Where does the meeting brief come from?

From your CRM, ERP reports, documents and email, plus what the other desks know, such as payments due, renewals and order status.

How does the CRM get updated?

The rep tells Salezx what happened in the meeting. Salezx updates the CRM, logs the notes, and passes items such as a renewal lead or a payment promise to the right desk. You choose which CRM fields Salezx may update.

Does Salezx run the meeting or change prices or orders?

No. The rep runs the meeting; Salezx prepares, answers questions and records.

Who is the Rep Desk for, and how much does it cost?

Sales reps, service engineers and account managers. It costs $25 per rep per month on an annual plan, billed quarterly.

Rep Desk

Every rep walks into every meeting fully prepared.

Name: Rep Desk
Brand: Salezx
Price: 25 USD

Your reps sell and serve customers. Salezx does the preparation, the digging and the updating around them.

See a meeting brief on one of your own customers

28%

of a rep’s week goes to actually selling. Most of the rest is deal management and data entry.

Source: Salesforce, State of Sales, 5th edition

The problem you already know

Before a customer meeting, your rep checks the CRM, asks finance about dues, calls dispatch about a pending order, and searches old emails for the last price offered. Half of that gets missed. After the meeting, the notes stay in their head and the CRM stays empty.

This is common. In Salesforce’s State of Sales report, reps spent just 28% of their week actually selling. Most of the rest went to deal management and data entry.

Around every meeting

Salezx does the preparation before, the answers during, and the updating after.

Before the meeting
01
A meeting brief before every customer meeting
Pulled from your CRM, ERP reports, documents and email. It covers recent orders and order status, pending payments, service contracts due, machines with no contract, past quotes and the last discount offered, and open issues.
During the meeting
02
Answers during the meeting.
The rep asks a question on Teams, such as stock of a past order, last price or contract end date, and gets the answer from your own data.
After the meeting
03
Updates after the meeting, in one step.
The rep tells Salezx what happened. Salezx updates the CRM, logs the notes, and passes items to the right desk, such as a renewal lead or a payment promise.

Any time

Quick checks with internal teams.
If a customer asks about a pending order, Salezx can check with dispatch on Teams and come back with the answer.
Plain-English questions about the CRM.
For example: “Which of my customers haven’t ordered in 60 days?” or “Show my open opportunities closing this month.”

What it does for your business

Better meetings.
Reps arrive knowing the customer’s full picture.
More selling time.
Less searching, chasing and typing.
A CRM that stays updated
Because updating it takes seconds.
Less dependence
On one senior person who “knows everything.”
More revenue from every visit.
Due renewals, uncovered machines and pending payments come up in the conversation.
Good to know
- It works for sales reps, service engineers and account managers.
- It’s where all the other desks reach your team. Payments due, renewals and order status all show up in the meeting brief.

Your questions, answered

It prepares reps for every customer meeting and does the updating afterwards. Before the meeting, the rep gets a brief: recent orders and their status, pending payments, contracts due, machines without a contract, past quotes and the last discount offered, and open issues. During it, they can ask questions on Teams. Afterwards, one note updates the CRM and passes items to the right desk.