Meeting Template Examples

Meeting templates are a very powerful feature of Meeting Mapper. You can build templates for sales, projects or internal meetings. Meeting templates ensure your teams are gathering the required information and performing the tasks to move opportunities and projects to a successful completion. Meeting templates also allow you to add features and functions of Meeting Mapper in a controlled manner. Instead of overwhelming your teams with all the capabilities of Meeting Mapper you can use the Crawl, Walk and Run approach. Add new features and functions as your teams use Meeting Mapper.

Sales Meetings

The following templates are examples you can create to support every phase or you selling process. Meeting Templates are highly configurable based on your methodology and what teams must accomplish in each phase to move opportunities to closure!

Meeting templates can be modified at anytime to add or remove Meeting Mapper features and functions.  For example you can include the ability to ‘Score’ meetings based on a numbering system. Along with the score the justification for the score must be selected. Again this is all based on your sales methodology.

Quick Meeting/Call

This template includes the features in Meeting Mapper to capture any notes and Actionable Intelligence to move an opportunity to closure.  You can complete the following using this template:

  1. Go Back to the related Object
  2. Save the meeting
  3. Add meeting attendees
    1. Identify Role(s)
    2. Stance – Opinion
    3. Level of Participation
  4. Gather Notes (Public and Internal)
  5. Gather Actionable Intelligence

Quick Meeting - 1

Quick Meeting - AI

Initial Meeting

This template includes the features in Meeting Mapper to capture any notes and Actionable Intelligence, update Object Detail fields and send meeting attendees meeting notes (Public and Private).

You can complete the following using this template:

  1. Go Back to the related Object
  2. Save the meeting
  3. Add meeting attendees
    1. Identify Role(s)
    2. Stance – Opinion
    3. Level of Participation
  4. Gather Notes (Public and Internal)
  5. Gather Actionable Intelligence
  6. Update the linked objects details
  7. Send meeting notes (Public and Private)
  8. Political Map

Initial Meeting

In Depth Solution Meeting

This template includes the features in Meeting Mapper to capture any notes and Actionable Intelligence, update Object Detail fields and send meeting attendees meeting notes (Public and Private).

You can complete the following using this template:

  1. Go Back to the related Object
  2. Save the meeting
  3. Add meeting attendees
    1. Identify Role(s)
    2. Stance – Opinion
    3. Level of Participation
  4. Gather Notes (Public and Internal)
  5. Gather Actionable Intelligence
  6. Update the linked objects details
  7. View, Build or Verify Organizational structure (Political Map)
  8. Send meeting notes (Public and Private)

In-Depth Meeting - 1

Close Meeting

This template includes the features in Meeting Mapper to capture any notes and Actionable Intelligence, update Object Detail fields and gather Meeting Insights.

You can complete the following using this template:

  1. Go Back to the related Object
  2. Save the meeting
  3. Add meeting attendees
    1. Identify Role(s)
    2. Stance – Opinion
    3. Level of Participation
  4. Gather Notes (Public and Internal)
  5. Update the linked objects details
  6. Send meeting notes (Public and Private)
  7. Political Map
  8. Gather Meeting Insights (What Resonated / What Didn’t Resonate)
  9. Close Meeting - 1

Meeting Insights - 1

Meeting Insights - 2

Projects/Internal Meetings

The power of Meeting Templates you can create templates for any type of meetings. From project too internal meetings, the templates give you the power to gather the information you need to be successful.

Just think of the possibilities with Meeting Mapper.

appexchange 5 out of 5

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Customer Testimonials

Meeting Mapper has made our whole sales organization a more effective team. Our reps are getting a much tighter sense of roles and responsibilities from prospects and customers, our executive mapping into deals is spot on and the mobile sync significantly cuts down the administrative component of data entry into sfdc.

Brian Dohney, SVP, WW Field Operations, Symplified

We spend a lot of money and effort getting in front of customers. Documenting and communicating the happenings and results of these meetings is important to us. The native tools within Saleforce.com were not adequate, not easy, and in some cases non-existent to give us the results we desired. After extensive trial-and-error and research we chose to deploy Meeting Mapper for Salesforce. Their tool allows us to capture the detail and essence of customer meetings quickly and easily. Their support services have been outstanding. They have made several changes quickly to their application based on our requests. If you want an effective tool to capture meeting details I highly recommend Meeting Mapper for Salesforce.

Eric Jensen, Chief Marketing Officer, Jensen Precast.