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.
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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.
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.
* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page.
P.S. If you share this page in Facebook or Twitter with hashtag #bitrix24, you'll automatically get a chance to win a 12-month subscription for Bitrix24 Professional ($2400/yr value)
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.