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Meeting Automation Platform
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Scheduling. Helps me use my time much more efficiently.
Not integrated with every CRM + marketing automation tech right now
Managing team members’ schedule at events and trade shows
Understanding which trade shows are performing the best for us
Easy to use and connects me with people.
Would like an option for group meetings.
Knowing who is going to be at events for better preparations.
I like how easy the app make it for me to use; For starters, the team is very responsive to all of my needs and questions I have. I also think the foundation the team has built so far and keeps building is going to be something that keeps on getting better. It has also helped with scheduling meetings at event way easier.
I would like if it it was easier to share an attendee list easier with my team.
Some business problems I have solved with using SummitSync is that it helps me see who is going to be at an event so I can plan effectively before going to a conference. I know who and what to look for, without trying to go through a whole room and not having a set game plan. I like to be organized in my work and thoughts especially with meeting future clients and old clients as well. It has really helped me stayed prepared. My follow up meetings are also a lot more efficient as well.
With a big sales and marketing team going to events all over, SummitSync makes it easy to know what they’re doing and when.
Scheduling meetings for other people requires a few additional steps
Meeting management at events
It helps to determine who will attend an event, allowing for pre-event meetings to be scheduled.
Sales reps are enabled to set meetings in an easy to use platform, and we can then track their individual performance.
It helps the marketing prove ROI for every event, and helping us optimize our investment. It integrates with Salesforce!
They have great customer service that is always available to help.
This doesn’t integrate into other CRM systems yet.
SummitSync allows you to optimize the investment in a large event portfolio, but also track results on an individual level.
It also allows you to be more effective at events by knowing who will be there and empowering sales reps to reach out and set meetings in a very simple platform that integrates right into Salesforce.
Being able to know exactly how individual team members are performing at every trade show or conference.
No real dislikes but see huge opportunities for new features.
Sales measurement and accountability.
Understanding exactly who my team should be trying to schedule meetings with before a trade show, and help them communicate with the leads to get meetings set on their calendars.
When processing data the system can be a little slow but that’s only at the time when I created the account. It seems to have needed the processing cycles to align data.
We spend a lot of money on trade shows, but the process for communicating leads is tough. Turning trade shows from a cost center to a revenue generating machine, and one I can synchronize with other systems to prove it.
Their scheduling links make it easy to schedule meetings with prospects and they help me understand who is attending every event without having to buy an expensive sponsorship package.
The extra steps with multiple person meetings but they’re working on this.
Mostly knowing who is going to be at an event so we can set up good quality meetings before.
The best things about SummitSync? The the increased team accountability which helps me allocate internal resources more efficiently, the reduction of back and forth to schedule initial meetings (which has the additional upside of making my reps come across as way more professional and actually help build rapport to close deals), as well as the customer service & support.
Although the customer service team is great, the FAQ section and available self help are a little sparse.
Don't attend an event without this system in place!
SummitSync helps us understand what trade shows and what team members drive revenue - its a valuable tool for my team and I in maximizing growth and measuring ROI from events in a way that wasn't possible before.
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What do you like best?
Makes scheduling one-to-one sales meetings at trade shows and events easier than ever
Predicted lists of attendees help schedule meetings with the right people instead of relying on booth traffic or paid advertising
Team is very responsive to all customer service needs
Helps team prove ROI of event marketing meaning I can secure more budget for next year
Super simple on-boarding experience and integration with our Salesforce
What do you dislike?
Nothing to dislike. Was excellent all around
What problems are you solving with the product? What benefits have you realized?
Helps identify which particular people are executing at events so we keep sending them