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Sales
Weekly Round up Meeting
Department weekly meeting
03.24.25
AGENDA
AGENDA
01.
Housekeeping
Quote
02.
Success Stories
Numbers
03.
Pipeline
Sales Exercise
Housekeeping
Housekeeping
Important things to know this week...
This Friday
Jeremy
Fun Fridays!
Forecasts Updated in Clari
Make sure forecasts are updated!
Deals need to be updated prior to this meeting weekly, correct stage, next steps, etc.
Forecasts/ Clari Usage
DialPad
Did you all do full setup?
DialPad
Big wins to highlight at town halls
Can we think of a few?
Biz Systems issues
Quote
Advanced Commercial-Zack
Successes from Last week
Michigan Sugar- Rick
Successes
NY Creates- Andrew
USCG- Rick
CES- Zack
CES- Zack
Numbers
Weekly Dash
120K
Outreach Dash
Outreach Dash
Pipeline Dash
Clari
Pipeline
Pipeline
Clean up last quarter opps
Activity
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