In most sales processes, thereâs a point where youâve connected with your prospect and need to give them a demo, a callback, or the big closing call. Keeping track of those meetings can be a painâdid the lead reschedule, who attended, and what happened next?
Today, weâre launching Meeting Sync, a power feature that gives instant visibility by bringing your meetings directly into the CRM.
Once a calendar is connected, any meetings you schedule will appear on the leads theyâre booked with. Changes to the calendar event will update the synced meetings automatically. Itâs that easy.
We know our users spend a lot of time in Close, and you should never miss a meeting because you are too busy working on something else. The meeting reminder bar reminds you of your upcoming meetings in Close and allows you to jump into a video call or the lead with one click.
Close has always focused on reducing manual data entry for sales teams. As more teams use their calendars to book demos, we saw the opportunity to save our users time and help ensure more accurate data for reporting on sales activity.
With your meetings captured in Close, you can build Smart Views to show all the leads with meetings booked for this month or leads youâve talked to more than five times but havenât booked a meeting with. You can also simply incorporate meetings into your existing sales workflow and Smart Views.
âYou can also report on the number of meetings your team is having. Because our calendar sync works like our email sync, weâll pull in your historical meetings, too, so you can start reporting effectively on day 1 with Close.
Meeting Sync is available today for all users. To access your past and upcoming meetings, simply connect your Google Calendar in Settings â Connected Accounts and visit a lead page.
Hereâs to more productive meetings--and even greater visibility.
Go get âem!