Manage customer meetings, coverage, outcomes, and team KPIs within Salesforce, with Outlook and Google calendar synchronization.

Facts verified appexchange.salesforce.comAd-free rankings
PRICINGPaid
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
Meetabl — screenshot from the Salesforce AppExchange listing

What it does

Meetabl manages meeting planning in Salesforce, including recurring meeting frequencies for customers and separate people in an organization. It records information for meetings and attendees to support agendas and objectives, and identifies over- and under-serviced customers. The vendor states that it provides insights into interactions, meeting outcomes, and performance against the competition. It synchronizes Salesforce with Outlook or Google calendars for meeting-related insights.

Key capabilities

from the Salesforce AppExchange listing

Meeting frequency planning

Sets recurring meeting frequencies for customers and different frequencies for separate people in an organization.

Meeting information capture

Captures information for each meeting or attendee to support relevant agendas and objectives.

Customer service coverage

Identifies customers who are over-serviced or under-serviced for territory reach and coverage management.

Meeting outcome insights

Provides insights into interactions, meeting outcomes, and performance against the competition.

Calendar synchronization

Synchronizes Salesforce with Outlook or Google calendars for meeting-related insights.

Use cases

  • Sales representatives can organize customer meeting schedules and prepare agendas for meetings or attendees.
  • Sales managers can examine territory reach and team performance against set KPIs.

Who it's for

Sales representatives and sales managers.

In the catalog

1,106 plugins in Salesforce Platform · Sales

Price distribution: 265 free, 166 freemium, 675 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid

More from Insightabl Apps Pty Ltd

Similar plugins in Salesforce Platform · Sales

View all 1,106 →

What the vendor says

«The benefits of using Meetabl go beyond individual sales reps and extend to the overall sales team and the business as a whole. For sales reps, setting meeting regularity gets you in front of your customers before your competitors to remain top-of-mind. Meetabl extends your sales performance by managing your meeting …»

Official marketplace listing

Publisher
Insightabl Apps Pty Ltd
Updated on marketplace
Facts verified