Prepare for meeting feature

As a sales representative or a sales manager, use the Prepare for meeting capability to benefit from proactive business insights and access key account intelligence quickly. By using actionable data about a meeting, you are well prepared for every meeting and make decisions faster.

Using the Prepare for a meeting capability in Pega Sales Automation™, your team can enhance their meeting preparation with AI-generated on-demand briefings.

Start by creating an appointment. You can also benefit from this capability when using the Outlook integration, synching Sales Automation with the Outlook calendar of the sales representatives.

You need to enter a Subject, Location, Duration, and a Starts time for the appointment.

If there is an agenda, you can add it as an Attachment.

When adding External attendees to the meeting, you can select contacts from open opportunities.

Next, add the Related opportunities for the meeting.

Click Create to send the meeting invite.

When the appointment is created, the review screen is displayed.

On the left, the appointment details are displayed, such as location, organization, related leads, and the products to discuss.

On the right, the Meeting Insights, Attendees, Files & documents, Sales Navigator, Organizational news, and other details are displayed.

On the left, click Agenda & previous notes to view whether an agenda exists.

The next best action Create agenda is displayed if the appointment has no agenda.

If you add an agenda and refresh the screen, the next best action Create agenda is completed and removed.

Previous meeting notes displays notes from previous meetings with this organization.

The Knowledge management tab contains the Competitor battle card and KM articles that are suggested for this lead or opportunity.

The Sales navigator tab contains the LinkedIn Sales Navigator for all attendees.

The Opportunities tab contains all Open opportunities and Selling history for the organization.

If there are any service cases open with the organization, the cases are listed on the Service cases tab.

Observe the Meeting Insights on the right.

The Meeting Insights provides a list of important points to be aware of for the meeting. For example, the list might contain cross-sell or up-sell options, important points from previous meetings, or wins and losses to reviewed.

Click View briefing to get all appointment information for downloading or printing.

It is possible to add Talking points to refer to during the meeting.

The meeting insights are categorized into three groups in the briefing document.

The points under Conversation starter are suggestions for opening the meeting.

For your reference are items that the sales representative needs to be aware of.

Potential challenges are points that might come up for discussion in the meeting. The sales representative needs to be prepared to tackle these points.

The meeting insights are followed by the Organization news, then the Strategy, Open opportunities, Selling history, and finally the open Services cases.

Click Download to create a .pdf file that users can store locally. Sales representative can refer to the file without having the Sales Automation application open.

If the sales representative uses the mobile app, a push notification is displayed when the meeting is 24 hours away.

Clicking on the notifications takes the sales representative to the meeting review screen.

Clicking View briefing allows the sales representative to read the whole briefing without opening the desktop application.

The system sends emails to internal attendees with the briefing document as a .pdf file attachment 24 hours before the meeting starts.