Forecast calls provide an opportunity to review progress, share insights, and make plans for the future. Leveraging hybrid meeting technology can help to drive more engagement, organize your meeting, ensuring every voice is hear while still driving a productive and efficient use of everyones time. Here are some tips on how to leverage hybrid meeting technology to drive more engagement during forecast calls:
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Build out a meeting template with MeetMoji: Use MeetMoji’s content orchestration to create a consistent template for your forecast call. This template should include an opening summary slide, your forecast spreadsheet, or even better, your live CRM data, open ended questions/brainstorming at the end, and follow up items from your last meeting. By using MeetMoji, you can stay organized while ensuring your are running an inclusive and engaging forecast call.
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Leverage Q&A: Use Q&A in MeetMoji to manage cross-talk and get to all questions efficiently. This can help to ensure that all attendees have the opportunity to share their thoughts and ideas, and that all important topics are covered.
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Use live CRM data: Share your CRM data live during the forecast call, this will allow attendees to see the progress in real-time, and ask questions on the spot.
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End with an open question: Always end your forecast call with an open question like “What did we miss?” or “What can we do better?” This will help to capture ideas for follow-up and ensure that progress is made and goals are met.
By following these tips, you can leverage hybrid meeting technology to drive more engagement during forecast calls. With the right planning and preparation, you can make your next forecast call a success.