After every meeting
CRM kept current
Stages, amounts, contacts and next steps updated in Salesforce for the owner to confirm.
Teams or SlackSalesforce or HubSpot
Sales
Monday pipeline review
What moved, what stalled, and a next step for every stalled deal.
Outlook or GmailTeams or Slack
Reads
- Salesforce
- Email activity
- Calendars
- Meeting notes
- Quotes sent
- Order book
HastingsAgents do the work
Delivers to
- Outlook or Gmail
- Teams or Slack
Your team
Reviews, edits and sends.
When it runs
Every Monday
What it reads
Salesforce, email activity, calendars and quotes sent
Where it lands
Outlook or Gmail, plus Teams or Slack
Why it matters
The pipeline meeting takes minutes.
In the film
From the signal to the finished work.
- 0:00The weekly pipeline meeting is at 09:00.
- 0:04Hastings reads the pipeline and every email behind it.
- 0:09What moved, what stalled, and what was won this week.
- 0:13Seven stalled deals, each with a next step.
- 0:17Each salesperson gets their own list.
- 0:24The pipeline meeting takes minutes.
- 0:31The pipeline meeting in minutes.
Monday pipeline review runs in every plan. Start with it and one more job in a 90-day pilot.
See pricingMore in sales
All use cases →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
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
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.