From the course: Salesforce Sales Representative Cert Prep
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Pipeline review meetings - Salesforce Tutorial
From the course: Salesforce Sales Representative Cert Prep
Pipeline review meetings
- [Instructor] All right, the next one is going to be pipeline review meetings. So this is going to be one of the few meeting types that you'll see on the exam. I think it's pipeline review meetings, and then maybe some strategy sessions that you might see on the exam. But let's cover some pipeline review meetings. Typically, this is going to be a meeting between a manager and a sales rep to just go over the pipeline and the pipeline health of that individual sales rep. The frequency of this meeting is really going to depend on your product and your company. I've definitely seen this as a shorter one where maybe you have like a daily standup meeting where you're talking about what you're going to do that day or kind of reviewing the pipeline, and then maybe once a week or once every other week, you are going more in depth on a one-on-one basis between you as the sales rep and the manager to help work through what's on your pipeline and what they can help mentor you with. So a few key…
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