Preparing for client meetings can be overwhelming and time-consuming, because it requires thorough research on the account, attendees, as well as getting the context of deal history for ongoing deals.
In these situations, Pre-Call Briefs come to the aid of Account Executives (AEs) and Customer Success Managers (CSMs), to quickly gather and analyze vast amounts of information. It does so by delivering concise, relevant & latest summaries, ensuring you’re always ready to make a lasting impression in sales meetings.
Key Features
1. Company Overview
Gives a detailed ‘About’ section of the company by combining data from company LinkedIn profile, online articles & news and ensures the data is accurate, relevant and up-to-date.
Automatically adapts the content based on the type of external organization (e.g., startup, public company, school).
Displays only the most relevant details:
- Startups: Funding type, total funding.
- Global companies: Location.
- Public companies: Financial summaries.Recent News: Highlights key updates about the external company to help you stay informed on current developments. It is dynamically curated (up to three points per company).
For calls involving multiple external organizations, the feature prioritizes the company with the highest participant count.
2. Participant Overview
Gives an idea of the current profile of the participant along with their past organizations and positions.
It also provides a link to their email ID and LinkedIn profile.
How to Use Pre-Call Briefs
Step 1: Access Pre-Call Brief
Navigate to your Upcoming Meetings in Sybill’s Meetings Dashboard.
Click on the Pre-Call Brief button below every meeting to review the compiled data. (See image above)
Step 2: Review Key Information
Company Overview:
- Type: Startup, public company, or institution.
- Relevant metrics such as funding or global location.
Participant Details:
- Individual LinkedIn summaries and links to their profile.
- Job titles, responsibilities, and connection details.
Recent News:
- Up to three news highlights to be aware of the latest happenings in the organization & build rapport.
Step 3: Prepare for the Call
Use the insights to structure your agenda, anticipate participant expectations, and align your pitch with their needs.
FAQs
1. Who can access Pre-Call Briefs?
Pre-Call Briefs are available to everyone using Sybill & have calls on their calendar.
2. What if the participant data seems incorrect?
Sybill currently uses Proxycurl and Diffbot for data enrichment. If the LinkedIn profile or details are incorrect, you can let us know through Support, and we will get to it right away.
3. Can I customize the Pre-Call Brief content?
While the content adapts dynamically to meeting participants and company type, customization options will be introduced in future updates.
4. What happens if there are multiple external companies on the call?
Sybill automatically prioritizes the company with the highest number of participants in the meeting.
5. How frequently is the data updated?
The data is pulled in real-time from the company as well as personal LinkedIn profiles, and online sources.
Troubleshooting
1. Missing or inaccurate data
Possible Issue: LinkedIn profiles or company pages are not up-to-date.
Solution:
• Check the participant’s LinkedIn profile for accuracy.
• Reach out to support if critical data is missing or inaccurate.
2. News section not displaying
Possible Issue: Limited online coverage for smaller companies or institutions.
Solution:
• Ensure the company has a valid online presence.
• Reach out to support if critical data is missing.
For additional assistance or feedback, please contact Sybill Support.