Every working day
Morning briefing
Each person’s day: what changed on their accounts, today’s meetings and what to do first.
Outlook or GmailSharePoint or Google Drive
Sales
CRM kept current
Stages, amounts, contacts and next steps updated in Salesforce for the owner to confirm.
Teams or SlackSalesforce or HubSpot
Reads
- Teams meeting
- Outlook email
- Calendar
- Meeting notes
- Email signatures
- Salesforce
HastingsAgents do the work
Delivers to
- Teams or Slack
- Salesforce or HubSpot
Your team
Reviews, edits and sends.
When it runs
After every meeting
What it reads
Email, calendar, Teams meetings and meeting notes
Where it lands
Teams or Slack, plus Salesforce or HubSpot
Why it matters
The CRM investment pays off.
In the film
From the signal to the finished work.
- 0:00A customer call with the snack maker ends.
- 0:04Hastings reads the meeting, the emails and the calendar.
- 0:09Six updates from one customer call.
- 0:12Stage, amount, dates, contacts and the next step.
- 0:16Each update shows where it came from.
- 0:24The salesperson confirms, and the CRM is current.
- 0:31A CRM kept current after every meeting.
CRM kept current runs in every plan. Start with it and one more job in a 90-day pilot.
See pricingMore in sales
All use cases →The day before each meeting
Meeting brief
One page attached to the invite: who is in the room, the history and the agenda.
Outlook or GmailSharePoint or Google Drive
On every competitor move
Battlecards
One card per competitor: where they win, where you win, and what to say.
Teams or SlackSharePoint or Google Drive
Start
Request a working sessionSee it running on your own company.
In a working session we build a sample on your company from public data.
The film shows an illustrative company. Company, roles and figures are fictional.