Table Template: Prospecting and Business Tracking

Scheduling sales appointments: The essential information you need to know

Making Qualified Appointments

Qualified appointments according to defined criteria. Save time with our turnkey solution adapted to your needs. All you have to do is fill in the table with information from your prospects and clients.

Schedule Reminders

Between meetings and travelling, you may forget to contact a prospect or client again. With reminders, you can schedule notifications to re-contact your customers at the right time.

Working Together

All appointments are collected in a single table. The sales manager has access to all the information, but each employee sees only his own. If you wish, you can allow everyone to see each other’s appointments (with or without the possibility of modifying them).

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How to Organize Your Business Appointments

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.

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.

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!

Easily manage your business follow-up Use this table template
Our clients talk about Rowshare
  • ” In addition to saving time and improving the quality of our business information, RowShare brings peace of mind to our partners and enhances our business relationship with them. You can’t put a price on that!”

  • “We tried Excel, Google Sheets and Airtable, but they didn’t do the job with regards to letting users see only a part of the table while we see everything. Only RowShare could do that.”

  • “Following up on marketing outreach represents up to 2 hours a day, and this time has been reduced by at least 30 percent, thanks to RowShare. This is a savings of at least 40 minutes a day or nearly 2 working days saved per person per month!”

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