Valuable Sales Meeting Topics And Agendas For Your Next Team Meet

While coaching sales managers in our business growth training, we often encounter questions about weekly sales meetings, like:

• Once you have a weekly sales meeting, what you should have on your regular sales meeting agenda?
• What is useful to your sales reps or what is useful to us as a sales manager?

Well, even though these are pertinent and important questions, nevertheless they seldom find enough attention.
Speaking frankly, managers in sales can get a bad rap when managers are not using their meetings constructively.
Now before we can dive into the solutions, primarily let us talk about what must be avoided.
This is because as one of the prominent vendors of CRM for small and medium businesses we know sales meetings can earn a bad reputation when they are used as an opportunity or rather an alibi to scrutinize the sales team or even worse beat-up on the sales reps where they are deficient.
Now, it is important to note at the very onset that a sales meeting should not be utilized as a replacement for reviewing a report, or performing a one-to-one, things that should be handled separately to address crucial difficulties and issues in a more personal and sensitive manner.
Therefore even before we discuss sales meeting topics that can make the meetings productive and successful, let us find a different approach to the sales meetings which is to first think about your sales team.
Hence any sales meeting should be conducted to improve the performance of your sales reps, motivate your team, and solve their problems for finding revenue growth.
That being said here are eight sales meeting topics and agenda items that we as vendors of easy to use CRM recommend to the readers of this blog:

1. Discuss and highlight successes and wins

Always start a sales meeting with positivity. It is a rule you must set since it makes every meeting more productive at the end of the day.
Hence have your sales meeting share a recent win or triumph to kick-off the discussion.
Think along the lines of discovering a big insight, closing a big deal, percentage towards a target to be achieved, or a similar line of thoughts that need subsequent actions.

2. Find pipeline updates

Go around your floor and find a pulse check on what each of your sales team member’s pipeline sits, in their easy to use CRM software tools which will provide you with a means to identify your each sales reps individually and also collect the results as a team when you as a manager need to jump in for support.
Doing this exercise will also provide you with information you require to prioritize, and your sales team’s activities for the following weeks.

3. Evaluate obstacles and roadblocks

It is a natural segue, while starting with pipeline updates of your sales team, try to find out where there might be hurdles and roadblocks.
For this try to evaluate if your team is being held up by you or other departments in your organization.
Find out what in the coming week might get in the way of hitting your pre-estimated targets.
It is highly advised that you as a sales manager must think beyond just internal hurdles and also other obstacles. For example, people out of the office that week, holidays, travel plans, etc.

4. Prospect/lead feedback

Remember your sales reps are the front line when it comes to receiving any feedback from the market about your business. Therefore, make hearing to this feedbacks a priority in every meeting as it is just another most important sales meeting topic that should be kept in your mind.
Ask for what feedbacks your sales team members are hearing about your business and if you are using a business growth technology like a business CRM tool make sure to document it.

5. Update metrics

Irrespective of whether it is your responsibility or not, ensure that all sales metrics are covered in every meeting as these key metrics are easy to find once your business uses a sales CRM tool, which includes:

• Close rate
• Net-new revenue
• Upsell rate
• Length of the sales cycle
• Length of each pipeline stage
• Customer acquisition cost (CAC)
• Customer lifetime value (CLTV)
• Revenue generated by campaign…and more.

Find out with these metrics how your team is tracking towards their weekly, monthly, quarterly targets, and goals.
Never call out individual performances in an open meeting but save it for addressing that in your one-to-one meets, but nevertheless provide your team, an idea of the numbers you are at, and where they should be.

6. Conduct housekeeping

As a business leader or a manager, you will possess insights into many parts of the business that your sales teams might not even know. Conduct housekeeping, which is an opportunity to distribute knowledge and information. Keep your team abreast with product updates, changes in business strategies, updates on marketing campaigns, or anything else that might come up.

7. Find competitor updates

For any sales team keeping an eye on the pulse of the competitors in the market is a huge opportunity to learn and grow and carve out a place for themselves in the marketplace.
Hence have your team come up with something they have spotted or learned new about the competitors in each meeting, which will help you to understand your competition’s USPs, business strategies, pricing, and more.

8. Pitch round table

Keep aside 10 min of your meeting for one person in your sales team to present a sales pitch, or for the entire team to share their 60 seconds pitch.
Then go around the table to collect feedback and ideas. Find out if there is any inconsistency in the pitches or there is an opportunity to refine the pitch.

Conclusion

Every sales meeting will have their sales meeting topics and agendas depending on the structure and size of the business, but as one who provides business growth training, we can say that sales meetings that address these above points will result in uber-successful and productive meetings that will bring business growth.