Webinar: Insight into Sales Meetings Done Smarter: Meeting Notes with Microsoft Teams and OneNote
Last week our senior consultant Sasja Beerendonk held a webinar Insight into Sales Meetings Done Smarter: Meeting Notes with Microsoft Teams and OneNote
The workshop was focused on insights into how to do sales meetings smarter sharing the real-life experience of an international Silverside customer Omron Healthcare. She presented the concrete methodology used to help the customer achieve what they needed regarding sales meetings.
Silverside philosophy teaches that first, you should learn how to use in the best way the tools you already have to work smarter. However, sometimes, from Silverside working practice we see that this is one of the most challenging actions for users in a process of changing the way of working.
In the specific case of Omron Healthcare, an international client spread out across EMEA, the sales organization wanted better insights from meetings held with large customers or resellers of their products.
They needed more alignment between the regions and countries sales meetings. The current practice meant each regional or even sub-regional team had their own way of working, with many different forms of meeting notes taking, in many different formats (Word, Excel, paper-based, or other forms), and in many locations (laptop hard drives, shared network drives). Consequently, there was no single place to be able to find all sales meeting notes.
The solution? Using OneNote notebooks in each channel in Microsoft Teams where salespeople share their meeting notes for that region. Subsequently, each regional notebook is set up, with section groups, sections, and pages.
By watching this webinar, you will be able to learn practical Office 365 Client Use Case and specifically, centralizing sales meeting notes with Teams and OneNote.
Moreover, you will know more about how to design the Team channels and tabs, structure the OneNote notebook with specific access rights for section groups and using page templates. Lastly, another key benefit that this webinar offers is concrete information on how salespeople went through training, and what typical current behaviour was though to tackle.