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Event talking points

Signal description

This signal delivers important information prior to the meeting, ensuring that you are fully prepared with all the necessary details. It acts as a crucial reminder, for instance, to mention any applicable discounts during the call, enhancing the chances of a successful outcome

How organizations use it

As a proactive Sales Representative, your success hinges on being well-prepared and informed before the meeting. With the "Event talking points" signal, you can tailor alerts to your specific needs. For instance, you might set a prompt for meetings involving deals over $50,000. When activated, this signal provides a timely reminder, complete with essential details about the client and critical discussion points like special offers or an upcoming renewal. This ensures you enter each meeting equipped with all the necessary information, keeping you one step ahead in your sales strategy

Why organizations use it

  • Enhances Meeting Preparedness
  • Streamlines Client Engagement

Configurable parameters

  • Lead time for this reminder

How the signal looks

In Revenue Grid Action Center:

In your Teams Revenue Grid Channel:


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