14 | Flowte sales meeting guide for Franchisees

This guide outlines the steps for conducting a successful Flowte sales meeting. Please adhere to the following instructions:

Flowte background for all meetings:

Kindly download the enclosed Flowte background and utilize it for all your sales meetings. (Official reception)

Flowte presentation:

Utilize the provided PowerPoint presentation for all your sales meetings.

Meeting scheduling:

During your learning phase, Flowte HQ will participate in five of your sales meetings. It is advisable for your entire team to attend each meeting, take notes, and gain insights into conducting successful sales meetings. If you wish to have Flowte HQ attend a meeting with you, please notify your account manager at Flowte HQ with a minimum of 48 hours' notice.

What do you need to give a presentation:

We suggest using an extra screen alongside your laptop or PC to enable you to have the presentation notes displayed on one screen while showcasing the Flowte presentation to the client on the other screen.

Please refer to the below screenshots:

Once you open the PowerPoint attached you will see the following screenshot:

This should be opened and displayed on your main screen.

Next you are going to click on:

Then:

Now your notes will be displayed on your main screen like this:

And your presentation will be displayed on your second screen like this:

Now share your screen with everyone in the meeting:

How to screen share on Google Meet

-At the bottom, click Present now .

-Select Your entire screen, A window, or A tab. Note you only share the screen that has the open presentation above on, this is what should be show to the client not your screen with your notes.

Click Share.

How to screen share on Zoom

-Locate the 'Share Screen' option in the meeting controls.

-Click 'Share Screen.' A pop-up will appear with Basic, Advanced, Files, and Apps options. (Note you only share the screen that has the open presentation above on, this is what should be show to the client not your screen with your notes.)

Change your display settings on your laptop or PC:

Windows:

https://support.microsoft.com/en-us/windows/how-to-use-multiple-monitors-in-windows-329c6962-5a4d-b481-7baa-bec9671f728a

MAC:

https://support.apple.com/en-za/guide/mac-help/mh40768/mac#:~:text=To%20open%20these%20settings%2C%20choose,may%20need%20to%20scroll%20down.)&text=Arrange%20the%20position%20of%20the,display%20connected%20to%20your%20Mac.

This is a required step as you will have to extend the displays to have the presentation on one screen and your notes on the other screen.

I don't have a second screen what can I use?

If you do not have a second screen, please follow these steps to open the presentation on your mobile phone:

1. Download the PowerPoint App on your phone
2. Open the presentation
3. Click on Notes at the bottom to open the notes of each slides

You can use this tactic if you are new and still learning the presentation, while presenting the presentation to the client on your main screen.

Active Listening in Flowte Sales Meetings: Key to Unlocking Client Potential

In the dynamic world of E-Commerce and digital solutions, the ability to actively listen during sales meetings is not just a skill but a critical asset, especially for companies like Flowte. Flowte, with its comprehensive suite of E-Commerce, CRM, marketing, and analytics solutions, requires a nuanced understanding of client needs, making active listening a cornerstone of successful sales strategy.

The Significance of Active Listening at Flowte

Grasping Complex Client Requirements: Flowte's all-in-one solution caters to diverse aspects of a business. Active listening enables sales representatives to fully comprehend complex, multifaceted client requirements, particularly crucial in customizing solutions that span E-Commerce, CRM, and marketing and analytics.

Building Solution-Oriented Relationships: By practicing active listening, Flowte's sales teams can build deeper relationships with clients. It shows that Flowte values their unique business challenges and is committed to delivering tailored solutions, not just selling a product.

Preventing Misunderstandings: In the realm of integrated solutions like those offered by Flowte, misunderstandings can lead to misaligned solutions. Active listening ensures clarity and alignment between what the client needs and what Flowte delivers.

Enhancing Solution Customization: Active listening aids in tailoring Flowte’s offerings to precisely fit the client's business model. Understanding the nuances of their E-Commerce, CRM, and marketing strategies allows for more accurate and effective customization.

How to Practice Active Listening in Flowte Sales Meetings

Encourage Open Dialogue: Create an environment where clients feel comfortable sharing their challenges and goals. Ask open-ended questions related to their E-Commerce, CRM, and marketing needs.

Reflect and Clarify: After a client shares information, paraphrase their points to confirm understanding. This practice is crucial for complex solutions that Flowte offers, ensuring that every detail is captured accurately.

Note Taking and Summarizing: Keep detailed notes during the meeting and summarize key points at the end. This helps in recalling specific client requirements when customizing Flowte's solutions.

Non-Verbal Cues: Pay attention to non-verbal cues. Sometimes, a client’s body language or tone can provide additional insights into their priorities or concerns, especially when discussing intricate aspects of CRM or analytics.

Follow-Up Questions: Ask follow-up questions to dive deeper into specific areas, such as how they envision integrating Flowte’s solutions into their existing processes.

Feedback Loop: After the meeting, provide a summary of the discussion to the client for validation. This not only reinforces understanding but also demonstrates Flowte’s commitment to client-centric solutions.