4 steps to maximize your Dreamforce ‘16 meeting strategy

Brianna Valleskey Brianna Valleskey
4 steps to maximize your Dreamforce ‘16 meeting strategy

Dreamforce is a big deal.

Companies invest thousands - sometimes millions - of dollars to be at the conference, and spend months in advance to plan their trip. That’s why it’s important to maximize your Dreamforce experience. A great source of ROI is through the face-to-face meetings you have with customers and prospects.

But these meetings are important, so you can’t put them together on the fly. Start planning early. Make sure your team understands how important the meetings are and what your strategy around them will be. Here are four steps to help you optimize your Dreamforce meeting plans

  1. Determine very specific meeting location.

This is vital. San Francisco will be overrun with more than 100,000 Dreamforce attendees, so determining meeting spots on the fly is a no-go.

Dreamforce does have meeting rooms available to rent. If you don’t have meeting room budget, pick a very clear spot to meet up - whether that’s a local coffee shop, hotel lobby or conference booth.

Make sure all of your team members attending the conference know the exact location and communicate it clearly to everyone they are scheduled to meet with (step-by-step directions are a good idea).

  1. Create a shareable calendar for team.

To coordinate with all of your team member’s schedules, create a centralized calendar that everyone can access.

If your team uses Gmail, then you should be able to create a calendar specifically for Dreamforce meetings. You can use other scheduling apps like Calendly to automate and simplify the process. There are also many other free calendar tools available.

Create a standard format for each meeting invite that includes the time, place, directions, telephone or conference ID (if necessary), and any other instructions for the attendees. The last thing you want is to miss a Dreamforce meeting because of a small error.

  1. Set clear rules and expectations.

Dreamforce will be here before you know it, so set rules and expectations for your team early.  Let them know that the goal is to just get time on someone’s calendar - if you have to move it later, then you’ll figure it out.

Set a standard time for your meetings. Dreamforce is a busy time, so you won’t want to make them last for more than an hour. Bring your team together for a kickoff meeting to share all of this information. Build a playbook so they can access it at any time. You can also introduce a Dreamforce related contest …

  1. Run a contest or spiff.

This is a great way to both get people excited for Dreamforce and get a lot of meetings booked. The contest should be simple enough for people to follow and can include everyone on your team (even if they aren’t going to Dreamforce). Here’s an example framework for a contest:

  • Goal: Book meetings for Dreamforce
  • Duration: 2 weeks
  • Teams: Individuals
  • Point Structure: 5 points per meeting booked
  • Winner: Team member with the most points
  • Prize Ideas: Google Nest, Apple Watch, or another fun gadget that they wouldn’t normally purchase for themselves.

If you don’t get as many meetings as you want from the first contest, don’t be afraid to run another in a few weeks. Just be sure to switch up some of the details so it doesn’t seem repetitive. Some ways to do that would be to split your company into teams, make the contest a three-day sprint, or offer a happy hour to the winning team.

Dreamforce is exciting, and these meetings can amount to serious ROI for your team. Make sure you utilize these four steps to get them set up as efficiently as possible.

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