Sales Meeting Agenda

There are more than 35 planning, managing, analytical, and communication tools that are integrated, synchronized, and available in one click to guide you through the most sophisticated types of gatherings.

Using Bitrix24 to Create Your Sales Meeting Agenda

Hosting an event is challenging regardless of its nature. It might be dedicated to strategy, team building, marketing, HR, or sales, but the organizational process still has many obstacles that a properly designed sales meeting agenda help to avoid. 

Bitrix24 standard package of solutions for sales meeting agenda is free. But if you're looking for enhanced capabilities, you should check premium offers or additional features. On the Bitrix24 pricing page, you can find the available plans and choose the one that suits the approach of your sales department the most.

Do not miss the excellent opportunity to gain free access to Bitrix24 Professional ($2400 per year). All you need to do is share this page with your friends on Facebook or Twitter with the hashtag #bitrix24 and see if the odds are in your favor.


Preparation

  • Bitrix24 offers a wide range of sales meeting agenda templates. Their broad functionality is comparable with Google Docs, so you can adjust, edit, and customize it with no limitations. Plus, you can create a particular template that will fit your requirements.

  • You can add tasks, responsible executives, and deadlines straight to the agenda and mark them as "complete" prior or during the session.

  • Make necessary arrangements directly from the application. You can book venues, send invitations, announcements and notifications, schedule tasks and appointments, grant access rights and share documents.


Realization

  • With the permanent availability of all files, you can always go back to the previous sales meeting agenda in case you need to address something from it during the current session.

  • Advanced reporting provides you with key performance indicators, including activity and sales by agent, leads by stages, sales funnel, and CRM activity stream. Together with HR features, displaying such characteristics as absence, leaves, and workday duration, it will give you enough data to evaluate if your department is meeting the existing quotas.

  • Planning instruments are also crucial. They help to assign tasks, delegate responsibilities, establish sales figures to be achieved within certain time limits, and/or apply a new strategy.

  • Communication is the key to efficient teamwork. Therefore, sales meeting agenda should have time slots for discussions, feedback, and recap. Such functions as chats, video/audio calls, conferences, and comments, provide the participants with many opportunities to engage in the conversation.


Manage Your Sales Meeting Agenda Everywhere with Desktop and Mobile Solutions

  • Windows/Mac

  • Android/iOS.


Learn More About Bitrix24 and Conduct Sales Meetings Productively

With our detailed and thorough manuals, you will never get lost and confused because it offers solutions to every problem that might occur. If you want to get visual confirmation of Bitrix24's efficiency, usability, and functionality, visit the YouTube channel of our knowledgeable team. In addition, advanced users might appreciate our self-hosted editions developed for companies that prefer to run the applications on their servers and have code access to modify the software.

* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page.

Basic Features

  • Unlimited Users
  • Cloud or self-hosted
  • Intranet and extranet
  • Full time, part-time, freelancers
  • HRIS and HRMS included
  • Absence management
  • Mobile, source code access, API

Unlimited Tasks and Projects

  • Free unlimited client base
  • Leads, Contacts, Companies, Deals
  • Quoting and invoicing
  • Websites templates
  • CRM forms
  • Live chat 24/7
  • Multichannel communications

Company Collaboration

  • Knowledge management
  • Company structure
  • HR tools
  • Project and workgroups
  • Document sharing and processing
  • Configurable access permissions (creation, editing, viewing, publishing)
  • Clocking in/out, time management
  • Unlimited free task management
  • Workload management
  • Calendars and scheduling
  • Learn more

For more information about Bitrix24, head over to our training courses. We also have a great YouTube channel that covers every aspect of Bitrix24, from sales and planning to document management and company internal communication tools. To download the self-hosted edition of Bitrix24 that can be installed on your own server and give you access to open source code, please visit the Bitrix24 Self-Hosted page.

Be sure to check out other Bitrix24 tools:
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