How to Organize your Sales Meeting?

by | Jun 29, 2022 | Virtual Selling | 0 comments

Sales meetings are an essential part of a successful sales team. They provide an opportunity for attendees to discuss the progress of their sales efforts and strategies and identify any potential problems in the sales process. If you want to make the most out of these meetings, organizing them in a way that allows everyone to participate is crucial.

Meetings are an essential part of any sales process. They allow sales representatives to get to know their customers, identify potential sales opportunities, and develop a plan of action. Sales meetings should be structured to enable representatives to share information, create a common understanding, and make decisions.

When planning a sales meeting, it is vital to keep the meeting on track and ensure that all attendees clearly understand what is being discussed. There are several ways to organize a sales meeting, and the approach that works best for your company depends on the type of salesperson and the products or services you offer to customers. It’s imperative that your sales meeting should give your team value.

In this article, we’ll show you in step-by-step how to organize your sales meetings.

What is a sales meeting?

A sales meeting is a time when members of a sales team can come together to discuss their progress and strategies for the day, week, or month. In this meeting type, sales leaders can ask questions about the deal your sales reps are pursuing.

Tracking progress on the outreach during a sales meeting will bring about a sense of urgency in contacting the potential clients. With the Google Sheets template, you’ll be able to get the exact data to track.

Sales meetings also allow sales team members to build relationships with one another. The meeting attendees may include the sales team leader, managers, and other employees who support the sales team.

Sales meetings usually have an agenda that includes updates on deals in progress, forecasting, and discussing face-to-face with customers. The sessions typically last no more than an hour and you can hold it once or twice daily.

Why is a sales meeting important?

A sales meeting is an important event for a company’s sales team. The meeting allows team members to come together and discuss the progress of their sales goals and the strategies they will use to achieve them. Additionally, meeting attendees can share face-to-face or virtual updates on any new leads or opportunities they may have discovered. This develops into an opportunity for the sales manager to provide feedback and coaching to team members based on their performances.

Finally, a sales meeting agenda should always include time for open discussion so that team members can offer suggestions and voice any concerns they may have. It helps build trust and relationships essential for a successful sales team.

After looking at what a sales meeting is and why you should organize one, let’s move to the steps to take when organizing your weekly sales meeting.

Step in organizing your weekly sales meeting

Here are a few steps to consider before you organize your sales meeting to ensure proper organization of the meeting:

Step ♯1: Set an objective

The first step in organizing your weekly sales meeting is to set clear objectives. It’ll help you keep your sales meeting short and full of focus. It’s important to note that you’re asking your team members for their precious time. You must respect that and acknowledge that by going straight to the point.

The purpose of your sales meeting can vary and include the following:
Updating everyone about any progress
Reviewing project plans
Setting and monitoring KPIs
Resolving issues and tackling challenges

Before each meeting, you should outline your goals and share them with your team members to get everyone on the same page while the meeting eventually starts. Usually, a sales meeting will have a single goal with many objectives. However, if you can tackle less than three objectives during a sales team meeting, you’ll be able to reliably and consistently conduct effective team meetings.

Step ♯2: Share the agenda

Now that you set the goals, the next step is to share the meeting agenda with your team members. It’s the heartbeat of any productive sales meeting. Sales managers already know the importance of a concise and well-planned sales meeting agenda to run sales meetings effectively. Thus, they need to share it with meeting attendees ahead of time.

By doing so, the meeting attendees will be better prepared and more inclined to engage in meaningful discussions. When you provide the day’s schedule in the calendar invite for a meeting, sales reps will have time to research and come up with ideas and relevant questions. It’ll also ensure greater team participation because representatives interact throughout the meeting.

Your meeting agenda can be on items such as the celebration of big wins, updates on the pipeline, uncovering obstacles, sharing prospect insights, diving into the metrics, sharing organizational information, and analyzing local competitors. Most importantly, it should be about things relevant to your industry or organization to ensure consistency throughout the meeting.

Step ♯3: Create meeting norms and establish expectations

After sharing the day’s schedule with meeting attendees, the next step is to have a set of agreed-upon meeting rules and expectations. This will help ensure higher engagement during the meeting.

If you have a large team, it’ll be best to ensure your meeting norms show the meeting attendees’ roles and responsibilities. There should also be consistency in the meeting schedule. You can do this by guaranteeing recurring meetings fall on the same day of the week and time of the day. It’ll help build a rhythm that sets expectations for your team members.

Step ♯4: Facilitate the conversation to stay on track

Imagine attending meetings that go off the rails a bit or where team members didn’t follow the schedule. It’ll be chaotic and unproductive. You can avoid this type of unpleasant experience by having a facilitator that’ll oversee your meetings. It’ll help sales reps remain focused and discuss the action items on the meeting agenda as planned.

In a situation where one of the team members raises a vital topic, you can address it if it’s related to the meeting agenda. However, there should be a time limit for such discussions so that you can resume back to the core points of the meeting quickly.

If you couldn’t cover all the action items on the meeting agenda, you can either continue from there in your subsequent sales meetings or address them via email. With that, sales managers can show maximum respect for their team members’ schedules.

Step ♯5: Have reps provide relevant data before the meeting

If your meeting agenda entails information that requires sales reps to prepare or present it, you should have a process to gather such information before the meeting.

Sales managers can provide a standard deck where sales reps will update their information a day before the meeting. By sharing it, you’ll have the materials you need beforehand. It’ll also prevent a situation where you’ll waste time searching for files or data during the weekly sales meeting.

Step ♯6: Share action items and next steps

Cheers! You have achieved your goal of running an efficient weekly sales meeting. However, it doesn’t end there. You should always end a sales meeting with an action plan.

Your weekly sales meeting is productive whenever your sales reps walk away with an achievable goal. So that in the next meeting, you can discuss whether they’ve accomplished it.

Listed below are examples of achievable goals:

  • Get the potential client to the proposal stage
  • Achieve a defined budget
  • Verify and have a chat with the decision-maker
  • You must put the above items in your next meeting agenda for continuity.

A sales meeting is integral to any organization’s sales strategy. Organizing your weekly sales meeting ensures everyone is on the same page and working towards the same goals.

As a sale manager, you should endeavor to hold a face-to-face meeting that will have all your team members on attendance whenever possible instead of relying on conference calls or other remote methods of communication. This allows everyone to interact physically for more efficient communication.

Interested in learning more about scaling your sales team while successfully maintaining your conversion rate, team motivation and engagement? At SaleDeck, we provide you with tools and resources to improve the efficiency of your sales team. 

Join the Early Adopter Program today to be part of a leading sales solution provider (limited spots available!), or grow your sales training business by becoming a Partner.

To track launch updates, join the waiting list or book a demo! 

Recent articles