Overview of upcoming meetings
When you login to the mobile app, you'll first see all 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. Scroll down in the meeting detail view and you'll find the recording button.
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.
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.
