Customer Meetings - Overview
Customer meetings are the core of your work as a seller. They are what pushes a deal forward. The Customer Meetings companion is an easy way to see the upcoming external meetings on your calendar.
It is a dynamic list of meetings with external stakeholders (i.e., contacts, leads, customers) on your calendar. The list is structured by date and will show, for each meeting, the main related CRM record.
Pod cross references the details of the meetings on your calendar with your CRM contact lists to identify any meetings coming up.
Access Meeting Briefs
By clicking any of the meeting cards, you will be able to click on the "Meeting Brief" button. Clicking on it will automatically open the Meeting Brief page − related to this calendar invite − in the main workspace screen.
Find more details on Meeting Briefs here.
Filters
By default, Pod will show the list of customer meetings in the next 7 days.
You can select the filter dropdown to change the timeline you are interested in: past week, past month, next month.
You can even select a custom date range to fit your needs.
When does Upcoming Customer Meetings help?
Atlas is your daily companion. Just open a new tab:
When you start your day - to tackle urgent tasks.
When you kick off the week - to prioritize important deals.
Before a meeting - to prep for a meeting and do some research.
After a meeting - to debrief and send follow-ups.
During the pipeline review with your manager
And much more...
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🤝 Want to talk to someone? Book a session with one of our specialists!