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
Sales
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
Reads
- Your calendar
- Salesforce
- Account news
- Support tickets
- Competitor prices
- Email threads
HastingsAgents do the work
Delivers to
- Outlook or Gmail
- SharePoint or Google Drive
Your team
Reviews, edits and sends.
When it runs
Every working day
What it reads
CRM, email, calendar and news on your accounts
Where it lands
Outlook or Gmail, plus SharePoint or Google Drive
Why it matters
Every salesperson starts the day knowing what matters.
In the film
From the signal to the finished work.
- 0:00A salesperson has two customer meetings today.
- 0:04Hastings checks the calendar, the accounts and the news.
- 0:09The day is laid out in the inbox.
- 0:13Each meeting has a brief.
- 0:17Where the account stands, what changed, and what to ask for.
- 0:24The salesperson walks into the meeting prepared.
- 0:31Each person’s day, ready before they start.
Morning briefing runs in every plan. Start with it and one more job in a 90-day pilot.
See pricingMore in sales
All use cases →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
On request
Presentation builder
A customer deck built from the account’s figures, in your template.
Teams or SlackPowerPoint or Google Slides
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.