Scheduling business meetings is hard, and it takes a lot of effort from sales representatives. And the efforts of the sales team can often be lost if no action is taken after an initial meeting with a potential client. A meeting without follow-up is a waste of time for everyone—if the relationship is not maintained, there’s a good chance that the potential client will never become an actual client.

The benefits of monitoring your business meetings

It can be difficult and time-consuming to gather information about potential clients, both before and during meetings. One great reason to closely manage your commercial activities is to avoid the loss of that information and to share it with the rest of the team. A second reason is the time you’ll save when these business meetings are efficiently managed. Once all the data elements are centralized, the salesperson only needs to consult a simple software tool to decide on next actions. For example, the business strategy for a particular client can be adjusted easily, at any time. Or a meeting several months old may need additional, different efforts to bring about results. A system then helps sales staff quickly identify and follow up with new contacts enables them to expand their target audience and target decision-makers. Finally, good management of business meetings boosts your professionalism in the eyes of your customers: you demonstrate your detailed understanding of their responsibilities and your history together.

How can you manage all your client meetings to ensure strong follow-up? Is there a simple management tool to optimize your sales and outreach efforts?

Centralize your sales information with a shared table

A collaborative table is the optimal way to monitor your commercial activity. It allows you to centralize information related to all your reports and the actions everyone has taken. For example, your shared table might contain the following data:

• Contacts
• Business
• LinkedIn profile links
• Photos
• Company
• Address
• E-mail
• Status of meetings (interest, opportunity, earned)
• Priority (rated from 1 to 4)
• Date of the last appointment
• Date of the next appointment
• Reminder date (email notification)
• Notes (potential clients met during an expo, discussion around a specific project, invoice to be sent)


Sign up now and try this table template to manage your business meetings.

With a collaborative tool, you can visualize your team’s overall sales activity. As a sales manager, you manage who has access to the tables. In case of an event (an expo or conference), you can give selected members of your team access to the contacts of companies attending the event. And adding a direct link to potential clients’ social networks facilitates navigation and saves time.
Managing your team’s business meetings is essential for a smooth sales operation. Handling them with precision is a great reflection of how seriously you take your business partners. Take a moment to see how the collaborative tools offered by RowShare can optimize your sales operation!