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πŸ’² Salesforce Sales Meeting Agenda Template

πŸ’² Salesforce Sales Meeting Agenda Template

Meeting details

  • 30 minutes
  • Meeting date and time: οΌΏοΌΏ
  • Attendees: οΌΏοΌΏ

Brief the team

(5 minutes)

  • Company updates that affect sales
  • Follow up on questions from previous meetings

Team discussions their updates and obstacles

(10 minutes)

  • πŸ“₯ Discuss major leads
  • πŸ“Š Break down current metrics
  • πŸ“ƒ Status report
  • 🚧 Listen for potential hurdles

Amplify key wins

(5 minutes)

  • Praise salespeople who appreciate public recognition for specific events
  • Allow others to share appreciation

Invite ideas, questions, and collaboration

(5 minutes)

  • Exchange thoughts and ideas
  • Motivate and encourage your team

Decide on next steps

(5 minutes)

  • Appoint individuals to follow up on important items from the meeting
  • Set expectations for the next meeting