Meeting Automation
Meetings are essential for post-sale teams to ensure alignment on customer needs, facilitate smooth project handovers, and address issues promptly. Cloud Coach enhances the meeting process by automating meeting scheduling, tracking action items, and providing real-time updates, helping you focus on what truly matters: bringing value to your customers.
Replicate your best practices
Templatize your regularly held meetings
Build best practice agendas and coaching notes into your meeting templates.
By providing a structured framework, Cloud Coach templates help capture essential information, reduce preparation time, and streamline follow-ups.
- Create pre-defined agendas to ensure all key topics are covered
- Consistent documentation for easy tracking and reference
- Save time by eliminating the need to create meeting templates from scratch
Sales to Project Handoff
Sales to Project Handoff
Automate meeting creation
Trigger meetings for kick offs, QBRs and more
Meeting automation is crucial for enhancing productivity and efficiency. By automating routine tasks such as meeting creation, follow-ups, and action item tracking, you can free up time for your teams to spend more time providing exceptional customer service.
- Reduce the risk of missed deadlines and forgotten tasks.
- Stay informed with recurring meeting templates and pre-populated agendas
- Improve accountability by automatically tracking progress
Document your meetings
Capture discussions and next steps
Capture all your services engagement documentation in one place, so your team always knows where to find the right piece of information.
- Attach relevant documentation to your meetings
- View who added documents, and see when they were added
- Download attachments or previews directly in My Day
Sales to Project Handoff
Sales to Project Handoff
Track stakeholder sentiment
Capture positive and negative sentiments
With so many stakeholders at your customers to manage across multiple departments, each with their own unique objectives and changing roles, it’s essential that you keep track of your key players!
- Create organization charts to fully understand who the key players are
- Capture stakeholder health post-meeting along with any status changes to the key stakeholders
- Plan ahead by understanding the business impact of any stakeholder changes
Save time & keep everyone aligned
With instant emailed minute records
Capture meeting minutes and action items during your meeting… then share meeting minutes with your attendees with just one click!
- Never lose track of important meeting notes
- Stay up-to-date with stakeholder actions with Salesforce Tickets and Tasks
- Record internal coaching notes, ensuring your team is always in the loop
Sales to Project Handoff
