Now In Our HubSpot: Meeting Assistant

What is it?

The latest Meeting Assistant in the Prospecting Workspace leverages cutting-edge AI technology to revolutionize the way sales representatives approach meeting preparation and follow-up tasks. By seamlessly integrating with CRM data and the sales pipeline, this innovative tool streamlines the entire process, allowing reps to focus on building meaningful relationships and driving sales success. With the Meeting Assistant by their side, sales professionals can now save valuable time and energy, empowering them to stay ahead of the game in today's competitive business landscape.

Why does it matter?

Having a well-prepared meeting can significantly influence the outcome of the sales process, but the task of getting ready can sometimes be daunting and time-consuming. It's essential for sales representatives to have all the necessary information and tools at their disposal to make a lasting impression and drive successful results. With the Meeting Assistant in the Prospecting Workspace, sales professionals can now approach meetings with confidence, knowing that they have the support and resources needed to make a meaningful impact on their prospects.

Effective follow-up is often the key to turning a promising lead into a loyal customer. However, the process can be overwhelming, with numerous action items to track and follow through on. The Meeting Assistant in the Prospecting Workspace simplifies this crucial step by providing sales representatives with a comprehensive overview of their meetings, including detailed attendee information and suggested activities. With our ChatSpot integration, reps can easily reach out to attendees who have not yet accepted the meeting invite, reducing the risk of no-shows and ensuring that every interaction counts. Additionally, meeting insights offer valuable summaries of past interactions, highlighting key details such as previous calls, emails, and notes. This not only helps reps stay informed about leads' history with the company but also identifies potential pain points and opportunities for further engagement. In essence, the Meeting Assistant empowers sales professionals to streamline their follow-up process, ultimately leading to stronger relationships and increased sales success.

Introducing the HubSpot Meeting Assistant, a game-changing tool that leverages the power of AI and integrates seamlessly with our CRM data and sales pipeline. This cutting-edge assistant is designed to revolutionize the way sales reps approach meeting preparation and follow-up tasks. By providing valuable insights, recommended actions, and detailed attendee information, the Meeting Assistant empowers sales professionals to make a lasting impact on their prospects and drive successful outcomes. With its innovative features and user-friendly interface, this tool is a must-have for sales teams looking to stay ahead in today's competitive business landscape.

How does it work?

Navigate to Prospecting Workspace > 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 begin follow-up activities

Delving into a meeting reveals in-depth attendee information, enabling the sales representative to confidently familiarize themselves with the individuals they will be meeting with.

Additionally, the Meeting Assistant goes above and beyond by providing suggested activities that recommend specific preparation steps tailored to each meeting. This includes surfacing relevant research to help you engage in meaningful conversations with the individuals you are about to meet. Moreover, the Meeting Assistant displays detailed information on the attendees, offering a comprehensive summary of their records in your CRM, insights into their current tech stack, and a snapshot of any recent engagements they have had with your company. This level of detail equips sales representatives with the knowledge and tools they need to make a strong impression and build rapport with their prospects during meetings. With the Meeting Assistant by their side, sales professionals can confidently navigate their interactions and drive successful outcomes.

Now with ChatSpot already built into our HubSpot, you can do even more!

In addition to providing valuable insights and detailed attendee information, the Meeting Assistant also offers a unique feature called Shortcuts. With Shortcuts, sales representatives can quickly and seamlessly connect with attendees who have not yet accepted the meeting invite. This proactive approach helps reduce the chances of no-shows and ensures that every meeting opportunity is maximized. By utilizing Shortcuts, sales professionals can efficiently follow up with prospects and maintain a high level of engagement, ultimately leading to stronger relationships and increased sales success.

Meeting insights offer a comprehensive overview of previous interactions, including calls, emails, and notes. This not only keeps you informed about past engagements with leads but also identifies any current pain points and opportunities for your sales rep and company to explore further.

The Meeting Assistant goes above and beyond by proactively highlighting any necessary follow-up tasks post-meeting. It not only provides suggestions to log detailed notes but also offers personalized recommendations on sending a follow-up email to ensure that the engagement is fully concluded. This proactive approach ensures that no potential opportunity or action item falls through the cracks, empowering sales representatives to stay organized and on top of their follow-up tasks. By leveraging AI technology, the Meeting Assistant streamlines the entire follow-up process, making it easier for sales professionals to nurture relationships and drive successful outcomes. With these personalized recommendations and reminders, sales reps can confidently navigate their post-meeting activities and maximize the impact of their interactions with prospects.

For portals utilizing HubSpot Calling with transcriptions/recording capabilities, the Meeting Assistant showcases a concise summary of the call. It also offers the convenience of utilizing AI content generation to promptly send a follow-up email customized to your recent discussion. This advanced feature not only saves time for sales representatives but also ensures that follow-up communication is personalized and relevant. By leveraging AI technology to analyze call transcripts and generate email content, the Meeting Assistant empowers sales professionals to maintain a consistent and engaging dialogue with prospects. This seamless integration of call summaries and automated email generation further enhances the efficiency and effectiveness of the follow-up process, ultimately leading to stronger relationships and increased sales success.