HubSpot’s new Meeting Assistant within the Sales Workspace streamlines your meeting management process, helping you prepare more effectively, follow up efficiently and ultimately close more deals.
Key Features
ChatSpot:
Engage with prospects in real-time before, during and after meetings.
AI-Powered Content Generation:
Create personalized emails, meeting agendas and social media posts.
Automated Reminders:
Never forget to follow up on important leads.
Integration with HubSpot CRM:
Access a wealth of customer data and insights.
Why It Matters
Enhanced Preparation:
- Gain a deeper understanding of your prospects with detailed company information, CRM history and recent engagement.
- Prepare more effectively with suggested activities and relevant research.
- Reduce stress and anxiety associated with unprepared meetings.
Streamlined Follow-Up:
- Never forget to follow up on important leads with automated reminders.
- Use AI-powered content generation to save time and create personalized messages.
- Increase your chances of closing deals by maintaining consistent communication.
Increased Efficiency:
- Spend less time on administrative tasks and more time building relationships.
- Focus on what truly matters: closing deals and achieving your sales goals.
- Improve overall sales productivity and effectiveness.
Improved Customer Experience:
- Demonstrate a high level of professionalism and preparedness.
- Build stronger relationships with your prospects by showing you care about their needs.
- Foster trust and loyalty, leading to long-term customer satisfaction.
How It Works
Navigate to Sales Workspaces > Schedule tab.
From here, you can...
- Click on an upcoming meeting to prepare for it, or
- Click on a past meeting to log meeting outcomes and initiate follow-up tasks
Suggested activities provide preparation tips, highlight relevant research for your upcoming conversation and display information about the individual(s) you are meeting with, including a summary of their records in your CRM, their current tech stack and any recent interactions.
The meeting assistant additionally identifies any necessary follow-up actions post-meeting, such as suggesting the logging of notes and sending a follow-up email to finalize the engagement.
Meeting Assistant will display a call summary for portals utilizing HubSpot Calling with transcriptions and recordings enabled. Additionally, it offers the convenience of AI-generated content to swiftly send a follow-up email customized to your recent discussion.
Who Gets It?
Sales Pro and Sales Enterprise.
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