Intelligent Calendar

Feature Overview

The Intelligent Calendar View transforms your calendar from a simple scheduling tool into a comprehensive sales command center. This feature integrates your calendar with CRM data, opportunity information, and account insights to provide complete context for every meeting in your day. By centralizing critical information and automating post-meeting tasks, the Intelligent Calendar View eliminates context switching and administrative burden, allowing you to focus on what matters most—selling.

Benefits to the User

• Reduced Context Switching: Access all relevant meeting information directly from your calendar without jumping between multiple applications
• Automated CRM Updates: Save 20+ minutes of administrative work after each meeting with automatic CRM updates
• Visual Priority System: Color-coded indicators help you quickly identify follow-ups and action items that need attention
• Comprehensive Meeting Preparation: Enter every meeting fully prepared with relevant opportunity and account information automatically surfaced
• Intelligent Follow-up Management: Never miss a follow-up with automated reminders and status tracking
• Enhanced Focus: Eliminate the mental burden of remembering administrative tasks and focus on building relationships and closing deals

Accessing the Feature

1. Log in to your GTM Engine account
2. Navigate to the main dashboard
3. Click on the "Calendar" icon in the main navigation menu
4. The Intelligent Calendar View will load, displaying your meetings with enhanced context and information

Note: The Intelligent Calendar View syncs with your existing calendar system (Google Calendar, Microsoft Outlook, etc.) and requires calendar integration permissions during initial setup.

Step-by-Step Usage Guide

Navigating Your Intelligent Calendar

1. View Your Day: Upon opening the Intelligent Calendar View, you'll see your daily schedule with enhanced meeting cards
2. Meeting Context: Each meeting card displays:
   • Meeting participants with their roles
   • Associated opportunity information
   • Account status and health indicators
   • Relevant CRM data
   • Previous interaction history
3. Priority Indicators: Meetings are color-coded for quick status recognition:
   • Red: Requires immediate attention (missed follow-ups, critical updates needed)
   • Yellow: Pending actions (awaiting responses, incomplete follow-ups)
   • Green: On track (all tasks complete, no immediate actions required)

Preparing for Meetings

1. Click on any upcoming meeting to expand its details
2. Review the automatically assembled context including:
   • Recent account activities
   • Current opportunity stage
   • Key stakeholders and their engagement
   • Relevant documents and previous communications
3. Use the "Meeting Brief" section to review AI-generated talking points and preparation notes
4. Add any personal notes or agenda items in the provided field

Post-Meeting Automation

After each meeting concludes, GTM Engine automatically:

1. Creates a meeting summary with key discussion points
2. Updates relevant CRM records across all connected systems
3. Drafts follow-up emails for your review
4. Sets task reminders based on meeting outcomes
5. Flags any changes in forecast or deal health

To review and modify these automated actions:

1. Click on the meeting in your calendar after it ends
2. Navigate to the "Post-Meeting Actions" tab
3. Review each automated action and make any necessary adjustments
4. Click "Approve All" to confirm the actions or modify individual items as needed

Managing Follow-ups

1. Access your follow-up queue by clicking the "Follow-ups" tab at the top of the calendar view
2. Review items color-coded by priority:
   • Red items require immediate attention
   • Yellow items are pending but not urgent
   • Green items are complete or on track
3. Click on any follow-up to:
   • View the related opportunity
   • See the context of the original meeting
   • Check the status of any automated emails
   • Mark items as complete or reschedule them

Tips and Best Practices

• Start Your Day with a Calendar Review: Begin each morning by scanning your Intelligent Calendar to identify red and yellow items that need attention
• Trust the Automation: Let the system handle CRM updates and follow-up drafts, but always review them before they're finalized
• Use the Pre-Meeting Minutes Wisely: With preparation already handled, use the minutes before a call to focus on strategy rather than gathering information
• Customize Your View: Configure your calendar settings to emphasize the data points most relevant to your selling style
• Leverage the Meeting Brief: Use the AI-generated meeting brief as a foundation, then add your personal touch before meetings
• Close the Loop: Always mark follow-ups as complete once handled to maintain an accurate system
• Share Insights: Use the "Share View" feature to give teammates visibility into your calendar when collaborating on accounts

Limitations and Considerations

• Initial calendar sync may take up to 24 hours to fully populate with enhanced data
• The quality of meeting context depends on the completeness of your CRM data
• For optimal performance, ensure your calendar permissions and CRM integrations remain active
• The system works best when you consistently use it for all sales-related meetings

By centralizing your sales day in the Intelligent Calendar View, you'll spend less time on administrative tasks and more time building relationships and closing deals. The system handles the invisible work of sales—updating records, tracking follow-ups, and maintaining context—so you can focus on what you do best: selling.