The customer: Meet iDeals
iDeals is a company that provides a comprehensive Virtual Date Room (VDR) solution that simplifies secure, confidential document sharing and corporate deal management during M&A and other transactions.
Den Kurdupov, Vice President of Revenue Operations, has a diverse portfolio. He is responsible for revenue operations, business intelligence, billing, account receivables, learning and development for the sales team, and sales tech stack, managing the company’s customer relationship management (CRM) software and other tools used by the sales team. He manages about 30 people and works closely with iDeal’s sales team, the customer success team, and other internal departments.
Den and his teammates were having a difficult time staying organized and following through with key action items after their meetings.
Let’s take a look at how iDeals adopted Fellow to organize and track action items and keep everyone accountable.
The challenge: Finding a tool that holds everyone accountable
Before Fellow, Den and his team were using a handful of tools to communicate throughout the workday and take notes during meetings, however, they found that they couldn’t maintain a system of organization that kept everyone on the same page.
Den and the team at iDeals decided to search for a tool that would help them structure meeting outcomes, track their task progress, and find common ground as the team grew.
It was also important that their new tool had an intuitive interface, a collaborative meeting agenda function, task and note sharing, and integration with other platforms they were already using. That’s when they found Fellow!
The solution: Adopting Fellow to add clarity to meetings
Without a meeting agenda, employees may end up talking in circles. A lack of preparation can lead to dampened spirits, productivity, and inefficiency in everything a team does. That’s why having a meeting agenda that everyone can collaborate on in advance is so crucial to a team’s success!
Den and his team adapted to Fellow quickly. Soon after obtaining the tool, members of the team added their thoughts to an agenda in advance of every meeting.
Knowing that others are working hard on team initiatives is a great motivator! With Fellow, Den can see in real-time when his colleagues complete an important task that’s part of a larger project.
Den also explained to us that Fellow helps him track his ideas throughout the week.
Effective communication is the key to a healthy workplace culture. Fellow helps iDeals employees collaborate across departments to ensure everyone is working together towards a common goal.
Results: Meetings done right! 🎉
Great teams host great meetings. When done right, meetings help teams share ideas with one another, make important decisions, build relationships, and work hard to reach their desired outcomes!
Fellow helps everyone stay on top of projects by bringing everything into one place. You can access your meeting agendas right from your email calendar, messaging applications, and video conferencing tools using our seamless integration with other popular tools like Zoom, Microsoft Teams, Slack, and Google Workspace.
Fellow made it easier for Den and the team at iDeals to stay on top of their goals and track the progress of objectives as part of their meeting workflow.
To this day, Den and the iDeals team use Fellow to make meetings delightful. He told us that he is now able to challenge whether a meeting is necessary if he doesn’t see an agenda in advance.
Lastly, we asked Den how using Fellow has impacted the meeting culture at iDeals. He shared with us that the greatest benefit was learning when meetings were and weren’t needed.
That’s the power of Fellow! With consistent meeting practices, everyone is empowered to feel prepared before, during, and after every meeting.
