Demodesk Meeting Features
Training (4)
Knowledge Base
Organizes knowledge from fellow sales representatives and other experienced employees for reference.
Coaching Materials
Offers content and training for new hires within the tool.
Playbook Creation
Allows for the creation of a customized playbook that new hires can use for reference in understanding company-specific sales processes.
Video Record
Records users' practice or live pitches for future reference and improvement.
Feedback (6)
Review
Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement.
Scorecard
Provides a scorecard to display team and/or individual performance.
Coaching Card
Allows managers to utilize and snapshot scorecards to coach new hires and assign action items.
Leaderboard
Projects team sales performance publicly to reward and motivate employees.
Real-Time Updates
Updates sales data in real-time so as to help teams remain close to their goals.
Notifications
Notifies users of company-specified "danger zones" to correct behaviors and re-align sales processes in the right direction.
Pre-Meeting Tools (3)
Templates
Provides templates for various meeting types.
Scheduling
Schedules and coordinates meetings between participants.
Agenda
Creates agendas for meetings to follow.
Meeting Tools (4)
Minutes
Automatically records the minutes of a meeting, either via text or audio.
Notes
Allows participants to record notes on meeting proceedings.
Digital Workspace
Provides a malleable digital workspace for meeting participants to collaborate in.
File Sharing
Allows participants to share files or post them in a shared workspace.
Post-Meeting Tools (3)
Task Delegation
Delegates tasks based on agreed upon action points.
Participant Email
Emails meeting participants with follow up questions, minutes, etc.
Meeting Analytics
Provides data around meeting (length, agenda points covered, etc.)
Lead Facilitation (4)
Customer-facing Chatbot
Offers a chatbot to initiate and carryout inital conversations with prospects and leads.
Lead Qualification
Automatically calculates which leads are the most likely to become a customer.
Lead Follow-up
Automatically contacts all leads.
Meeting Scheduling
Utilizes natural language processing to set up meetings.
Organization (3)
Opportunity and Pipeline Management
Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.
Data Entry
Automates the entry of collected data.
Integrations / APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
Performance Analysis (2)
Coaching
Provides real-time coaching to sales representatives.
Peformance Tracking
Tracks and analyzes sales representative performance.
Sales Analysis (2)
ROI Forecasting
Measure return on investment and leverage data to predict profitability of future projects.
Sales Forecasting
Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.
Integrated Workflows (6)
Email Tracking/Automation
Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.
Calls and Voice
Based on 25 Demodesk Meeting reviews. Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls.
Other Outreach Options
Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more.
CRM Integration
Based on 27 Demodesk Meeting reviews. Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach.
Calendar
As reported in 25 Demodesk Meeting reviews. Integrates with calendar software so users can seamlessly schedule calls.
Shared Records
Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on.
Repeatability and Reportability (5)
Content Management
As reported in 24 Demodesk Meeting reviews. Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc.
Workflow Management
Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems.
Workflow Performance
Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members.
Sales Coaching and Insights
Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints.
Gamification
Provides gamifaction features to rank sales reps on performance
Call Analytics (4)
Call Recording
Records sales calls and facilitates playback
Machine Learning
Utilizes machine learning technology to analyze recorded sales calls
Call Analysis
Analyzes or facilitates the analysis of recorded and stored sales calls for insight
Lead Qualification
Leverages analytics to qualify and score calls in real time
Agent Performance Management (3)
Customer Scoring
Leverages technology to rate or "read" recordings to determine the impact of sales calls
Speech-to-Text
Transcribes sales calls from speech to text
Artificial Intelligence
Utilizes artificial intelligence technology to discover insights within recorded sales calls
Conferencing Options (3)
Group Live Chat
Provides a live chat feed during a screen sharing session.
Audio Conferencing
Allows users to communicate via audio channels. This feature was mentioned in 42 Demodesk Meeting reviews.
Video Conferencing
Based on 46 Demodesk Meeting reviews. Allows users to communicate via video channels.
Presenter Tools (4)
Live Preview
Based on 45 Demodesk Meeting reviews and verified by the G2 Product R&D team. Provides a live preview of what viewers are seeing in real-time.
Notifications Blocker
Based on 39 Demodesk Meeting reviews and verified by the G2 Product R&D team. Blocks notifications from other applications from appearing during a screen sharing session.
Remote Control
Based on 43 Demodesk Meeting reviews and verified by the G2 Product R&D team. Allows users to give audience members control of cursors or tools on the shared screen.
Switch Presenter
As reported in 29 Demodesk Meeting reviews. Allows presenters to relinguish presenter access to another user in a call.
Application Tools (3)
Password Protection
Based on 17 Demodesk Meeting reviews. Provides password protection to screen sharing sessions.
Recording
Based on 38 Demodesk Meeting reviews and verified by the G2 Product R&D team. Allows users to record screen sharing sessions for later review.
In-Browser Application
Based on 37 Demodesk Meeting reviews and verified by the G2 Product R&D team. Software is available within browsers.
Collaboration Tools (5)
Screen Sharing
Based on 38 Demodesk Meeting reviews and verified by the G2 Product R&D team. Able to share your desktop screen or an application with the rest of the conference.
Presentations
Based on 25 Demodesk Meeting reviews and verified by the G2 Product R&D team. Presenters can cue up a Powerpoint presentation or other slideshow for display in the conference.
Whiteboarding
As reported in 12 Demodesk Meeting reviews. Provides a virtual whiteboard for collaborative use.
Live Chat
Based on 23 Demodesk Meeting reviews and verified by the G2 Product R&D team. Conferences have a text chat feature.
Hand Raising
Allows conference participants to notifiy conference hosts when they want to speak. 15 reviewers of Demodesk Meeting have provided feedback on this feature.
Meeting Coordination (4)
Scheduling
Based on 38 Demodesk Meeting reviews and verified by the G2 Product R&D team. Scheduling web meetings is streamlined, intuitive, and integrated into calendar and email software.
Recording
Based on 34 Demodesk Meeting reviews and verified by the G2 Product R&D team. Conferences can be recorded for future use with native functionality.
Participant Permissions
Based on 34 Demodesk Meeting reviews and verified by the G2 Product R&D team. The ability to grant users access to conferences as moderators, presenters or participants--individually or based on user role or group.
One-Click Join
Based on 23 Demodesk Meeting reviews and verified by the G2 Product R&D team. Allows users to join a conference without requiring a download or a sign-in
Software Type (3)
Mobile
Based on 25 Demodesk Meeting reviews and verified by the G2 Product R&D team. Offers a mobile app or mobile optimized website to video conference from smartphones or tablets.
Browser Application
Based on 28 Demodesk Meeting reviews and verified by the G2 Product R&D team. Conferences can be launched within a browser without requiring a user to download an application to their desktop.
Desktop Application
Based on 17 Demodesk Meeting reviews and verified by the G2 Product R&D team. Software is available as a downloadable desktop application.
AI and Automation (4)
Lead Prioritization
Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers.
Lead Scoring
Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage
Best Time of Day Scheduling
Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations
Machine Learning
Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior.
Generative AI (5)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
Agentic AI - Sales Coaching (4)
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Sales Engagement (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - AI Sales Assistant (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Conversation Intelligence (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Video Conferencing (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Meeting Management (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Screen Sharing (1)
Decision Making
Makes informed choices based on available data and objectives
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Technology Glossary Features
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