubSpot and Salesforce, he discovered the need for better services at a lower cost. Today, he runs FunnelBud to make the fruits of sales and marketing technology available to businesses worldwide.


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