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Hold sales reps accountable
Stop wasting time searching through Salesforce for updates! Instead, run effective forecasting meetings with Fellow – reps show up prepared to discuss important deals, decisions are recorded and next steps are clear. You can feel confident with what your reps have committed.
Fellow then becomes a source of truth to remember your Sales rep’s weekly priorities and the decisions made during forecasting calls. When everyone on the Sales team uses Fellow for internal meetings, it’s easier than ever to refer back to past meeting notes.
Sync meeting notes to your CRM
Fellow’s HubSpot and Salesforce integrations let users:
– Send meeting notes directly to the clients Salesforce or HubSpot profile and keep all information in one place
– One-click access to information about the account, deal, or cases during the call
– See information about the external people who you are meeting with in a convenient side panel right beside your notes
Keep team meetings on topic and on time
It’s no secret that sales professionals like to talk… a lot. Which is why sales team meetings can easily go off track and lose their intended purpose.
Encourage your team to prepare in advance by using Fellow for your sales team meetings, coaching sessions, and sales stand-ups. Just having a clear agenda and outline will help everyone stay on topic and on track. The best part? Your team meetings will feel organized and always end on time.
Free up your calendar by hosting async meetings
When your calendar is full of customer and discovery calls, it can be challenging to find time for team meetings or check-ins. And these potentially unproductive team meetings might take up time in your calendar that could be spent with a new prospect.
With Fellow, eliminate status updates by facilitating asynchronous meetings where your team drops notes and communicates efficiently without having to be in the same room at the same time. Better yet, you can leave comments to clarify or follow-up on points raised.
Never lose track of what was discussed
When you’re attending all sorts of sales calls each day, it’s easy to forget what was discussed in past 1-on-1s or coaching sessions. Unfortunately, this means that you might end up rehashing the same topics over and over again or leaving a direct report feeling unheard.
In the 1-on-1 section in Fellow, you can see a full history of what was previously talked about. Before your next 1-on-1 with a sales rep, scroll down to review what was said last time or carry forward any talking points that were not checked off.
Get started with these
Sales Meeting Agenda Templates
“Fellow helps us stay organized and follow up on the action items that inevitably come out of every meeting. It’s been a game-changer for our team.u0022
John GleesonHead of Customer Success