Table Template: Prospecting and Business Tracking

Category:  Sales

Scheduling sales appointments: The essential information you need to know

Use this template

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).

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!

Be  organized  and work better with Rowshare

Help your team get organized, delegate tasks, and automate data processes without losing sight of the big picture.

What do our users think?

Rowshare makes it easy for teams to collaborate to get the same information in a simple and seamless way. It also provides easy access to stored data! At Rowshare, customer service is also quick and responsive, despite being in New York and Rowshare in France. Read the notice
Carter Dwight, RTR
Overall, this is the best online collaborative spreadsheet software to date. It is easy to use and has all the important features. Read the notice
Muhammed Anshad K., MIA Arabia
The tool is very user-friendly and can be customized according to the needs which are the most desirable features. Thus, we can perform our daily tasks more easily and efficiently and save valuable time. I also appreciated the customer support they offer. Read the notice
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