Future of Work News

Affinity Meetings Closes Preparation Gap, Drives Productivity


Workers at all levels spend a large amount of time in Zoom meetings developing deal flows or moving deals forward. This is a growing trend with virtual meetings increasing by nearly 70% over the last year.

Affinity research showed that almost half of dealmakers do their meeting prep in the moments before their Zoom meetings start – usually because they do not have the time to properly prepare for the meeting in advance. This leads to time wasted determining what conversations occurred previously, misalignment with colleagues who are also involved in the deal and slowed deal flow or mistakes made that could kill a deal.

The truth is, this same situation can occur with nearly any meeting.  Despite Benjamin Franklin’s advice to never leave for tomorrow what you can do today, workers and their colleagues are busy and there is a natural tendency to put off less immediate needs. 

Affinity, the relationship intelligence platform for dealmakers, released Affinity Meetings to close that preparation gap by providing relationship intelligence directly in Zoom meetings. Dealmakers are given a virtual refresher at the top of each call, live access to historical meeting agendas and relationship context, including previous emails and meeting notes. They are also provided the ability to capture notes directly in their CRM.

With Affinity Meetings, dealmakers are empowered with the information they need to have a successful meeting, be aligned with their whole team on how the deal is progressing and save time before and after the call.

“Our goal is to provide the relationship insights our clients need to close their next deal,” said Andy Bryson, senior vice president of product, Affinity. “Affinity Meetings enables dealmakers to drive their deals forward faster.”

Edited by Erik Linask

Future of Work Contributor

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