Overview of upcoming meetings
When you login to the mobile app, you'll first see your sales meetings, both upcoming and past.
Sales meeting preparation
When clicking on a sales meeting, you'll see the meeting preparation that uman has created for you. It gives you an:
Overview of the account, deal and participants of the meeting as well as suggested meeting objectives based on past conversations and other insights uman gathered on the prospect.
Record in-person meetings
With the mobile app it is also possible to record in-person meetings. By clicking on 'start capturing', you can select two options:
Record meeting: The app will automatically record and transcribe your meeting and capture all the relevant insights. These insights will be used for your follow-up and to update your CRM.
Dictate notes: The app allows you to dictate your meeting notes after the meeting has taken place. These notes are then converted into insights that are automatically incorporated into your follow-up.
During the recording, you have the option to pause the recording and stop the recording once the meeting is finished.
💡 Don't forget to save the recording!
Sales meeting follow-up
After the meeting you can check the meeting follow-up that uman has generated. Just as with the browser application, you'll find suggested next steps and sales coaching insights based on the meeting transcription.
