FunnelBud Meeting Logger

kr

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: SharpspringEstimated Delivery Timeline: 4 weeksResults 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
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:

Basic customers: $450 setup fee, and then $50/m for maintenance.

Standard and up: Included.

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.

FUNNELBUD IS OUR MARKETING AUTOMATION EXPERT

We are very impressed by how much FunnelBud's software provides, and the amount of expertise we get by them. We can feel peace of mind and focus on our business growth.

Anders Börde Founder, Head of Product & Strategy, Moblrn
user-image

WE HAVE ALREADY DOUBLED OUR LEADS!

By using FunnelBud's professional, well-structured and helpful support, we were able to implement SharpSpring quickly and easily. In just 3 months, we have already doubled our leads. We are very pleased.

Eva Norras Rehn Marketing & Communications, Qurant
user-image

FUNNELBUD HAS EXCEEDED OUR EXPECTATIONS!

FunnelBud's system does everything we need for a third of the price of competitors. And with help that is both included and has exceeded our expectations. A no-brainer.

Ulf Lesley Group Chief Strategic Officer, Strikersoft
user-image