Meetingflow is built to support any sales framework. There are 3 main themes when considering how to implement a sales framework into the meeting workflow.
Orienting meeting plans around a framework
In order to drive consistency and integrate the framework into every meeting, create meeting plan templates customized for different stages of the deal. Let's say a sales process uses BANT framework, where an SDR qualifies need and timing in the first call, where an AE is then brought in to further assess budget and authority; different meeting plan templates can keep this conversation seamless as it progresses and changes hands and reps stay focused on the right outcomes for that stage. Learn more about templates.
- Map out the major milestones of the sales cycle. What types of meetings are there, who is in them, what is the purpose of each different meeting type?
- This a good opportunity to assess your sales cycle and identify missing steps or areas causing extra friction.
- Build meeting templates that map to each key meeting type of the sales cycle
- Add default formatting for the meeting plan and/or the meeting notes section. This helps keeps reps on track in their conversations and drives towards the key outcomes
- Add default assets to meeting templates, such as a pitch deck template so all reps can always have access to the most up to date assets
Collecting sales framework qualifications
Qualifications are the underpinnings of a sales framework, and it's essential to capture them in a CRM for sales efficiency analyses, accurate pipeline forecasting, and deal intelligence. With Meetingflow, reps can quickly access deal fields (including custom CRM fields!) for one click updating. This makes updating opportunity fields both comprehensive and fast, ensuring all appropriate fields are kept updated. Learn more about CRM updates.
- Identify the Hubspot deal or Salesforce opportunity fields you want surfaced in the meeting workflow
- These should be fields key to deal flow, or fields that get updated often. This might not be all the fields on an opportunity record.
- Establish what order the fields should appear in Meetingflow from a user perspective. If using an acronym based sales framework, it's common to follow the order of the acronym, though you might find you want fields ordered differently for better user experience. Organization admins will need to configure this.
- The order you select fields in the admin "organization settings → manage integrations" is the order the fields will appear in Meetingflow, top to bottom.
Understanding additional meeting context
Opportunity fields are important, but that's not the full story from the meeting. Templates can be leveraged to guide reps on how to structure their meeting notes, with formatting retained, for meeting detail that is organized and understandable.
- Within the meeting templates, consider formatting the notes section based on meeting type.
- This makes it easy to read meeting note details. Instead of reading 10 different formatted notes from 10 different reps, templated notes makes it easy to compare deal context like-for-like.