A New Take On Meetings
Organize Your Potential Meetings
Picture this - a hot prospect says they're interested, you send them some times and they never get back to you. This is why we created the ability to log potential meetings and convert them into booked meetings.
Manage Your Booked Meetings
We've added everything you need for modern pipeline management including: meeting statuses, meeting owners, custom fields, intro call notes, meeting dates, owners and even automated reminders.
No Need For Any Other CRM
Custom Meeting Statuses
Every sales process is different. We've built in standard meeting statuses, with the ability to completely customize them. In addition, we've added the ability to mark statuses as opportunities, closed won or closed lost to enable conversion tracking of custom statuses.
Custom Meeting Fields
There is always a need for additional fields on opportunities, so we've added the ability to completely customize what fields need to be logged when creating and updating a meeting.
Automated Meeting Reminders
In an effort to improve meeting attendance rates, we've built in meeting reminders directly into the platform. They send out a few hours before each meeting and can be turned off at the meeting and account level.
Potential Meeting Conversions
Similar to how you would convert a lead into an opportunity in Salesforce, we've built the ability to easily convert potential meetings into meetings with the click of a button.
In SalesReply, meetings are essentially opportunities. You can create custom statuses and track their progress through the sales cycle by meeting owner.
We created Potential Meetings to track all the meetings we are actively working that have not been scheduled. This is a great tool to help prioritize prospects for manual follow up.
Yes. Every meeting has three large notes fields, one for "Intro Call Notes," one for "Stage Notes," and one simply called "Notes."
Our Meeting Statuses are what people would traditionally call Opportunity Stages. You can create custom statuses that reflect the stages of your sales cycle.