Sales meetings are typically held by the sales manager of a company and are attended by the entire team. It is usually attended by sales enablement leaders, sales reps and if necessary, personnel from other departments also.
“The goal of any sales meeting is to discuss the sales process, highlight the changes to be made, and focus on the overall improvement of sales by analyzing the status of potential deals.”
If you are a sales manager, then sales meetings become an integral part of your responsibilities in managing a sales team. These meetings are a treasure trove of information as they offer key insights into your sales funnel, and help to analyze the performance of the sales reps in detail.
However, it is also not very uncommon to see sales meetings revolving around unnecessary and irrelevant aspects of sales and your team. This is where proper planning can help.
There are a few ways to conduct a sales meeting and also ensure that it is actually beneficial. But the key mantra is to keep it short as time is of great essence in this rapidly transforming world. Keeping the meetings anywhere between 15-30 minutes is ideal especially in the present scenario where most of the meetings are virtual and there are high chances that your team’s attention might wane off if you stretch it for long. The first step is to set an agenda.
Without a well-defined agenda, these are some of the common problems you will end up facing in a sales meeting -
All these problems can be overcome by setting a sales meeting agenda. It keeps the goals at the forefront, while also setting time aside to listen to the feedback of the sales team. An agenda consists of two important factors. The topics to be covered in the meeting and the flow of the meeting.
Depending on specific circumstances, there might be different topics to discuss at every meeting. There are, however, a few subjects which must be covered in every sales meeting agenda to ensure productivity and improve the outcome of it -
Rafiki can help you with this by providing insights as to what the key deal risks or roadblocks were and what topics were discussed that could impact your pipeline from every sales call of a rep.
These questions are easily answered by Rafiki with AI-based transcriptions highlighting the necessary topics of conversation related to objections and deal-risks.
Along with your CRM, Rafiki can make analyzing metrics at sales meetings easy. By collating data from every call, it can display metrics about an individual's performance.
Most sales meetings agendas involve establishing a structure for the duration of the meeting. Crafting the flow will not only make the meeting efficient but also ensures that the meeting adheres to the time limits while covering all bases. Here is the flow of a typical sale meeting that you can replicate in your organization -
The minutes of the sales meeting are usually taken by a designated team member or taken by different members on a rotation basis. However, ensure that it is not overlooked. For a sales meeting, use a combination of the 3 below types -
At the end of the meeting, a copy of the minutes is sent to everyone who attended. This is a record of the happenings. It keeps the key aspects of the meeting at the forefront of the mind and allows everyone to refresh their understanding of the various topics of discussion. It also acts as a refresher before the next sales meeting.
You can also use Rafiki to transcribe your internal meetings, intelligently segment the conversations into key points and convert them into comprehensive minutes of meeting. This means you do not have to assign a team member to take notes anymore. They can contribute to the meeting in better ways.
Rafiki brings all the stats and data related sales calls to one seamless platform. This helps analyze and draw conclusions from the overall performance of the sales team in advance of the actual sales meeting.
This makes it easy to highlight the steps to improve sales strategy during meetings without needless conversation or excessive speculation. With Rafiki, there is no need to rely on anecdotal success stories any more. The real ones and what makes them deal closers are all out in the open, making it easy for every sales rep to emulate.
Leading your sales team to greater heights has never been easier. Book a demo with Rafiki to know more.