Strategic Conversations: Prepare, Communicate, Execute

Features:

Create an Agenda:

  • Launch via a web-link within Salesforce Event, Contact or Account Record
  • Create SMART agendas with easy-to-follow steps
  • Send agenda via email to selected participants and confirm attendance

Prepare for Your Meeting:

  • Create and Deliver Targeted Messages with the Positioning and Message Builder
  • Ask Powerful questions with the Question Wizard and Library
  • Link Agendas to initiatives, processes, people, teams or accounts

Wrap Up, Report, and Re-Use:

  • Report on decisions, issues, and actions for series of agendas
  • Clone and Edit Agendas for reuse
  • Search Posted Content of Past Agendas with Document explorer

Benefits:

Collaboration Benefits:

  • Combine alignment, accountability and agility for cross team execution
  • Enable all functions to appropriately focus on the customer
  • Ensure input, preparation, participation and effective process for all meeting types
  • Share, reuse & edit preparation for similar meetings
  • Apply and grow best practices to learn faster
  • Drive consistency of messages, reinforcement of goals

Sales Effectiveness Benefits:

  • Align company and customer goals at points of discovery and sale
  • Enable collaborative planning & team selling for key account meetings
  • Be prepared to ask questions and handle objections
  • Build and drive powerful messages
  • View meeting agendas linked to initiatives, programs, projects, deals
  • Keep everyone informed on post meeting actions, status, results & lessons learned
 
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Contact Us
Email: appfactor@astadia.com
Telephone: 508.485.3330
To request additional information:
A Sales representative will contact you promptly.