The Best Sales Team Meeting Ever: How to Make it Happen

We've all been there. You're in a weekly sales meeting and things are just dragging. No one seems to be interested in what's being discussed. Maybe people are checking their phones or surfing the internet. Maybe they're just doodling in their notebooks. Whatever the case may be, it's not an effective use of everyone's time. But it doesn't have to be this way! With proper planning and enough effort, you can make your next team gathering productive and truly memorable. Here's how.

The Best Sales Team Meeting Ever: How to Make it Happen

Introduction: Why do you need to meet?

In today's fast-paced business world, it's easy to get caught up in the day-to-day routine and forget about the importance of team meetings. But as any good entrepreneur knows, regular gatherings are essential for keeping everyone on the same page and moving forward together. Besides, even science proves that regular get-togethers are vital for our mental health and well-being. Humans are created with a need to socialize. Without communication, we feel lonely and isolated, especially when working from home and not seeing our team members.

When it comes to staff meetings, especially remote ones, being part of them is extremely important for any employee. It's a great possibility for colleagues to get connected, share information, coordinate their work, and just talk to each other.

Defining the "Best" sales team meetup

There's no question that sales meetings are essential for keeping your team in the loop and focused on achieving their goals. But what makes a fruitful sales meeting? Is it the content of the session itself, the people in attendance, or the way the discussion goes?

The answer is all of the above. A successful sales meeting is well-planned, with a precise agenda and clear objectives. It's also one that is well-attended, with people who are engaged and ready to contribute. And lastly, it's a meeting that runs efficiently, with plenty of time for discussion and debate.

Let's have a closer look at some of these key criteria.

Must-have #1: clear purpose

To arrange a productive sales meeting, it's important to have a clear purpose for the event. Without a purpose, it can be difficult to keep everyone on track and focused. It's also difficult to know what kind of content to include. However, if you have a clear goal for your sales meeting, everything else will fall into place.

Your meeting purpose should be specific, measurable, achievable, relevant, and time-bound. In other words, it should be something you can realistically accomplish within the timeframe of your appointment. Once you have a certain goal, you can begin planning the rest of your meeting.

Must-have #2: Appropriate structure, clear organization

When you, as a sales manager, are planning a weekly meeting, it's important to have a proper structure and organization. This will ensure your meeting is productive and goes smoothly. Here are a few tips on how you can structure such an event:

- First, start with an icebreaker. This will help everyone get to know each other and break the ice.

- Next, have a brief introduction. This is where you'll give an overview of the sales meeting agenda and purpose.

- Then, move on to the main event. This is where you will talk about the company's recent successes or new products.

- After the main event, it's time for Q&A. This is where you will answer any questions from your dealing team.

- Finally, wrap up the meeting with a thank you. This is your chance to thank everyone for coming and participating in the discussion.

Must-have #3: Interactive environment with opportunities for salespeople to share their ideas

When it comes to sales meetings, you need to focus on the combination of the following two factors: interactivity and the opportunity to share ideas.

Interactivity is key to keeping your sales team engaged. If they're just sitting and listening to a presentation, they're likely to tune out. But if they're actively involved in the discussion, they're more likely to stay engaged and remember what was discussed.

Giving your sales team the opportunity to share their ideas is also important. This allows them to feel like they're a part of the process and that their input is valued. It also allows you to get new and different perspectives on your sales strategy.

Must-have #4: Focus on the future, no dwelling on past performance

Another important point in holding a great sales meeting: focus on the future. It's easy to get bogged down in the past - analyzing what went wrong, why the deal fell through, etc. But if you want your sales team members to be successful, you need to keep the focus on the future.

What does that mean, exactly? Well, for one thing, it means setting goals for the future and making sure all sales reps are on the same wavelength. It also means looking for opportunities and brainstorming ways to improve the sales process. And finally, it means staying positive and motivated, even when things get tough.

If you can keep the focus on the future, you'll be well on your way to success.

Making it happen: essential ingredients

The process of setting and achieving goals begins with a single step: a sales team meeting. By gathering together the entire team, sales leaders can check in with everyone on their progress, give them updates on new products or changes in policy, answer any questions they might have, set new goals, and develop a plan to meet those goals. If done correctly, a sales team meeting can be the start of a journey to greatness.

Here are the ingredients you need to add to ensure that your meeting is productive, motivating, and successful.

The agenda: What to cover in your meeting

If you're in charge of leading a sales team appointment, you might be wondering what topics to cover. Well, wonder no more! Here is a helpful list of potential topics to include in your next sales team meeting agenda, ranging from product knowledge to pipeline reviews and role-playing exercises.

  • Product knowledge

Make sure your employees are up-to-date on the latest features of your product or service. This will help them sell more effectively and answer customer questions much faster.

  • Pipeline review

Go over the deals in your team's sales pipeline and identify those that are at risk of falling through. This is a good opportunity for coaching and giving your team members some guidance.

  • Role-playing exercises

Practice makes perfect! Suggest that your team members role-play various sales scenarios. This will help them be better prepared for real-life situations and dealing with different types of customers.

The setting: Where to gather everyone

The next step in planning a sales team meeting is to choose the right setting. It should be conducive to productive discussion and provide the amenities that attendees need to feel comfortable. There are two possible options to arrange such an event: in the office or online.

In-office selling meetings

When meeting in reality, choose a place that is comfortable for everyone, has enough space for guests to spread out, and is close to food and drink options. The room should have the necessary amenities for all attendees, including chairs, tables, a whiteboard, and a projector. Also, make sure the location is accessible for every sales rep.

Once you've decided on a location, you'll need to book it in advance and send out invitations to all attendees.

Remote selling meetings

If the first option seems overcomplicated for you, there is a much better way to gather sales teams - an online video conference. By bringing everyone together virtually, you can eliminate the need for travel and save everyone time and money. Plus, with today's technology, it's easier than ever to host a high-quality video meeting.

If you want to build a remote trading group and give remote selling meetings a try, here are a few tips to help you get started:

1) Choose a video conferencing platform. There are dozens of powerful services to use, starting from famous Zoom, or Skype, and ending with young, smart, and promising Whoosh. Even if you're going to host an important online event with superiors and need powerful virtual board meeting software, these options will become a perfect solution. Just do some research to find the one that's right for you and your team.

2) Make sure everyone has the necessary equipment. Most people have everything they need to participate in a video call right in their own homes or offices. But if not, you may need to supply them with the necessary stuff, like powerful laptops, web cameras, or headphones.

3) Choose a meeting time and send out invitations to your sales reps. Be sure to include instructions on how to join the meeting. By the way, Whoosh has an AI-powered scheduling assistant that helps you plan your appointments, taking into account differences in business hours and time zones.

4) Take some time to prepare. Finally, when it's time for the meeting, be sure to review the agenda, dress professionally, and check your equipment.

The participants: Who should attend

Having the right people in the room is critical to the success of any meeting - and this is especially true for sales meetings. After all, the sales team is responsible for generating revenue for the company, so it's important to make sure they have all the information and support they need to be successful.

But who exactly should attend a sales team meeting? It depends on the size of your team, the topic of the session, and its format. However, there are a few general guidelines you can follow to ensure that everyone who should be there is in attendance:

- If the meeting is for your entire team, make sure everyone is invited.

- If the meeting is for a specific sub-group of your team, only invite those people.

- Must-have people: sales team manager, sales operations manager, marketing manager, product manager.

These are just a few of the essential team members who should be present at a sales team meeting. Of course, every business is different, so you may need to add or remove people from the final list based on your company's specific needs.

The format: How to structure your meeting

Another crucial step in arranging an effective meeting is to structure it in a way that allows everyone to focus and stay productive. Here is just one of the possible formats that work:

  1. Start with a quick review of recent wins and losses. This helps everyone stay focused on the goal and keeps the team morale high.
  2. Give each team member a chance to update the group on their current pipeline. This allows employees to see what everyone else is working on and where they might be able to help.
  3. Dedicate time to teaching and skill development. This is essential for keeping your team sharp and ensuring that they are always learning and growing.
  4. End with a brief Q&A session. This allows team members to ask any questions they might have and get clarification on anything they're unsure about.

Important note: Keep your meetings short, so you don't let your team get burned out. By the way, Slack provides a handy guide to the ideal length of a virtual gathering.

The records: notes, minutes, cloud recordings

The best sales team meeting ever includes great note-taking, informative minutes, and recordings of the event that are kept securely on cloud storage. This ensures every sales team member can see what was discussed, what needs to be done, and what the next steps are. But what type of meeting recordings to choose?

  • Notes

The quickest and easiest way to capture the important points of a meeting. However, they can be difficult to read back later and may not capture all the details of the discussion.

  • Minutes

A more formal way of recording a meeting. They are typically more detailed than notes, but they can be time-consuming to produce.

  • Cloud recordings

The most comprehensive way to record a meeting. They capture everything that was said and can be played back at any time. However, they require a subscription to a cloud-based recording service.

By the way, if you choose to use Whoosh for your team gatherings, it allows for recording Mementos. They're innovative AI-powered cloud recordings - short meeting recaps with all the highlights of an event and a transcript (if you don't have time to watch a video). Quite handy!

The outcome: What you should achieve

Every sales team meeting should have a purpose and specific goals. Without these, the meeting can quickly become a waste of time. But what exactly should you be aiming to accomplish in sales meetings?

Here are just a few things:

- Improved communication between team members

- A better understanding of each other's strengths and weaknesses

- A clearer understanding of the company's sales process

- A discussion of recent successes and failures

- Improved motivation among team members

- An identification of any obstacles to success

- A commitment from each team member to work together toward a common goal

If you can achieve even just a few of these things from your sales team gatherings, then you're on the right track. Don't let your meetings become a wasted opportunity - use them to improve your sales team and your business.

Celebrate your success!

The best sales team meeting ever doesn't just happen by chance. It takes careful planning and execution to make sure that everyone is engaged and productive. But if you can pull it off, the rewards will be well worth it. Let's go over again how to make it happen:

First, start by setting a clear agenda for the meeting. This will help everyone to know what to expect and to come prepared. Next, make sure to mix things up a bit and keep the meeting interesting. This can be anything from having a guest speaker to playing a game or two. And lastly, always make sure to end on a high note. This could be anything from sharing some great news to team-building activities.

If you follow these tips, you'll be well on your way to hosting the best sales team meeting ever.

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