Meetings allow Teams to plan key engagements with internal and external stakeholders to advance the agenda with a Key Account.  This is an optional feature that requires your Valkre Admins to activate.

Within a Meeting, expect standard fields such as Name, Description, Confidential, Meeting Date, Owner, Type, and Status.   Meetings will also have fields to help prepare and document the results of the Meeting with fields such as Purpose, Desired Outcome, Decisions Made, and Next Steps.

Meeting owners can specify who attended the Meeting, attach Files or Links used during the meeting, and provide additional detail using the News & Insights feature.  

Meeting Notes can be printed to PDF or PPT using the Actions Menu.

Add Internal Attendees

To add your Internal Attendees, click on + sign and a 'Add Team Member' Popup will appear.  To simplify this experience, the User List shown will default to the Users mapped to the Customer that is being worked on.  If you would like to expand the Search, you can uncheck the 'Team Only' filter. 

Access

A Meetings 'Widget' is available to be added to the Summary of an Account as desired.  This widget will show any Meetings within 90 Days of the current date: in the past or in the future.  Users can click on the 'Meetings' label to manage all Meetings or click on a Meeting to go straight to the details.

If turned on, you can place your Meetings feature under any of the processes you customize (for example, Team Alignment).

Meetings are also available in the Full Feature Navigation under Team Alignment

Relationships

Meetings can be associated to Customer Stakeholders, Customer Goals, Mutual Objectives and/or Initiatives.  When reviewing these objects, a list of all Meetings associated to it will appear.  For example, a list of all Meetings with a Key Stakeholder will be shown on the Meetings Object.

Activity

When Meetings are created or the Status is updated, an Activity record will be logged in Valkre.  This will result in Notifications to the Account Team.

Customization

Valkre Admins can configure the Meeting Labels and Meeting Types in a dedicated Valkre Settings Screen.

Classifications

Admins can now add custom picklists to Meetings with Meeting Classifications.

Set up works the same as other Classifications...first add under Settings->Customers->Classifications.  then map the Classifications to the Customer Type as desired.

Meeting Reports

Meetings Report grants visibility to the Meeting Activity occurring in Valkre.   

Meeting Governance Report

The Meeting Governance report looks at the last time a Meeting occurred with a Customer.  Filters can be applied to see the last time a particular type of Meeting occurred as well.