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Transcript

Sales

Weekly Round up Meeting

Department weekly meeting

10.23

AGENDA

AGENDA

01.

Housekeeping

Quote

02.

Success Stories

Numbers

03.

Pipeline

Sales Exercise

Housekeeping

Housekeeping

Important things to know this week...

This Friday

Louis

Fun Fridays!

Forecasts Updated in Clari

Make sure forecasts are updated!

Forecasts

Recap

QBRs

Goals run through. Close your old goals and set new ones for the quarter.

Goals

Check Ins

Need to be specific on goals for the week. A lot of general goals that are the same week over week. Add something that went well this week.

RingCentral

Need to be using RingCentral for calling if you're not. They have a mobile app if you want to call from your phone vs. computer.

Quote

Successes from Last week

Successes

Tradeshows

WEFTEC

High Point

Host Milan

Numbers

Weekly Dash

120K

Outreach Dash

Outreach Dash

Pipeline Dash

Clari

Pipeline

Pipeline

Goals

Activity